THE EDISON INSTITUTE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE EDISON INSTITUTE INC (EIN 38-1359513)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202333119349303403
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T13:46:27-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 CAMBRIDGE CT STE 300 | AddressLine1Txt |
| City | AUBURN HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381359513 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDISON INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDIS | BusinessNameControlTxt |
| Phone | 3132711620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20900 OAKWOOD BOULEVARD | AddressLine1Txt |
| City | DEARBORN | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE TROTTER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 3139826060 | PhoneNum |
| Signature | 2023-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHANIE | PersonFirstNm |
| Person Last | TROTTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TINA PETERS | PreparerPersonNm |
| PTIN | P00904574 | PTIN |
| Phone | 2483757100 | PhoneNum |
| Preparation | 2023-11-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HENRY FORD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICIA MOORADIAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20900 OAKWOOD BOULEVARD | AddressLine1Txt |
| City | DEARBORN | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $95,833,392 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEHENRYFORD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1929 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | THE EDISON INSTITUTE, KNOWN AS THE HENRY FORD (THF), IS A NATIONAL (CONTINUED ON SCHEDULE O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 1551 | TotalEmployeeCnt |
| Total Volunteers | 376 | TotalVolunteersCnt |
| Total Gross UBI | $882,481 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $4,136 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $28,611,344 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,944,128 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,802,854 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $28,229,237 | CYProgramServiceRevenueAmt |
| PY Investment Income | $28,702,990 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,973,583 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,776,199 | PYOtherRevenueAmt |
| CY Other Revenue | $17,807,576 | CYOtherRevenueAmt |
| PY Total Revenue | $88,893,387 | PYTotalRevenueAmt |
| CY Total Revenue | $56,954,524 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,250 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $30,984,139 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $36,634,455 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $102,220 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $152,562 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,166,422 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $32,078,491 | PYOtherExpensesAmt |
| CY Other Expenses | $37,061,855 | CYOtherExpensesAmt |
| PY Total Expenses | $63,176,100 | PYTotalExpensesAmt |
| CY Total Expenses | $73,848,872 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $25,717,287 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$16,894,348 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $598,342,638 | TotalAssetsBOYAmt |
| Total Assets EOY | $529,837,527 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $54,843,511 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,391,325 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $543,499,127 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $477,446,202 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE HENRY FORD PROVIDES UNIQUE EDUCATIONAL EXPERIENCES BASED ON AUTHENTIC OBJECTS, STORIES AND LIVES FROM AMERICA'S TRADITIONS OF INGENUITY, RESOURCEFULNESS AND INNOVATION. ITS PURPOSE IS TO INSPIRE OTHERS TO LEARN FROM THESE TRADITIONS TO HELP SHAPE A BETTER FUTURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $57,163,157 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $42,556,575 | RevenueAmt |
| Desc | EDUCATION THROUGH COLLECTION, PRESERVATION AND INTERPRETATION OF AMERICAN HISTORY FOR A BROAD PUBLIC AUDIENCE. OUR COLLECTIONS INCLUDE APPROXIMATELY ONE MILLION THREE-DIMENSIONAL OBJECTS, PLUS AN ARCHIVE AND LIBRARY COLLECTION OF ABOUT TWENTY-FIVE MILLION ITEMS. WE PROVIDE UNIQUE EDUCATIONAL EXPERIENCES TO APPROXIMATELY 1.5 MILLION GUESTS ANNUALLY. | Desc |
| Total Program Service Expenses | $57,163,157 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 227 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1551 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHANIE TROTTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3132711620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20900 OAKWOOD BOULEVARD | AddressLine1Txt |
