WHITE HOUSE FELLOWS FOUNDATION AND… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

DAVID MOORE

Phone

2023600294

Tax Period

2024-09-01 to 2025-08-31

WHITE HOUSE FELLOWS FOUNDATION AND ASSOCIATION, founded in 1966, is a small nonprofit in the Public & Societal Benefit sector that reported $843K in total revenue in fiscal year 2024. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $930K exceeded revenue, resulting in a 10% operating deficit.

Mission

TO SUPPORT THE WHITE HOUSE FELLOWS EDUCATIONAL PROGRAM FINANCIALLY, TO BROADEN THE FOUNDATION MEMBERS' UNDERSTANDING OF GOVERNMENT AND THE PROBLEMS CONFRONTING GOVERNMENT, AND TO ENCOURAGE MEMBERS' CONTRIBUTION TO PUBLIC SERVICE AND THE EDUCATION OF THE PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $546,408 Revenue: $163,760

THE WHFFA ORGANIZES AN ANNUAL MEETING AND OTHER ACTIVITIES FOR PROGRAM ALUMNI TO MAINTAIN AND BROADEN ITS MEMBERS' UNDERSTANDING OF GOVERNMENT AND THE PROBLEMS CONFRONTING GOVERNMENT, TO ENCOURAGE...

THE WHFFA ORGANIZES AN ANNUAL MEETING AND OTHER ACTIVITIES FOR PROGRAM ALUMNI TO MAINTAIN AND BROADEN ITS MEMBERS' UNDERSTANDING OF GOVERNMENT AND THE PROBLEMS CONFRONTING GOVERNMENT, TO ENCOURAGE AND FACILITATE THEIR CONTRIBUTION TO PUBLIC SERVICE AND THE EDUCATION OF THE PUBLIC AT LARGE WITH RESPECT TO SUCH PROBLEMS AND THEIR POSSIBLE CAUSES AND SOLUTIONS, AND TO PROVIDE CONTINUING CONTACTS AMONG PAST AND CURRENT WHITE HOUSE FELLOWS.

Program 2

Expenses: $251,778

THE PROGRAM SERVICE ACTIVITIES INCLUDE SUPPORT OF THE EDUCATION PROGRAM FOR THE CURRENT CLASS OF WHITE HOUSE FELLOWS MEETINGS WITH LEADERS FROM ALL WALKS OF SOCIETY, INCLUDING RECRUITING EFFORTS FOR THE PROGRAM. THE PROGRAM SERVICE ACTIVITIES CONSIST OF 100-150 MEETINGS OF 11-19 WHITE HOUSE FELLOWS WITH LEADERS OF GOVERNMENT AND INDUSTRY DURING THEIR FELLOWSHIP. THE FOUNDATION PAYS FOR A PORTION OF THE SEMINAR COSTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $255,890

Program Service Revenue $163,760

Investment Income $423,250

Other Revenue $0

TOTAL REVENUE $842,900

Expense Breakdown

Grants Paid $52,500

Salaries & Benefits $373,634

Fundraising Expenses $34,884

Program Expenses $798,186

Other Expenses $504,051

TOTAL EXPENSES $930,185

Year-over-Year Comparison

	2024	2023	Change
Revenue	$842,900	$1,320,636	-0.4%
Expenses	$930,185	$1,227,703	-0.2%
Net Income	$-87,285	$92,933	-1.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$280,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN N MONROE	TREASURER	2.00	Officer Director	$0	$0	$0
MARC THOMAS	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
MERRIE SPAETH	DIRECTOR	2.00	Director	$0	$0	$0
SHARON KIELY	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
PIETER BOELHOUWER	DEVELOPMENT OFFICER	2.00	Officer Director	$0	$0	$0
ROBERT MAC MCFARLIN	DIRECTOR	2.00	Director	$0	$0	$0
RODNEY LEWIS	DIRECTOR	2.00	Director	$0	$0	$0
KARI FLEMING	SECRETARY	2.00	Officer Director	$0	$0	$0
WARREN MORGAN	DIRECTOR	2.00	Director	$0	$0	$0
WILL WEBB	PRESIDENT	2.00	Officer Director	$0	$0	$0
VANESSA COBARRUBIAS	DIRECTOR	2.00	Director	$0	$0	$0
NELSON DIAZ	DIRECTOR	2.00	Director	$0	$0	$0
JACK LECUYER	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA GOLDSTEIN	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT MARBUT	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
RYAN FRASER	DIRECTOR	2.00	Director	$0	$0	$0
BRAD BAKER	DIRECTOR	2.00	Director	$0	$0	$0
RODNEY BULLARD	DIRECTOR	2.00	Director	$0	$0	$0
DAVID S MOORE	EXECUTIVE DIRECTOR	40.00	Officer	$275,500	$5,000	$280,500

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$842,900	$930,185	$14,193,372	$-87,285
2024	$1,320,636	$1,227,703	$13,201,941	$92,933
2023	$837,862	$1,195,143	$11,834,219	$-357,281
2022	$763,665	$987,927	$11,608,343	$-224,262
2021	$771,084	$718,336	$14,031,944	$52,748
2020	$511,719	$886,211	$12,218,489	$-374,492
2019	$1,124,267	$1,091,399	$11,429,516	$32,868
2018	$484,968	$714,265	$11,217,474	$-229,297

WHITE HOUSE FELLOWS FOUNDATION AND ASSOCIATION