WHITE HOUSE HISTORICAL ASSOCIATION (EIN 520749685) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1961

Legal Domicile

Phone

2027378292

Tax Period

2023-10-01 to 2024-09-30

WHITE HOUSE HISTORICAL ASSOCIATION, founded in 1961, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $72.9M in total revenue in fiscal year 2023. Revenue surged 116% from the prior year, signaling strong growth momentum. The organization ran a surplus of $43.2M, a strong 59% operating margin.

Mission

TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND ITS HISTORY.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $58,419,783

Program Service Revenue $0

Investment Income $4,366,937

Other Revenue $10,142,954

TOTAL REVENUE $72,929,674

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,395,757

Fundraising Expenses $9,616,343

Program Expenses $13,914,603

Other Expenses $19,721,107

TOTAL EXPENSES $29,706,474

Year-over-Year Comparison

	2023	2022	Change
Revenue	$72,929,674	$33,760,760	+1.2%
Expenses	$29,706,474	$27,910,827	+0.1%
Net Income	$43,223,200	$5,849,933	+6.4%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

110

Volunteers

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

$521,865

Total Directors

$521,865

Key Employees

$1,535,627

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John FW Rogers	Chairman	1.0	Officer Director	$0	$0	$0
Stewart McLaurin	President	39.0	Officer Director	$483,106	$38,759	$521,865
Anita B McBride	Secretary	1.0	Director	$0	$0	$0
Ashley Dabbiere	Member at Large	1.0	Director	$0	$0	$0
Barbara Perry	Member at Large	1.0	Director	$0	$0	$0
Benjamin C Sutton Jr	Member at Large	1.0	Director	$0	$0	$0
Deneen C Howell	Member at Large	1.0	Director	$0	$0	$0
Eula Adams	Member at Large	1.0	Director	$0	$0	$0
Gahl Hodges Burt	Member at Large	1.0	Director	$0	$0	$0
Gregory W Wendt	Treasurer	1.0	Director	$0	$0	$0
Jean M Case	Member at Large	1.0	Director	$0	$0	$0
Merlynn Carson	Member at Large	1.0	Director	$0	$0	$0
Michael Beschloss	Member at Large	1.0	Director	$0	$0	$0
Nicole Sexton	Member at Large	1.0	Director	$0	$0	$0
Teresa Carlson	Vice-Chairperson	1.0	Director	$0	$0	$0
Tham Kannalikham	Member at Large	1.0	Director	$0	$0	$0
Tina Tchen	Member at Large	1.0	Director	$0	$0	$0
Wayne AI Frederick	Member at Large	1.0	Director	$0	$0	$0
Albert Lee	Chief Financial Officer	40.0	Key Emp	$337,809	$22,472	$360,281
Colleen Shogan	Senior VP & Director of the David M. Rubenstein Center	40.0	Key Emp	$155,862	$11,353	$167,215
Luci Shanahan	Chief Retail Officer	40.0	Key Emp	$89,265	$565	$89,830
Marcia Anderson	VP-Publications & Executive Editor	40.0	Key Emp	$231,441	$48,617	$280,058
Matthew Costello	Chief Education Officer	40.0	Key Emp	$163,893	$31,809	$195,702
Rhett Wilson	VP, DEVELOPMENT	40.0	Key Emp	$294,872	$29,623	$324,495
Sarah Fosdick	Chief Development Officer	40.0	Key Emp	$103,535	$14,511	$118,046
Amanda Shifflett	VP Marketing Communications and Engagment	40.0	Highest	$142,060	$13,260	$155,320
Andrew Battaile Jr	Associate VP of Development	40.0	Highest	$179,673	$30,202	$209,875
David Sweeney	Senior Director, Corporate and Foundation Rel	40.0	Highest	$165,951	$12,788	$178,739
Kimberly Osborne	VP of Board Engagement, Office of the Preside	40.0	Highest	$163,832	$32,217	$196,049
Robert Milam	Retail Manager	40.0	Highest	$160,850	$47,917	$208,767

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
2024	$72,929,674	$29,706,474	$148,432,386	$43,223,200
2023	$33,760,760	$27,910,827	$101,657,455	$5,849,933
2022	$24,577,182	$25,043,000	$65,503,235	$-465,818
2021	$21,703,882	$18,763,512	$70,614,346	$2,940,370
2020	$19,604,563	$18,640,082	$63,219,070	$964,481
2019	$20,912,164	$17,531,797	$59,663,959	$3,380,367
2018	$16,985,357	$16,847,370	$55,624,529	$137,987

WHITE HOUSE HISTORICAL ASSOCIATION