Nonprofit · EIN 52-0749685
WHITE HOUSE HISTORICAL ASSOCIATION
Tax-exempt · WASHINGTON, DC 20006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $42,816,496 | $35,854,422 | $6,962,074 | $163,814,750 | $43,430,887 | $120,383,863 |
| September 30, 2024 | 990 | $72,929,674 | $29,706,474 | $43,223,200 | $148,432,386 | $37,021,343 | $111,411,043 |
| September 30, 2023 | 990 | $33,760,760 | $27,910,827 | $5,849,933 | $101,657,455 | $35,990,310 | $65,667,145 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $29,307,407
- Program service revenue
- $0
- Investment income
- $841,727
- Royalties
- $68,290
- Net rental income
- $622,546
- Net gain from sales of assets
- $136,264
- Net income from fundraising events
- -$147,627
- Net income from sales of inventory
- $11,915,453
- Other revenue
- $12,667,362
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $2,552,579
- Other salaries and wages
- $7,366,923
- Salaries, compensation and benefits (total)
- $11,922,814
- Professional fundraising fees
- $571,523
- Legal fees
- $71,188
- Accounting fees
- $478,375
- Occupancy
- $3,351,572
- Travel
- $660,413
- Depreciation
- $2,707,598
- Program services (functional)
- $20,848,605
- Management and general (functional)
- $6,420,908
- Fundraising (functional)
- $8,584,909
Balance sheet and other
- Total assets, start of year
- $148,432,386
- Total assets, end of year
- $163,814,750
- Total liabilities, end of year
- $43,430,887
- Net assets, end of year
- $120,383,863
- Land, buildings and equipment
- $37,998,194
- Publicly traded securities
- $25,484,701
- Net assets without donor restrictions
- $55,235,957
- Net assets with donor restrictions
- $65,147,906
- Gross receipts
- $76,324,864
- Employees
- 144
- Volunteers
- 16
- Year formed
- 1961
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEWART MCLAURIN | PRESIDENT Trustee or director, Officer | 39 | $373,929 | $33,447 |
| ALBERT LEE | CFO Officer | 40 | $362,865 | $8,798 |
| RHETT WILSON | VP OF DEVELOPMENT Key employee | 40 | $314,822 | $26,314 |
| MARCIA ANDERSON | VP OF PUBLICATION & EXEC. EDITOR Key employee | 40 | $243,559 | $42,817 |
| SARAH FOSDICK | CHIEF DEVELOPMENT OFFICER Key employee | 40 | $243,676 | $39,130 |
| LUCI SHANAHAN | CHIEF RETAIL OFFICER Key employee | 40 | $279,210 | $1,300 |
| MATTHEW COSTELLO | CHIEF EDUCATION OFFICER Key employee | 40 | $210,967 | $33,761 |
| ROBERT MILAM | RETAIL MANAGER Highest-paid employee | 40 | $161,350 | $45,565 |
| DAVID SWEENEY | SENIOR DIRECTOR, CORP & FDN Highest-paid employee | 40 | $170,897 | $34,335 |
| ROB WARCHOL | ASST. VP, DEVELOPMENT Highest-paid employee | 40 | $171,936 | $33,181 |
| KIMBERLY OSBORNE | VP OF BOARD ENGAGEMENT Highest-paid employee | 40 | $177,933 | $18,449 |
| AMANDA SHIFFLETT | VP OF MARKETING, COMM. & ENGAGEMENT Highest-paid employee | 40 | $149,560 | $10,138 |
| JOHN FW ROGERS | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| ANITA B MCBRIDE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ASHLEY DABBIERE | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA PERRY | MEMBER AT LARGE Trustee or director | 1 | $0 |
| BENJAMIN C SUTTON JR | MEMBER AT LARGE Trustee or director | 1 | $0 |
| DENEEN C HOWELL | MEMBER AT LARGE Trustee or director | 1 | $0 |
| EULA ADAMS | MEMBER AT LARGE Trustee or director | 1 | $0 |
| GAHL HODGES BURT | MEMBER AT LARGE Trustee or director | 1 | $0 |
| GREGORY W WENDT | TREASURER Trustee or director, Officer | 1 | $0 |
