WHITE HOUSE ACQUISITION TRUST

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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

1996

Legal Domicile

Principal Officer

FREDERICK RYAN

Phone

2027378292

Tax Period

2018-10-01 to 2019-09-30

WHITE HOUSE ACQUISITION TRUST, founded in 1996, is a small nonprofit that reported $209K in total revenue in fiscal year 2018. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $80K, a strong 38% operating margin.

Mission

TO ENCOURAGE GIFTS FROM DONORS WHO DESIRE TO DESIGNATE THEIR CONTRIBUTIONS SOLELY FOR ACQUISITION OF OBJECTS FOR THE WHITE HOUSE COLLECTION OF FINE AND DECORATIVE ARTS.

Program Service Accomplishments

Program 1

Expenses: $99,950

OBJECTS OF HISTORIC AND ARTISTIC VALUE ACQUIRED FOR USE BY AND FOR ENLARGING THE COLLECTION OF THE WHITE HOUSE.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $208,337

Other Revenue $537

TOTAL REVENUE $208,874

Expense Breakdown

Grants Paid $99,950

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $99,950

Other Expenses $28,699

TOTAL EXPENSES $128,649

Year-over-Year Comparison

	2018	2017	Change
Revenue	$208,874	$168,321	+0.2%
Expenses	$128,649	$117,642	+0.1%
Net Income	$80,225	$50,679	+0.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FREDERICK J RYAN JR	CHAIRMAN	1.0	Officer Director	$0	$0	$0
JOHN T BEHRENDT	TRUSTEE	1.0	Director	$0	$0	$0
KNIGHT KIPLINGER	TRUSTEE	1.0	Director	$0	$0	$0

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
2019	$208,874	$128,649	No data	$80,225
2018	$168,321	$117,642	$7,692,606	$50,679