| City | DEARBORN | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48124 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| PATRICIA E MOORADIAN | ||||||||
| PRESIDENT & SECRETARY | 40.00 | 0.00 | Yes (X) | Yes (X) | $776,338 | $0 | $41,684 | |
| JAMES S MEDFORD | ||||||||
| SR VP & CHIEF ADVANCEMENT OFFICER | 40.00 | 0.00 | $335,723 | $0 | $46,704 | Yes (X) | ||
| BRENT OTT | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | Yes (X) | $318,914 | $0 | $31,630 | ||
| JASON M GREUTHER | ||||||||
| VP HISTORICAL RESOURCES & CHIEF CURATOR | 40.00 | 0.00 | $249,071 | $0 | $36,531 | Yes (X) | ||
| JOHN C NEILSON | ||||||||
| VP VENUES & EXPERIENCES | 40.00 | 0.00 | $255,878 | $0 | $14,527 | Yes (X) | ||
| BONNIE M LOBERT | ||||||||
| VP TALENT & CULTURE/CHIEF TALENT OFFICER | 40.00 | 0.00 | $220,629 | $0 | $18,785 | Yes (X) | ||
| CHRISTIAN K CULLEN | ||||||||
| MANAGING DIRECTOR OF INTEGRATED OPS | 40.00 | 0.00 | $175,607 | $0 | $34,461 | Yes (X) | ||
| STEPHANIE TROTTER | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | Yes (X) | $46,154 | $0 | $2,769 | ||
| S EVAN WEINER | ||||||||
| CHAIRMAN | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHEILA FORD HAMP | ||||||||
| VICE CHAIRMAN - PART YEAR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LISA A PAYNE | ||||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM CLAY FORD JR | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN FORD ALANDT | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL R DIMOND | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EDSEL B FORD II | ||||||||
| TRUSTEE - PART YEAR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RALPH J GERSON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH FORD KONTULIS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD A MANOOGIAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER F HAMP | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALESSANDRO F UZIELLI | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN W INGLE III | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HENRY FORD III | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HAU THAI-TANG | ||||||||
| TRUSTEE - PART YEAR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE MEYER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK L REUSS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM CLAY FORD III | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZA KONTULIS GETZ | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HENDRIK MEIJER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA APSEY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLA WALKER-MILLER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KOUHAILA HAMMER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JON OBERHEIDE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR ALEC D GALLIMORE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARC TRUBY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,378,314 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $227,091 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| O'NEAL CONSTRUCTION INC | |||||
| 525 W WILLIAM | ANN ARBOR | MI | 48103 | CONSTRUCTION-RENOVATIONS | $3,966,592 |
| HEARST MEDIA PRODUCTION GROUP LLC | |||||
| 884 ALLBRITTON BLVD SUITE 200 | MT PLEASANT | MI | 29464 | MEDIA PRODUCTION | $3,496,350 |
| REAL INTEGRATED | |||||
| 888 W BIG BEAVER RD STE 501 | TROY | MI | 48084 | ADVERTISING SERVICES | $1,583,243 |
| PEOPLE'S TRANSIT LTD | |||||
| 29017 HIGHLAND RD | ROMULUS | MI | 48174 | TRANSPORTATION SERVICES | $1,498,505 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| 100 SUMMER ST | BOSTON | MA | 02110 | INVESTMENT SERVICES | $908,532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 37 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $242,261 | GovernmentGrantsAmt |
| All Other Contributions | $8,701,867 | AllOtherContributionsAmt |
| Noncash Contributions | $4,916 | NoncashContributionsAmt |
| Total Contributions | $8,944,128 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900999 | $15,696,994 | $15,696,994 |
| MEMBERSHIP DUES | 900999 | $8,635,011 | $8,635,011 |
| AUXILIARY | 900999 | $3,143,507 | $3,143,507 |
| ROUGE FACTORY TOUR | 900999 | $500,000 | $500,000 |
| CONFERENCE REGISTRATIONS | 900999 | $253,725 | $253,725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $28,229,237 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $454,485 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $41,462 | UnrelatedBusinessRevenueAmt |
| Exclusion | $413,023 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,570 | TotalRevenueColumnAmt |