| JEAN M CASE | MEMBER AT LARGE Trustee or director | 1 | $0 |
| MERLYNN CARSON | MEMBER AT LARGE Trustee or director | 1 | $0 |
| MICHAEL BESCHLOSS | MEMBER AT LARGE (TO 03/2025) Trustee or director | 1 | $0 |
| NICOLE SEXTON | MEMBER AT LARGE Trustee or director | 1 | $0 |
| TERESA CARLSON | VICE-CHAIRPERSON Trustee or director | 1 | $0 |
| THAM KANNALIKHAM | MEMBER AT LARGE Trustee or director | 1 | $0 |
| TINA TCHEN | MEMBER AT LARGE Trustee or director | 1 | $0 |
| WAYNE AI FREDERICK | MEMBER AT LARGE Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Stewart McLaurin | President Trustee or director, Officer | 39 | $483,106 | $38,759 |
| Albert Lee | Chief Financial Officer Key employee | 40 | $337,809 | $22,472 |
| Rhett Wilson | VP, DEVELOPMENT Key employee | 40 | $294,872 | $29,623 |
| Marcia Anderson | VP-Publications & Executive Editor Key employee | 40 | $231,441 | $48,617 |
| Andrew Battaile Jr | Associate VP of Development Highest-paid employee | 40 | $179,673 | $30,202 |
| Robert Milam | Retail Manager Highest-paid employee | 40 | $160,850 | $47,917 |
| Kimberly Osborne | VP of Board Engagement, Office of the Preside Highest-paid employee | 40 | $163,832 | $32,217 |
| Matthew Costello | Chief Education Officer Key employee | 40 | $163,893 | $31,809 |
| David Sweeney | Senior Director, Corporate and Foundation Rel Highest-paid employee | 40 | $165,951 | $12,788 |
| Colleen Shogan | Senior VP & Director of the David M. Rubenstein Center Key employee | 40 | $155,862 | $11,353 |
| Amanda Shifflett | VP Marketing Communications and Engagment Highest-paid employee | 40 | $142,060 | $13,260 |
| Sarah Fosdick | Chief Development Officer Key employee | 40 | $103,535 | $14,511 |
| Luci Shanahan | Chief Retail Officer Key employee | 40 | $89,265 | $565 |
| John FW Rogers | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Anita B McBride | Secretary Trustee or director | 1 | $0 | $0 |
| Ashley Dabbiere | Member at Large Trustee or director | 1 | $0 | $0 |
| Barbara Perry | Member at Large Trustee or director | 1 | $0 | $0 |
| Benjamin C Sutton Jr | Member at Large Trustee or director | 1 | $0 | $0 |
| Deneen C Howell | Member at Large Trustee or director | 1 | $0 | $0 |
| Eula Adams | Member at Large Trustee or director | 1 | $0 | $0 |
| Gahl Hodges Burt | Member at Large Trustee or director | 1 | $0 | $0 |
| Gregory W Wendt | Treasurer Trustee or director | 1 | $0 | $0 |
| Jean M Case | Member at Large Trustee or director | 1 | $0 | $0 |
| Merlynn Carson | Member at Large Trustee or director | 1 | $0 | $0 |
| Michael Beschloss | Member at Large Trustee or director | 1 | $0 | $0 |
| Nicole Sexton | Member at Large Trustee or director | 1 | $0 | $0 |
| Teresa Carlson | Vice-Chairperson Trustee or director | 1 | $0 | $0 |
| Tham Kannalikham | Member at Large Trustee or director | 1 | $0 | $0 |
| Tina Tchen | Member at Large Trustee or director | 1 | $0 | $0 |
| Wayne AI Frederick | Member at Large Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEWART MCLAURIN | PRESIDENT Trustee or director, Officer | 39 | $413,257 | $34,289 |
| ALBERT LEE | CFO Officer | 40 | $315,585 | $20,237 |
| RHETT WILSON | CHIEF DEVELOPMENT OFFICER Key employee | 40 | $275,261 | $26,651 |
| COLLEEN SHOGAN | SENIOR VP & DIR(THRU 5/2023) Key employee | 40 | $276,986 | $20,621 |
| MARCIA ANDERSON | CHIEF PUBLICATION OFFICER Key employee | 40 | $216,202 | $44,133 |
