WHITE HOUSE HISTORICAL ASSOCIATION Charity Report

Public IRS 990 nonprofit record

WHITE HOUSE HISTORICAL ASSOCIATION

EIN 52-0749685 · Arts, Culture & Humanities (A82Z)

What they do

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 ASSOCIATIONS 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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $46.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders30 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

19.08%of revenue went to mission work46.8% of expenses · Program services

13.19%of revenue went to fundraising32.4% of expenses

$40.73spent for every $100 of revenueRevenue covered expenses this year.

8.47%of revenue went to management and office costs20.8% of expenses

$5.00in assets for every $1 spent this yearSome assets cannot be spent right away.

80.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $521,865 for STEWART MCLAURIN (PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$72,929,674

Mission workProgram services$13,914,60319.08% of revenue46.8% of expenses

ManagementOffice and general costs$6,175,5288.47% of revenue20.8% of expenses

FundraisingAsking for donations$9,616,34313.19% of revenue32.4% of expenses

Revenue left after expensesReported annual surplus$43,223,20059.27% of revenueShown in gray on the chart

Total expenses$29,706,47440.73% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 46.8% mission · 20.8% management · 32.4% fundraisingTotal expenses: 40.73% of revenue

2022Expense mix: 50.0% mission · 23.4% management · 26.7% fundraisingTotal expenses: 82.67% of revenue

2021Expense mix: 49.8% mission · 25.5% management · 24.7% fundraisingTotal expenses: 101.90% of revenue

2020Expense mix: 63.8% mission · 10.0% management · 26.2% fundraisingTotal expenses: 86.45% of revenue

2019Expense mix: 57.7% mission · 16.2% management · 26.1% fundraisingTotal expenses: 95.08% of revenue

2018Expense mix: 65.8% mission · 13.2% management · 21.0% fundraisingTotal expenses: 83.84% of revenue

2017Expense mix: 73.9% mission · 7.6% management · 18.5% fundraisingTotal expenses: 99.19% of revenue

2016Expense mix: 20.6% mission · 79.4% management · 0.0% fundraisingTotal expenses: 93.77% of revenue

Money in and money out

Revenue$72,929,674

Expenses$29,706,474

Annual surplus $43,223,200 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$13,914,603 · 46.8% of expenses

Management and office costs$6,175,528 · 20.8% of expenses

Fundraising$9,616,343 · 32.4% of expenses

See all reported dollar amounts

Revenue$72,929,674

Expenses$29,706,474

Assets$148,432,386

Income$165,761,845

Contributions$58,419,783

Mission work (program services)$13,914,603

Fundraising$9,616,343

Management and general$6,175,528

Stocks and bonds$17,023,798

Accounting fees$370,942

Investing fees$84,509

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

STEWART MCLAURINPRESIDENT · 39 hrs/week $521,865Base $483,106 · Other $38,759

ALBERT LEECHIEF FINANCIAL OFFICER · 40 hrs/week $360,281Base $337,809 · Other $22,472

RHETT WILSONVP, DEVELOPMENT · 40 hrs/week $324,495Base $294,872 · Other $29,623

MARCIA ANDERSONVP-PUBLICATIONS & EXECUTIVE EDITOR · 40 hrs/week $280,058Base $231,441 · Other $48,617

ANDREW BATTAILE JRASSOCIATE VP OF DEVELOPMENT · 40 hrs/week $209,875Base $179,673 · Other $30,202

ROBERT MILAMRETAIL MANAGER · 40 hrs/week $208,767Base $160,850 · Other $47,917

KIMBERLY OSBORNEVP OF BOARD ENGAGEMENT, OFFICE OF THE PRESIDE · 40 hrs/week $196,049Base $163,832 · Other $32,217

MATTHEW COSTELLOCHIEF EDUCATION OFFICER · 40 hrs/week $195,702Base $163,893 · Other $31,809

DAVID SWEENEYSENIOR DIRECTOR, CORPORATE AND FOUNDATION REL · 40 hrs/week $178,739Base $165,951 · Other $12,788

COLLEEN SHOGANSENIOR VP & DIRECTOR OF THE DAVID M. RUBENSTEIN CE · 40 hrs/week $167,215Base $155,862 · Other $11,353

AMANDA SHIFFLETTVP MARKETING COMMUNICATIONS AND ENGAGMENT · 40 hrs/week $155,320Base $142,060 · Other $13,260

SARAH FOSDICKCHIEF DEVELOPMENT OFFICER · 40 hrs/week $118,046Base $103,535 · Other $14,511

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (30)

STEWART MCLAURINPRESIDENT

ALBERT LEECHIEF FINANCIAL OFFICER

RHETT WILSONVP, DEVELOPMENT

MARCIA ANDERSONVP-PUBLICATIONS & EXECUTIVE EDITOR

ANDREW BATTAILE JRASSOCIATE VP OF DEVELOPMENT

ROBERT MILAMRETAIL MANAGER

KIMBERLY OSBORNEVP OF BOARD ENGAGEMENT, OFFICE OF THE PRESIDE

MATTHEW COSTELLOCHIEF EDUCATION OFFICER

DAVID SWEENEYSENIOR DIRECTOR, CORPORATE AND FOUNDATION REL

COLLEEN SHOGANSENIOR VP & DIRECTOR OF THE DAVID M. RUBENSTEIN CE

AMANDA SHIFFLETTVP MARKETING COMMUNICATIONS AND ENGAGMENT

SARAH FOSDICKCHIEF DEVELOPMENT OFFICER

LUCI SHANAHANCHIEF RETAIL OFFICER

MICHAEL BESCHLOSSMEMBER AT LARGE

WAYNE AI FREDERICKMEMBER AT LARGE

TINA TCHENMEMBER AT LARGE

THAM KANNALIKHAMMEMBER AT LARGE

TERESA CARLSONVICE-CHAIRPERSON

ANITA B MCBRIDESECRETARY

ASHLEY DABBIEREMEMBER AT LARGE

BARBARA PERRYMEMBER AT LARGE

NICOLE SEXTONMEMBER AT LARGE

GAHL HODGES BURTMEMBER AT LARGE

MERLYNN CARSONMEMBER AT LARGE

BENJAMIN C SUTTON JRMEMBER AT LARGE

DENEEN C HOWELLMEMBER AT LARGE

EULA ADAMSMEMBER AT LARGE

JOHN FW ROGERSCHAIRMAN

JEAN M CASEMEMBER AT LARGE

GREGORY W WENDTTREASURER

About this charity

Recognized since: January 1963
Location: 740 JACKSON PLACE NW, WASHINGTON, DC 20006
County: District of Columbia
In care of: ALBERT LEE
Primary officer: ALBERT LEE, CFO

How to reach them

WebsiteVisit the charity’s website Phone(202) 737-8292

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: BDO USA
NTEE classification: Arts, Culture & Humanities (A82Z)