| Exclusion | $47,570 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,877,315 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $143,709 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,733,606 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,733,606 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,193,391 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,540,215 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,695,318 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,176,220 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,519,098 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,519,098 | TotalRevenueColumnAmt |
| Exclusion | $1,519,098 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $12,207,216 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,558,939 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,648,277 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,643,141 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,136 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| OTHER FEES | 900099 | $3,236,162 | $2,400,279 | $835,883 | |
| FORD ROUGE FACTORY TOUR | 900099 | $2,090,527 | $2,090,527 | ||
| PARKING FEES | 900099 | $944,956 | $944,956 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,478 | TotalRevenueColumnAmt |
| Exclusion | $106,478 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,378,123 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,954,524 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,556,575 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $882,481 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,571,340 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,217,489 | TotalAmt |
| Program Services | $59,920 | ProgramServicesAmt |
| Management And General | $666,756 | ManagementAndGeneralAmt |
| Fundraising | $490,813 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,619,866 | TotalAmt |
| Program Services | $25,116,611 | ProgramServicesAmt |
| Management And General | $4,168,359 | ManagementAndGeneralAmt |
| Fundraising | $1,334,896 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,047,612 | TotalAmt |
| Program Services | $919,945 | ProgramServicesAmt |
| Management And General | $84,357 | ManagementAndGeneralAmt |
| Fundraising | $43,310 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,276,178 | TotalAmt |
| Program Services | $106,714 | ProgramServicesAmt |
| Management And General | $863,155 | ManagementAndGeneralAmt |
| Fundraising | $306,309 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,473,310 | TotalAmt |
| Program Services | $2,133,007 | ProgramServicesAmt |
| Management And General | $229,051 | ManagementAndGeneralAmt |
| Fundraising | $111,252 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,284 | TotalAmt |
| Program Services | $23,661 | ProgramServicesAmt |
| Management And General | $115,123 | ManagementAndGeneralAmt |
| Fundraising | $27,500 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,625 | TotalAmt |
| Management And General | $180,625 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,000 | TotalAmt |
| Fundraising | $90,000 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,562 | TotalAmt |
| Fundraising | $152,562 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $884,788 | TotalAmt |
| Management And General | $884,788 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,928,936 | TotalAmt |
| Program Services | $12,727,932 | ProgramServicesAmt |
| Management And General | $1,070,932 | ManagementAndGeneralAmt |
| Fundraising | $130,072 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,593,867 | TotalAmt |
| Program Services | $305,628 | ProgramServicesAmt |
| Management And General | $2,288,239 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,541,807 | TotalAmt |
| Program Services | $4,988,505 | ProgramServicesAmt |
| Management And General | $1,421,926 | ManagementAndGeneralAmt |
| Fundraising | $131,376 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,714 | TotalAmt |
| Program Services | $426,714 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,954,776 | TotalAmt |
| Program Services | $3,972,512 | ProgramServicesAmt |
| Management And General | $953,235 | ManagementAndGeneralAmt |
| Fundraising | $29,029 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $646,874 | TotalAmt |
| Program Services | $387,427 | ProgramServicesAmt |
| Management And General | $19,429 | ManagementAndGeneralAmt |
| Fundraising | $240,018 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $580,970 | TotalAmt |
| Program Services | $580,970 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,871,714 | TotalAmt |
| Program Services | $4,433,260 | ProgramServicesAmt |
| Management And General | $389,737 | ManagementAndGeneralAmt |
| Fundraising | $48,717 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $794,914 | TotalAmt |
| Program Services | $723,372 | ProgramServicesAmt |
| Management And General | $63,593 | ManagementAndGeneralAmt |