| ROBERT MILAM | RETAIL MANAGER Highest-paid employee | 40 | $170,210 | $49,320 |
| ANDREW BATTAILE JR | ASSOCIATE VP OF DEVELOPMENT Highest-paid employee | 40 | $174,987 | $26,649 |
| LAURA WHARTON | SENIOR DIRECTOR PRINCIPAL GIFT Highest-paid employee | 40 | $157,873 | $27,480 |
| KIMBERLY OSBORNE | DIRECTOR OF BOARD ENGAGEMENT Highest-paid employee | 40 | $152,530 | $28,984 |
| MATTHEW COSTELLO | CHIEF EDUCATION OFFICER Key employee | 40 | $133,996 | $28,008 |
| AMANDA SHIFFLETT | VP MARKETING COMMUNICATIONS AN Highest-paid employee | 40 | $123,039 | $10,975 |
| CHRSTINE MIDDLETON | CHIEF BRAND OFF. (THRU 7/2022) Former | 40 | $100,166 | $774 |
| JOHN F W ROGERS | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| TERESA CARLSON | VICE-CHAIRPERSON Trustee or director | 1 | $0 | $0 |
| GREGORY W WENDT | TREASURER Trustee or director | 1 | $0 | $0 |
| ANITA B MCBRIDE | SECRETARY Trustee or director | 1 | $0 | $0 |
| EULA ADAMS | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| JOHN T BEHRENDT | MEMBER AT LARGE (THRU 12/2022) Trustee or director | 1 | $0 | $0 |
| MICHAEL BESCHLOSS | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| GAHL HODGES BURT | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| MERLYNN CARSON | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| JEAN M CASE | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| ASHLEY DABBIERE | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| WAYNE AI FREDERICK | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| DENEEN C HOWELL | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| THAM KANNALIKHAM | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| METTA KRACH | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| BARBARA PERRY | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| FREDERICK J RYAN JR | MEMBER AT LARGE (THRU 12/2022) Trustee or director | 1 | $0 | $0 |
| BENJAMIN C SUTTON JR | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| TINA TCHEN | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| KATERINE MALONE-FRANCE | EX-OFFICIO MEMBER(THRU 8/2023) Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 740 JACKSON PLACE NW, WASHINGTON, DC 20006-0000
- In care of
- % WHITE HOUSE HISTORICAL ASSOC
- Principal officer (990 for 2024)
- STEWART D MCLAURIN, 740 JACKSON PLACE NW, WASHINGTON, DC 20006
- Signed the 990
- ALBERT LEE, CFO
- Phone
- (202) 737-8292
- Website
- WWW.WHITEHOUSEHISTORY.ORG
- Return prepared by
- CBIZ ADVISORS LLC
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 accomplishments
- THE ASSOCIATION OPENED THE PEOPLE'S HOUSE: A WHITE HOUSE EXPERIENCE AT 1700 PENNSYLVANIA AVENUE. THIS CUTTING-EDGE EDUCATIONAL MUSEUM EXPERIENCE TELLS THE STORY OF THE EXECUTIVE MANSION, ITS INHABITANTS, AND THE PEOPLE WHO HAVE DEDICATED THEIR CAREERS TO ITS FUNCTIONS. IT IS FREE AND OPEN TO THE PUBLIC SEVEN DAYS A WEEK, AND IN ITS FIRST YEAR OF OPERATION WELCOMED MORE THAN 275,000 VISITORS.Expenses $7,674,482
- 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.Expenses $6,715,161 · revenue $11,915,453
- 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 SYMPOSIUM ON FOOD HISTORY AND THE WHITE HOUSE IN MAY 2025. THE RUBENSTEIN CENTER CONTINUES TO HOST WHITE HOUSE HISTORY LIVE, A MONTHLY VIRTUAL PROGRAM. THIS PROGRAM HAD MORE THAN 1.8 MILLION VIEWS IN 2025. IN JULY 2025, 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.Expenses $3,487,176
