WHITE HOUSE HISTORICAL ASSOCIATION

EIN: 520749685 501(c)(3) Arts, Culture & Humanities

WASHINGTON, DC

Total Revenue
$72,929,674
Total Expenses
$29,706,474
Total Assets
$148,432,386
Net Assets
$111,411,043
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Financial Trends

Organization Details

Formation Year
1961
Legal Domicile
DC
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

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.

Program Service Accomplishments

Program 1
Expenses: $6,273,566 Revenue: $10,111,992

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.

Program 2
Expenses: $4,558,281 Revenue: $0

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...

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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 COLLOQUIUM ON FOOD HISTORY AND THE WHITE HOUSE IN OCTOBER 2023. THE RUBENSTEIN CENTER CONTINUES TO HOST WHITE HOUSE HISTORY LIVE, A MONTHLY VIRTUAL PROGRAM. THIS PROGRAM HAD MORE THAN 600,000 VIEWS IN 2024. THE SLAVERY IN THE PRESIDENT'S NEIGHBORHOOD RESEARCH INITIATIVE WAS LAUNCHED IN FEBRUARY 2020. IT INCLUDES A LANDING PAGE ON THE ASSOCIATION'S WEBSITE FEATURING AN INTERACTIVE TIMELINE, AN INDEX OF IDENTIFIED ENSLAVED PEOPLE WHO WORKED AT THE WHITE HOUSE, A VIRTUAL TOUR OF THE DECATUR HOUSE SLAVE QUARTERS, AND NEW SCHOLARSHIP ON THE ENSLAVED AFRICAN AMERICANS WHO BUILT AND MAINTAINED THE WHITE HOUSE. IN JULY 2024, 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. THE RUBENSTEIN CENTER HISTORIANS PROVIDED ROBUST CONTENT FOR THE ASSOCIATIONS WEBSITE AND SOCIAL MEDIA PLATFORMS AND ANSWERED QUERIES FROM THE PRESS AND THE GENERAL PUBLIC. THE HISTORIANS GAVE INTERVIEWS TO SIRIUS XM'S POTUS, THE ASSOCIATED PRESS, THE WASHINGTON POST, THE NEW YORK TIMES, NPR, USA TODAY, CNN, FOX FAMILY AND FRIENDS, AND OTHER MEDIA OUTLETS.

Program 3
Expenses: $2,354,746 Revenue: $0

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...

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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, 2024 WERE: WINE AND THE WHITE HOUSE: A HISTORY (3RD EDITION), THE OFFICIAL WHITE HOUSE CHRISTMAS ORNAMENT: COLLECTED STORIES OF A HOLIDAY TRADITION (5TH EDITION), BLAIR HOUSE: THE PRESIDENT'S GUEST HOUSE (3RD EDITION), RECIPES FROM THE PRESIDENT'S RANCH: FOOD PEOPLE LIKE TO EAT (6TH PRINTING), THE WEST WING TOUR SCRIPT, THE HISTORY OF THE OVAL OFFICE, ROCCO KEEPS THE BEAT!: MUSIC AT THE WHITE HOUSE AND FIRST LADIES MAKE HISTORY. WHITE HOUSE HISTORY QUARTERLY ISSUES INCLUDED "THE WHITE HOUSE AND THE SEA," "ON THE MOVE," "MILITARY ROLES AND THE WHITE HOUSE," "AFTER THE WHITE HOUSE, "INAUGURAL TRADITIONS." THE CUMULATIVE INDEX TO THE QUARTERLY, WAS UPDATED IN 2024 TO INCLUDE ISSUES 1 THROUGH 70. THE ASSOCIATION'S BOOKS RECEIVED 28 NATIONAL AND INTERNATIONAL AWARDS IN THE FOLLOWING COMPETITIONS: BEST BOOK, BENJAMIN FRANKLIN, COMMUNICATOR, ERIC HOFFER, NATIONAL INDIE EXCELLENCE, NEXT GENERATION INDIE, AND SHELF UNBOUND BEST INDIE.

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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%)

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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
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Governance

Voting Members
18
Independent Members
17
Employees
110
Volunteers
17

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
2
$521,865
Total Directors
18
$521,865
Key Employees
7
$1,535,627
Highest Compensated
5
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
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