White House Historical Association
Only 47% goes to programs $16 to raise $100 Strong reserves Growing revenue
White House Historical Association is a 501(c)(3) organization based in Washington, District of Columbia, registered in 1963, with $72,929,674 in FY2023 revenue. CharityIndex grades it C+, and it directs about 47% of spending to programs.
740 Jackson Place Nw, Washington, DC, 20006 EIN 52-0749685 Since 1963
Revenue (FY2023)
$72.9M
▲ 116.0% vs prior year
Arts & Culture median: $159K
Expenses (FY2023)
$29.7M
Net assets
$111.4M
Employees
110
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
★★★★
Rated on 4 of 4 criteria.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →DProgram efficiency40% of the rating47% to programs · $16 to raise $100
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For White House Historical Association: 47% to programs · $16 to raise $100 earns a D on this criterion. See the exact thresholds →
AFinancial health25% of the rating45 mo reserves · +59% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For White House Historical Association: 45 mo reserves · +59% margin earns a A on this criterion. See the exact thresholds →
A+Governance25% of the rating6 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For White House Historical Association: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
A+Transparency10% of the rating5 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For White House Historical Association: 5 of 5 disclosure signals earns a A+ on this criterion. See the exact thresholds →
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Mission
To educate the public about the white house and its history.
What they do
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.
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.
Contact & location
- Address
- 740 Jackson Place Nw, Washington, DC, 20006
- City
- Washington
- State
- District of Columbia
- Category
- Arts, Culture & Humanities
- Subcategory
- Historical Societies
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $9.7M (FY2013) to $72.9M (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $37.0MNet assets $111.4M
Operating margin
59.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$148.4M
Total liabilities
$37.0M
Net assets
$111.4M
Salaries & benefits
$9.4M
32% of expenses
Board members
18
17 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $72,929,674▲116% | $29,706,474▲6.4% | $111,411,043▲69.7% | $148,432,386▲46.0% | 990 |
| 2022 | $33,760,760▲37.4% | $27,910,827▲11.5% | $65,667,145▲16.3% | $101,657,455▲55.2% | 990 |
| 2021 | $24,577,182▲13.2% | $25,043,000▲33.5% | $56,477,312▼13.2% | $65,503,235▼7.2% | 990 |
| 2020 | $21,703,882▲10.7% | $18,763,512▲0.7% | $65,044,071▲13.3% | $70,614,346▲11.7% | 990 |
| 2019 | $19,604,563▼6.3% | $18,640,082▲6.3% | $57,418,785▲5.0% | $63,219,070▲6.0% | 990 |
| 2018 | $20,912,164▲23.1% | $17,531,797▲4.1% | $54,684,859▲7.1% | $59,663,959▲7.3% | 990 |
| 2017 | $16,985,357▲16.1% | $16,847,370▲22.9% | $51,060,795▲5.1% | $55,624,529▲6.5% | 990 |
| 2016 | $14,624,723▲21.3% | $13,713,724▼10.5% | $48,603,106▲3.6% | $52,249,408▲7.4% | 990 |
| 2015 | $12,053,451▼19.0% | $15,325,075▲38.0% | $46,916,469▼7.5% | $48,650,494▼6.9% | 990 |
| 2014 | $14,884,189▲52.9% | $11,104,185▲19.5% | $50,717,812▲10.5% | $52,245,842▲9.3% | 990 |
| 2013 | $9,735,420 | $9,296,068▼23.0% | $45,878,346▲5.5% | $47,786,999▲5.0% | 990 |
| 2012 | — | $12,076,399▲32.4% | $43,491,067▼6.6% | $45,524,716▼6.3% | 990 |
| 2011 | — | $9,124,457▼15.2% | $46,579,574▲22.0% | $48,585,265▲19.9% | 990 |
| 2010 | — | $10,759,546 | $38,185,775 | $40,535,544 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2023)
Highest-paid: Stewart Mclaurin — $483,106 (1.63% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Stewart Mclaurin | President | 39 | $483,106 |
| Albert Lee | Chief Financial Officer | 40 | $337,809 |
| Rhett Wilson | Vp, Development | 40 | $294,872 |
| Marcia Anderson | Vp-publications & Executive Editor | 40 | $231,441 |
| Andrew Battaile Jr | Associate Vp of Development | 40 | $179,673 |
| David Sweeney | Senior Director, Corporate and Foundation Rel | 40 | $165,951 |