| Fundraising | $7,949 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TRAINING AND RECRUITING | $136,801 | $37,343 | $94,202 | $5,256 |
| UNIFORMS | $114,789 | $108,670 | $6,115 | $4 |
| ACCESSIONS | $87,347 | $87,347 | ||
| MISCELANEOUS | $57,774 | $20,744 | $19,671 | $17,359 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,875 | TotalAmt |
| Program Services | $2,875 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,848,872 | TotalAmt |
| Program Services | $57,163,157 | ProgramServicesAmt |
| Management And General | $13,519,293 | ManagementAndGeneralAmt |
| Fundraising | $3,166,422 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,229,954 | BOYAmt |
| EOY | $565,913 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,388,195 | BOYAmt |
| EOY | $20,055,509 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,151,701 | BOYAmt |
| EOY | $7,598,665 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,746,256 | BOYAmt |
| EOY | $12,090,398 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,771 | BOYAmt |
| EOY | $497,909 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,411,781 | BOYAmt |
| EOY | $2,119,474 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $213,511,331 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $150,045,164 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,352,114 | BOYAmt |
| EOY | $63,466,167 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,223,475 | BOYAmt |
| EOY | $229,499,750 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,461,391 | BOYAmt |
| EOY | $193,943,742 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,342,638 | BOYAmt |
| EOY | $529,837,527 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,866,001 | BOYAmt |
| EOY | $7,672,726 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,887 | BOYAmt |
| EOY | $90,155 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,400,000 | BOYAmt |
| EOY | $29,400,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000,000 | BOYAmt |
| EOY | $10,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,500,623 | BOYAmt |
| EOY | $5,228,444 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,843,511 | BOYAmt |
| EOY | $52,391,325 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,123,890 | BOYAmt |
| EOY | $79,346,000 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,375,237 | BOYAmt |
| EOY | $398,100,202 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $543,499,127 | BOYAmt |
| EOY | $477,446,202 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,342,638 | BOYAmt |
| EOY | $529,837,527 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$16,894,348 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$48,726,143 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$432,434 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,631,213 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,431,896 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,815,993 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,611,344 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,944,128 | CurrentTaxYearAmt |
| Total | $80,434,574 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,686,591 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,159,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,233,476 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,684,653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,402,034 | CurrentTaxYearAmt |
| Total | $165,165,758 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,317,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,590,900 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,049,469 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,295,997 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,346,162 | CurrentTaxYearAmt |
| Total | $245,600,332 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,703,716 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $826,933 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,456,956 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,114,155 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $861,728 | CurrentTaxYearAmt |
| Total | $8,963,488 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,703,716 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $826,933 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,456,956 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,114,155 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $861,728 | CurrentTaxYearAmt |
| Total | $8,963,488 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $236,636,844 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,453,507 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,865,488 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $701,956 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,235,677 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,235,661 | CurrentTaxYearAmt |
