WHITE HOUSE ENDOWMENT AND ACQUISITION TRUST (EIN 526898598) - Form 990 Financial Analysis & Trantor Score

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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

1998

Legal Domicile

Phone

2027891145

Tax Period

2023-10-01 to 2024-09-30

WHITE HOUSE ENDOWMENT AND ACQUISITION TRUST, founded in 1998, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.5M in total revenue in fiscal year 2023. The organization ran a surplus of $2.5M, a strong 73% operating margin.

Mission

TO SUPPORT THE PUBLIC ROOMS OF THE WHITE HOUSE AND ITS COLLECTION OF FINE AND DECORATIVE ARTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $3,426,161

Other Revenue $74,748

TOTAL REVENUE $3,500,909

Expense Breakdown

Grants Paid $641,785

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $641,785

Other Expenses $319,917

TOTAL EXPENSES $961,702

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,500,909	$3,402,559	+0.0%
Expenses	$961,702	$999,879	0.0%
Net Income	$2,539,207	$2,402,680	+0.1%

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

$521,865

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Frederick Ryan	Chairman	1.0	Officer Director	$0	$0	$0
Anita McBride	Trustee	1.0	Director	$0	$0	$0
Ashley Dabbiere	Trustee	1.0	Director	$0	$0	$0
Barbara Perry	Trustee	1.0	Director	$0	$0	$0
James McDaniel	Trustee	1.0	Director	$0	$0	$0
John Behrendt	Trustee	1.0	Director	$0	$0	$0
John Rogers	Trustee	1.0	Director	$0	$0	$0
Tina Tchen	Trustee	1.0	Director	$0	$0	$0
Stewart McLaurin	President	1.0	Officer	$0	$38,759	$521,865

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	$3,500,909	$961,702	$105,455,094	$2,539,207
2023	$3,402,559	$999,879	$86,507,884	$2,402,680
2022	$3,534,868	$1,099,275	$76,621,278	$2,435,593
2021	$4,552,550	$1,384,370	$90,348,288	$3,168,180
2020	$2,352,989	$1,484,033	$77,055,343	$868,956
2018	$1,772,413	$2,203,146	$63,660,526	$-430,733

WHITE HOUSE ENDOWMENT AND ACQUISITION TRUST