| Matthew Costello | Chief Education Officer | 40 | $163,893 |
| Kimberly Osborne | Vp of Board Engagement, Office of the Preside | 40 | $163,832 |
| Robert Milam | Retail Manager | 40 | $160,850 |
| Colleen Shogan | Senior Vp & Director of the David M. Rubenstein Center | 40 | $155,862 |
| Amanda Shifflett | Vp Marketing Communications and Engagment | 40 | $142,060 |
| Sarah Fosdick | Chief Development Officer | 40 | $103,535 |
| Luci Shanahan | Chief Retail Officer | 40 | $89,265 |
| Anita B Mcbride | Secretary | 1 | — |
| Ashley Dabbiere | Member At Large | 1 | — |
| Barbara Perry | Member At Large | 1 | — |
| Benjamin C Sutton Jr | Member At Large | 1 | — |
| Deneen C Howell | Member At Large | 1 | — |
| Eula Adams | Member At Large | 1 | — |
| Gahl Hodges Burt | Member At Large | 1 | — |
Top vendors & contractors (FY2023)
| Contractor | Services | Paid |
|---|---|---|
| Chemart Company | Merchandise Producer | $10,976,245 |
| Ralph Applebaum | Consulting Services | $2,428,781 |
| Frontrunner Productions | Event Production | $1,556,191 |
| Newport One Inc | Mailing Services | $705,969 |
| Nobody Media LLC | Media Production | $624,716 |
Grants received · $10.0M total
90 grants to White House Historical Association totaling $10.0M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Morgan Stanley Global Impact Funding Trust Inc | Unrestricted general support | 2024 | $269,000 |
| American Endowment Foundation | Arts, culture | 2024 | $161,250 |
| American Online Giving Foundation Inc | General support | 2024 | $138,552 |
| Community Foundation of Greater Greensboro Inc | General support | 2024 | $35,000 |
| Gs Donor Advised Philanthropy Fund For Wealth Management Inc | Arts and culture | 2024 | $34,000 |
| AARP | General support | 2024 | $25,000 |
| Goldman Sachs Charitable Gift Fund | Educational programs & other student svc | 2023 | $1,175,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $445,950 |
| National Philanthropic Tr | Religion | 2023 | $185,000 |
| Donor Advised Charitable Giving | Arts, culture & humanities | 2023 | $172,215 |
| American Endowment Foundation | Arts, culture | 2023 | $150,000 |
| Goldman Sachs Charitable Gift Fund | Community outreach & enrichment programs | 2023 | $130,000 |
| American Online Giving Foundation Inc | General support | 2023 | $106,073 |
| Vanguard Charitable Endowment Program | For recipient's exempt purpose | 2023 | $102,000 |
| The Chicago Community Trust | General support for programs, operations and other charitable purposes | 2023 | $45,000 |
Grants made · $343K in FY2016
1 grant totaling $343K in FY2016. All grants made by White House Historical Association →
| Recipient | Purpose | Amount |
|---|---|---|
| White House Visitor Center | To preserve an educational & informational facility for white house history | $342,906 |
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Frequently asked questions
- Is White House Historical Association a legitimate nonprofit?
- Yes. White House Historical Association is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 52-0749685, based in Washington, District of Columbia. Donations are tax-deductible.
- What is White House Historical Association's EIN?
- White House Historical Association's Employer Identification Number (EIN) is 52-0749685.
- How much revenue does White House Historical Association report?
- White House Historical Association reported $72,929,674 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- How much of White House Historical Association's spending goes to programs?
- White House Historical Association spends about 47% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does White House Historical Association have?
- CharityIndex grades White House Historical Association C+, based on program efficiency and fundraising cost.
- How much does White House Historical Association's highest-paid employee make?
- The highest reported compensation on White House Historical Association's latest Form 990 is $483,106, paid to Stewart Mclaurin (President).
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Data for White House Historical Association (EIN 52-0749685) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.