| Total | $11,492,289 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,453,507 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,865,488 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $701,956 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,235,677 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,235,661 | CurrentTaxYearAmt |
| Total | $11,492,289 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,108,820 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,401,324 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $567,982 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,089,167 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $870,302 | CurrentTaxYearAmt |
| Total | $5,037,595 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,584,865 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,246,326 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,066,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,815,508 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,542,240 | CurrentTaxYearAmt |
| Total | $20,255,131 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,464,996 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,104,038 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,385,599 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,436,349 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,994,365 | CurrentTaxYearAmt |
| Total | $282,385,347 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.83800 | PublicSupportCY509Pct |
| Public Support PY509 | 0.84650 | PublicSupportPY509Pct |
| Investment Income CY | 0.04070 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03730 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $90,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $90,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $73,758,872 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $73,848,872 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $90,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $90,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $90,000 | CurrentYearMinus1Amt |
| Current Year | $90,000 | CurrentYearAmt |
| Total | $360,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $490,520,905 | BeginningYearBalanceAmt |
| Contributions | $259,117 | ContributionsAmt |
| Investment Earnings Or Losses | -$49,607,051 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,735,997 | OtherExpendituresAmt |
| End Year Balance | $421,436,974 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $426,783,339 | BeginningYearBalanceAmt |
| Contributions | $697,144 | ContributionsAmt |
| Investment Earnings Or Losses | $81,552,342 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,511,920 | OtherExpendituresAmt |
| End Year Balance | $490,520,905 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $389,548,776 | BeginningYearBalanceAmt |
| Contributions | $505,974 | ContributionsAmt |
| Investment Earnings Or Losses | $54,684,725 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,956,136 | OtherExpendituresAmt |
| End Year Balance | $426,783,339 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $353,508,558 | BeginningYearBalanceAmt |
| Contributions | $724,109 | ContributionsAmt |
| Investment Earnings Or Losses | $53,236,275 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,920,166 | OtherExpendituresAmt |
| End Year Balance | $389,548,776 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $375,957,942 | BeginningYearBalanceAmt |
| Contributions | $858,544 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,114,783 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,193,145 | OtherExpendituresAmt |
| End Year Balance | $353,508,558 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.14000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.75000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $341,837 | OtherCostOrOtherBasisAmt |
| Book Value | $341,837 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $116,139,667 | OtherCostOrOtherBasisAmt |
| Depreciation | $86,529,313 | DepreciationAmt |
| Book Value | $29,610,354 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,695,655 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,387,996 | DepreciationAmt |
| Book Value | $4,307,659 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,334,172 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,127,855 | DepreciationAmt |
| Book Value | $29,206,317 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $63,466,167 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMON TRUST FUNDS | $74,562,184 | F |
| LIMITED PARTNERSHIPS | $119,381,558 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $193,943,742 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INSURANCE | $831,380 |