- WEBSITE AND DIGITAL ASSETS: THE WHHA DIGITAL LIBRARY HOLDS MORE THAN 30,000 IMAGES OF THE WHITE HOUSE SPANNING ITS ENTIRE HISTORY, INCLUDING EXTERIOR VIEWS, IMAGES OF ROOMS AND FURNISHINGS, AND PHOTOS OF EVENTS INCLUDING INAUGURATIONS AND HOLIDAY CELEBRATIONS. IN SUPPORT OF THE ASSOCIATION'S EDUCATIONAL MISSION, EACH IMAGE HAS ACCOMPANYING HISTORICAL INFORMATION, PROVIDED FREE TO THE PUBLIC. IN OCTOBER 2025, IT WAS RELAUNCHED AS THE WHITE HOUSE HISTORY DIGITAL ARCHIVES.Expenses $646,614
- 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, 2025 WERE: ASIAN HERITAGE CHEFS IN WHITE HOUSE HISTORY: COOKING TO THE PRESIDENT'S TASTE, WHITE HOUSE MEMORIES 19702007: RECOLLECTIONS OF THE LONGEST SERVING CHIEF USHER, THE PEOPLE'S HOUSE MISCELLANY: A TREASURY OF WHITE HOUSE HISTORY, FUN FACTS, AND THINGS TO KNOW, COLORING THE WHITE HOUSE, OFFICIAL WHITE HOUSE CHINA: FROM THE 18TH TO 21ST CENTURIES, THE OFFICIAL WHITE HOUSE CHRISTMAS ORNAMENT: COLLECTED STORIES OF A HOLIDAY TRADITION (6TH EDITION), HOW TO DRAW THE PRESIDENTS AND FIRST LADIES, AND FIRST LADIES MAKE HISTORY (2ND EDITION). WHITE HOUSE HISTORY QUARTERLY ISSUES INCLUDED "ANIMALS AT WORK IN WHITE HOUSE HISTORY," "THE WHITE HOUSE AND WORLD WAR II," "MEMORIALS, CEMETERIES, AND WHITE HOUSE HISTORY, AND "THE WHITE HOUSE THAT WASN'T." THE ASSOCIATION'S BOOKS RECEIVED 30 NATIONAL AND INTERNATIONAL AWARDS IN THE FOLLOWING COMPETITIONS: BEST BOOK, BENJAMIN FRANKLIN, COMMUNICATOR, INDEPENDENT PUBLISHER BOOK AWARDS (IPPY), NATIONAL INDIE EXCELLENCE, NEXT GENERATION INDIE, AND NYC BIG BOOK.Expenses $2,325,172
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 52-0749685
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1963
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $163,814,750
- Income (IRS master file)
- $76,324,864
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $42,816,496 | $35,854,422 | $163,814,750 | XML |
| 990 | September 2024 | $72,929,674 | $29,706,474 | $148,432,386 | XML |
| 990 | September 2023 | $33,760,760 | $27,910,827 | $101,657,455 | XML |
| 990 | September 2022 | $24,577,182 | $25,043,000 | $65,503,235 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-0749685).
Questions about WHITE HOUSE HISTORICAL ASSOCIATION
- What is the EIN of WHITE HOUSE HISTORICAL ASSOCIATION?
- The employer identification number (EIN) of WHITE HOUSE HISTORICAL ASSOCIATION is 52-0749685.
- Is WHITE HOUSE HISTORICAL ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to WHITE HOUSE HISTORICAL ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WHITE HOUSE HISTORICAL ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WHITE HOUSE HISTORICAL ASSOCIATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WHITE HOUSE HISTORICAL ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of WHITE HOUSE HISTORICAL ASSOCIATION?
- The 990 for the year ended September 30, 2025 names STEWART D MCLAURIN.
- Who are the officers and directors of WHITE HOUSE HISTORICAL ASSOCIATION?
- The 990 for the year ended September 30, 2025 lists 29 people; 12 received compensation from the organization, the highest $373,929 (STEWART MCLAURIN, PRESIDENT).
- How much revenue does WHITE HOUSE HISTORICAL ASSOCIATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $42,816,496, expenses of $35,854,422 and total assets of $163,814,750 at year end.
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