| ACCRUED POST-RETIREMENT BENEFITS | $3,830,173 |
| GIFT CERTIFICATES | $465,516 |
| DEPOSITS | $194,900 |
| ACCRUED WAGES AND PAYROLL | -$93,525 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,228,444 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $11,046,241 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$48,726,143 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,702,648 | OtherRevenueAmt |
| Revenue Not Reported | -$45,023,495 | RevenueNotReportedAmt |
| Revenue Subtotal | $56,069,736 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $884,788 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $884,788 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $56,954,524 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $77,099,166 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,135,082 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,135,082 | ExpensesNotReportedAmt |
| Expenses Subtotal | $72,964,084 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $884,788 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $884,788 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $73,848,872 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | IN ACCORDANCE WITH THE GENERALLY ACCEPTED PRACTICES OF SIMILAR INSTITUTIONS, COLLECTIONS PURCHASED AND DONATED ARE NOT INCLUDED IN THE STATEMENT OF FINANCIAL POSITION. |
| PART III, LINE 4: | OUR COLLECTIONS INCLUDE APPROXIMATELY ONE MILLION THREE-DIMENSIONAL OBJECTS, PLUS AN ARCHIVE AND LIBRARY COLLECTION OF ABOUT TWENTY-FIVE MILLION ITEMS. WE PROVIDE UNIQUE EDUCATIONAL EXPERIENCES BASED ON AUTHENTIC OBJECTS, STORIES, AND LIVES FROM AMERICA'S TRADITIONS. |
| PART V, LINE 4: | TO ENSURE THAT ARTIFACTS ARE PRESERVED FOR, AND EDUCATIONAL PROGRAMMING IS AVAILABLE TO, CURRENT AND FUTURE GENERATIONS OF VISITORS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COGS - OTHER COSTS 3,558,939. RENTAL EXPENSES 143,709. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COGS - OTHER COSTS 3,558,939. RENTAL EXPENSES 143,709. PENSION AND OPEB 432,434. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS.LIST 74 _ 2BROOKE.RICHARD@PLANTEMORAN.COM - 08/12/22 10:58 AM WORKSHEET SCHEDULE F - ACT | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $101,183,938 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $101,183,938 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $101,183,938 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| QESS SMARTCENTER (ARIA CORP) | ||||||||
| 717 WEST ST GERMAIN STREET | ST CLOUD | MN | 56302 | SOLICITING MEMBERSHIPS | 0 | $107,164 | $35,162 | $72,002 |
| MARTS & LUNDY | ||||||||
| 160 CHUBB AVE STE 303 | LYNDHURST | NJ | 07071 | CAMPAIGN CONSULTING | 0 | $0 | $89,900 | -$89,900 |
| WINTON C SMITH JR | ||||||||
| 4943 WILLIAM ARNOLD ROAD | MEMPHIS | TN | 38117 | PLANNED GIVING CONSULTING | 0 | $0 | $27,500 | -$27,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $107,164 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $152,562 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$45,398 | TotalNetToOrganizationAmt |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICIA E MOORADIAN | ||||||||||||||
| PRESIDENT & SECRETARY | $548,424 | $0 | $227,914 | $0 | $0 | $0 | $18,300 | $0 | $23,384 | $0 | $818,022 | $0 | $0 | $0 |
| JAMES S MEDFORD | ||||||||||||||
| SR VP & CHIEF ADVANCEMENT OFFICER | $276,082 | $0 | $59,641 | $0 | $0 | $0 | $18,300 | $0 | $28,404 | $0 | $382,427 | $0 | $0 | $0 |
| BRENT OTT | ||||||||||||||
| CHIEF OPERATING OFFICER | $263,533 | $0 | $55,381 | $0 | $0 | $0 | $17,117 | $0 | $14,513 | $0 | $350,544 | $0 | $0 | $0 |
| JASON M GREUTHER | ||||||||||||||
| VP HISTORICAL RESOURCES & CHIEF CURA | $206,443 | $0 | $42,628 | $0 | $0 | $0 | $13,683 | $0 | $22,848 | $0 | $285,602 | $0 | $0 | $0 |
| JOHN C NEILSON | ||||||||||||||
| VP VENUES & EXPERIENCES | $213,250 | $0 | $42,628 | $0 | $0 | $0 | $12,347 | $0 | $2,180 | $0 | $270,405 | $0 | $0 | $0 |
| BONNIE M LOBERT | ||||||||||||||
| VP TALENT & CULTURE/CHIEF TALENT OFF | $184,205 | $0 | $36,424 | $0 | $0 | $0 | $12,317 | $0 | $6,468 | $0 | $239,414 | $0 | $0 | $0 |
| CHRISTIAN K CULLEN | ||||||||||||||
| MANAGING DIRECTOR OF INTEGRATED OPS | $174,107 | $0 | $1,500 | $0 | $0 | $0 | $10,862 | $0 | $23,599 | $0 | $210,068 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT AND VP OF INSTITUTIONAL ADVANCEMENT RECEIVE A SOCIAL CLUB MEMBERSHIP WHICH IS PROVIDED FOR BUSINESS PURPOSES. THE HENRY FORD IS REIMBURSED FOR ANY PERSONAL USE OF THE MEMBERSHIP. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| FORD MOTOR COMPANY | |||
| BOARD MEMBERS IN COMMON | $2,198,681 | PAYMENT TO FORD MOTOR COMPANY FOR UTILITIES AND PARKING LOT USAGE | 0 |
| FORD MOTOR COMPANY | |||
| BOARD MEMBERS IN COMMON | $639,728 | PAYMENT FROM FORD MOTOR COMPANY FOR EVENTS, ARCHIVES SERVICES, AND ROUGE FACTORY TOUR | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1: | HISTORIC LANDMARK THAT INCLUDES THE HENRY FORD MUSEUM OF AMERICAN INNOVATION, GREENFIELD VILLAGE, AND THE BENSON FORD RESEARCH CENTER. ITS MISSION IS TO PROVIDE UNIQUE EDUCATIONAL EXPERIENCES BASED ON AUTHENTIC OBJECTS, STORIES AND LIVES FROM AMERICA'S TRADITIONS OF INGENUITY, RESOURCEFULNESS, AND INNOVATION. ITS PURPOSE IS TO INSPIRE OTHERS TO LEARN FROM THESE TRADITIONS TO HELP SHAPE A BETTER FUTURE. THE HENRY FORD'S ORIGINAL ATTRACTION IS THE HENRY FORD MUSEUM OF AMERICAN INNOVATION (THE MUSEUM), FOUNDED IN 1929 BY HENRY FORD. THE MUSEUM CONTAINS NINE ACRES OF INDOOR PUBLIC EXHIBIT SPACE. HENRY FORD SET OUT TO RECOGNIZE AND PRESERVE THE INGENUITY AND RESOURCEFULNESS USED - AND THE PROGRESS CONSISTENTLY MADE - BY AVERAGE AMERICANS. GREENFIELD VILLAGE (THE VILLAGE) IS AN ADJACENT EIGHTY-ONE-ACRE OUTDOOR LIVING HISTORY PARK CONTAINING EIGHTY-THREE HISTORIC STRUCTURES. AMONG THE EXHIBITS IN THE VILLAGE IS THE AUTHENTIC (LIKE MOST BUILDINGS, NOT A REPRODUCTION) WRIGHT BROTHERS' BICYCLE SHOP WHERE THEIR FIRST SUCCESSFUL AIRPLANE WAS DEVELOPED. ON THE BUILDING'S FRONT STEPS, PRESENTERS IN PERIOD CLOTHING PORTRAYING THE WRIGHT BROTHERS, TELL THE STORY OF THE BEGINNING OF AMERICAN AVIATION. THE BENSON FORD RESEARCH CENTER (THE RESEARCH CENTER) HAS GROWN TO BECOME AN OPEN TREASURY OF RESEARCH, HISTORICAL EXPERTISE, AND UNPARALLELED COLLECTIONS DOCUMENTING THE AMERICAN EXPERIENCE. OPENED IN 2002, THIS 60,000 SQUARE FOOT RESEARCH FACILITY IS A PUBLIC RESOURCE PROVIDING ACCESS FOR SCHOLARS, STUDENTS, AND THE GENERAL PUBLIC TO ITS NATIONALLY RENOWNED ARCHIVES, LIBRARY, AND SPECIAL COLLECTIONS THROUGH IN-PERSON AND DIGITAL INTERACTIONS. THE GIANT SCREEN EXPERIENCE SUPPORTS THE MISSION WITH A STATE-OF-THE-ART VISITOR EXPERIENCE THAT ADDS LIFE, MOTION AND POWER TO THE WORLD-CLASS RESOURCES DOCUMENTING AMERICA'S CHANGING TECHNOLOGIES. |
| FORM 990, PART VI, SECTION A, LINE 2 | WILLIAM CLAY FORD JR., EDSEL FORD II, LYNN FORD ALANDT, ELIZABETH FORD KONTULIS, SHEILA FORD HAMP, CHRISTOPHER HAMP, ALESSANDRO UZIELLI, HENRY FORD III, ELIZA HUDSON KONTULIS, WILLIAM CLAY FORD III, AND JOHN W. INGLE III HAVE A FAMILY RELATIONSHIP. WILLIAM CLAY FORD JR. AND EDSEL FORD II HAVE A BUSINESS RELATIONSHIP. ELIZABETH FORD KONTULIS, WILLIAM CLAY FORD JR. AND SHEILA FORD HAMP HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE COMMITTEE REVIEWS AND APPROVES A DRAFT OF FORM 990, AND THE FULL BOARD THEN RECEIVES A FINAL COPY WITH REDACTED SCHEDULE B INFORMATION PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS FILE CONFLICT-OF-INTEREST STATEMENTS ANNUALLY, WHICH ARE PROVIDED TO THE CHAIRMAN OF THE BOARD OF DIRECTORS. COPIES ARE PROVIDED TO THE FINANCE AREA AT THE END OF EACH CALENDAR YEAR. FOR EACH INTEREST DISCLOSED, THE CHAIRMAN DETERMINES THE APPROPRIATE ACTION, IF ANY IS DEEMED NECESSARY. THE CEO AND CFO MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE CHAIRMAN IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | DURING THE PRESIDENT'S ANNUAL REVIEW, THE BOARD DISCUSSES HER COMPENSATION AND PERFORMANCE BASED ON COMPARABLE DATA, PERFORMANCE METRICS, AND BUDGET CONSIDERATIONS. THE CHAIRMAN COMMUNICATES ANY ADJUSTMENTS TO THE CFO FOR IMPLEMENTATION. IN 2021, THE BOARD DISCUSSED AND REVIEWED AN EVALUATION BY A THIRD PARTY COMPENSATION CONSULTANT OF THE PRESIDENT'S AND KEY EMPLOYEES' COMPENSATION BASED ON COMPARABLE ORGANIZATIONS WHICH WAS INCORPORATED INTO THE PRESIDENT'S ANNUAL REVIEW. THE PRESIDENT DETERMINES THE COMPENSATION OF THE KEY EMPLOYEES BASED ON BUDGET CONSIDERATIONS, PERFORMANCE METRICS, AND PERIODIC COMPARISONS TO OUTSIDE ORGANIZATIONS. SHE COMMUNICATES ANY CHANGES TO THE DIRECTOR OF HUMAN RESOURCES FOR IMPLEMENTATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | ORGANIZATIONAL DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | INNOVATION NATION TV SHOW: PROGRAM SERVICE EXPENSES 2,632,640. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,632,640. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 6,764,362. MANAGEMENT AND GENERAL EXPENSES 1,070,932. FUNDRAISING EXPENSES 130,072. TOTAL EXPENSES 7,965,366. HALLMARK EXHIBIT: PROGRAM SERVICE EXPENSES 1,687,414. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,687,414. FARMERS MARKET: PROGRAM SERVICE EXPENSES 864,087. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 864,087. DISNEY EXHIBIT: PROGRAM SERVICE EXPENSES 317,845. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 317,845. APOLLO EXHIBIT: PROGRAM SERVICE EXPENSES 233,012. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 233,012. NATIONAL INVENTION CONVENTION: PROGRAM SERVICE EXPENSES 228,572. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 228,572. |
| FORM 990, PART XI, LINE 9: | PENSION AND OPEB -432,434. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS |