2025-11-11T11:34:07-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2024-01-01 381359513 THE EDISON INSTITUTE INC EDIS 3132711620 20900 OAKWOOD BOULEVARD DEARBORN MI 48124 STEPHANIE TROTTER CHIEF FINANCIAL OFFICER 3139826060 2025-11-07 1 1 DAVID LOWENTHAL P00378651 3122071040 2025-11-07 2024 2025-03-06 01:10:19Z THE HENRY FORD PATRICIA MOORADIAN 20900 OAKWOOD BOULEVARD DEARBORN MI 48124 148202444 0 X WWW.THEHENRYFORD.ORG X 1929 MI THE EDISON INSTITUTE, KNOWN AS THE HENRY FORD (THF), IS A NATIONAL (CONTINUED ON SCHEDULE O) 22 12 1818 392 1218647 20245 11813639 12838195 34208286 38763632 17749432 27550320 18096368 19060301 81867725 98212448 163630 353264 0 0 43286689 48422067 80419 60900 3626303 44255620 46669008 87786358 95505239 -5918633 2707209 539586110 556409286 53203046 55625270 486383064 500784016 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. 0 0 74945766 353264 54427950 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. 74945766 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 325 0 1 1818 1 1 1 1 CJ 0 0 0 1 1 0 0 0 0 0 0 X 22 12 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MI X STEPHANIE TROTTER 3132711620 20900 OAKWOOD BOULEVARD DEARBORN MI 48124 PATRICIA E MOORADIAN PRESIDENT AND SECRETARY 40.00 0.00 X X 840128 0 31944 S EVAN WEINER TREASURER 2.00 0.00 X X 0 0 0 MARK L REUSS CHAIRMAN 2.00 0.00 X X 0 0 0 LINDA APSEY VICE CHAIRMAN 2.00 0.00 X X 0 0 0 BUD DENKER TRUSTEE 1.00 0.00 X 0 0 0 ALESSANDRO F UZIELLI TRUSTEE 1.00 0.00 X 0 0 0 BRUCE MEYER TRUSTEE 1.00 0.00 X 0 0 0 CARLA WALKER-MILLER TRUSTEE 1.00 0.00 X 0 0 0 CHRISTOPHER F HAMP TRUSTEE 1.00 0.00 X 0 0 0 ALEC D GALLIMORE TRUSTEE 1.00 0.00 X 0 0 0 ELIZA KONTULIS GETZ TRUSTEE 1.00 0.00 X 0 0 0 ELIZABETH FORD KONTULIS TRUSTEE 1.00 0.00 X 0 0 0 HENDRIK MEIJER TRUSTEE 1.00 0.00 X 0 0 0 HENRY FORD III TRUSTEE 1.00 0.00 X 0 0 0 JOHN W INGLE III TRUSTEE 1.00 0.00 X 0 0 0 JON OBERHEIDE TRUSTEE 1.00 0.00 X 0 0 0 KOUHAILA HAMMER TRUSTEE 1.00 0.00 X 0 0 0 MARC TRUBY TRUSTEE 1.00 0.00 X 0 0 0 PAUL R DIMOND TRUSTEE 1.00 0.00 X 0 0 0 RALPH J GERSON TRUSTEE 1.00 0.00 X 0 0 0 RICHARD A MANOOGIAN TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM CLAY FORD III TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM CLAY FORD JR TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 STEPHANIE TROTTER VP OF FINANCE AND CFO 40.00 0.00 X 262691 0 44689 BRENT OTT CHIEF OPERATING OFFICER 40.00 0.00 X 358093 0 34420 JAMES S MEDFORD SR VP & CHIEF ADVANCEMENT OFFICER 40.00 0.00 X 363052 0 51129 JASON M GREUTHER VP HISTORICAL RESOURCES & CHIEF CURATOR 40.00 0.00 X 275069 0 37892 ELLEN H ZERINGUE VP VENUES, PROGRAMS AND MARKETING 40.00 0.00 X 274656 0 12901 BONNIE M LOBERT VP TALENT & CULTURE/CHIEF TALENT OFFICER 40.00 0.00 X 250971 0 20826 JOHN C NEILSON VP VENUES & EXPERIENCES 40.00 0.00 X 196128 0 11807 2820788 0 245608 33 0 1 0 O'NEAL CONSTRUCTION INC 525 W WILLIAM ANN ARBOR MI 48103 CONSTRUCTION-RENOVATIONS 9998788 SMZ 1200 KIRTS BLVD STE 100 TROY MI 48084 MEDIA PRODUCTION/MARKETING 1511204 PEOPLE'S TRANSIT LTD 29017 HIGHLAND RD ROMULUS MI 48174 TRANSPORTATION SERVICES 1197224 SCHENA ROOFING & SHEET METAL 28299 KEHRIG DR CHESTERFIELD MI 48047 CONSTRUCTION SERVICES 1067076 CAMBRIDGE ASSOCIATES LLC PO BOX 412015 BOSTON MA 02241 INVESTMENT SERVICES 883760 51 3226414 9611781 3743 12838195 ADMISSIONS 900099 22606662 22606662 MEMBERSHIP DUES 900099 9171407 9171407 ROUGE FACTORY TOUR 900099 3388825 3388825 AUXILIARY 900099 3269003 3269003 CONFERENCE REGISTRATIONS 900099 327735 327735 38763632 1032897 113816 919081 28445 28445 3072352 166606 2905746 2905746 1476948 1428798 71620502 45103079 26517423 26517423 26517423 15046606 4720311 10326295 10323107 3188 OTHER FEES 900099 4965906 3864263 1101643 PARKING FEES 900099 680703 680703 CLASSES/WORKSHOPS 900099 153206 153206 5799815 98212448 54427950 1218647 29727656 X 353264 353264 1571965 104984 943738 523243 39935811 32845982 5530168 1559661 1393053 1225108 107455 60490 2336599 1038438 1005048 293113 3184639 2765606 277549 141484 290411 50319 240092 196030 196030 90000 90000 60900 60900 902341 902341 17908414 16064589 1579655 264170 2945698 609078 2336620 10214294 7609547 2440682 164065 431482 431482 3949969 3338649 588325 22995 1282982 887896 67551 327535 1281867 1281867 5578605 5076530 446289 55786 984250 895667 78741 9842 TRAINING AND RECRUITING 224792 84577 130671 9544 MISCELLANEOUS 193833 103232 47126 43475 UNIFORMS 191354 177325 14029 2686 1626 1060 95505239 74945766 16933170 3626303 262832 555526 23996868 20182531 4263272 3365161 2826325 4139303 482339 459558 1810173 1080931 233599622 160501981 65946210 73097641 251162291 268122635 188835800 185406000 539586110 556409286 8538966 10624203 84292 57953 29400000 29400000 10000000 10000000 5179788 5543114 53203046 55625270 X 75237064 77159060 411146000 423624956 486383064 500784016 539586110 556409286 X 2707209 13588439 -1894696 X X 0 1 X 1 1 1 X 11815993 28611344 8944128 11813639 12838195 74023299 11815993 28611344 8944128 11813639 12838195 74023299 5643460 68379839 701956 1235677 3337908 4235456 4019878 13530875 567982 1089167 911764 7897 20245 2597055 1808381 3731612 5542240 4686263 4698172 20466668 110617897 182983261 0.61820 0.64950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90000 90000 95415240 95505240 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 90000 90000 86500 90000 356500 250000 250000 250000 250000 1000000 1500000 X X X 0 437893006 1219471 39145261 21460203 456797535 421436974 4908422 32284755 20737145 437893006 490520905 259117 -49607051 19735997 421436974 426783339 697144 81552342 18511920 490520905 389548776 505974 54684725 17956136 426783339 0.11000 0.15000 0.74000 0 0 341837 341837 137545892 91157011 46388881 32959500 29062321 3897179 62752393 40282649 22469744 73097641 COMMON TRUST FUNDS 74742000 F LIMITED PARTNERSHIPS 110664000 F 185406000 ACCRUED INSURANCE 447244 ACCRUED POST-RETIREMENT BENEFITS 3874491 GIFT CERTIFICATES 492921 DEPOSITS 737325 ACCRUED WAGES AND PAYROLL -8867 5543114 115785463 13588439 4886917 18475356 97310107 902341 902341 98212448 101384506 6781608 6781608 94602898 902341 902341 95505239 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 4,720,311. RENTAL EXPENSES 166,606. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS - OTHER COSTS 4,720,311. RENTAL EXPENSES 166,606. PENSION AND OPEB 1,894,691. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS.LIST 74 _ 2BROOKE.RICHARD@PLANTEMORAN.COM - 08/12/22 10:58 AM WORKSHEET SCHEDULE F - ACT 86022830 0 0 0 0 0 0 86022830 0 86022830 1 0 1 1 1 0 X X X X X X 1 QESS SMARTCENTER (ARIA CORP) 717 WEST ST GERMAIN STREET ST CLOUD MN 56302 SOLICITING MEMBERSHIPS 0 53991 35905 18086 MARTS & LUNDY 160 CHUBB AVE STE 303 LYNDHURST NJ 07071 CAMPAIGN CONSULTING 0 0 30900 -30900 WINTON C SMITH JR 4943 WILLIAM ARNOLD ROAD MEMPHIS TN 38117 PLANNED GIVING CONSULTING 0 0 30000 -30000 53991 96805 -42814 MI NC CA AZ DE IA ID IN NE MT SD VT WY 1 HENRY FORD ACADEMY 20900 OAKWOOD BLVD DEARBORN MI 48121 383454443 501(C)(3) 0 353264 STUDENT LUNCH SUBSIDY CHARTER SCHOOL COST 1 0 PART I, LINE 2: MANAGEMENT OF THE HENRY FORD MAINTAINS BOOKS SHOWING DETAILS FOR GRANT FUNDS AWARDED AND EXPENDED. VARIOUS FINANCIAL REPORTS ARE USED, AND REGULAR MEETINGS ARE HELD, TO MONITOR AND REVIEW ACTIVITIES. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 PATRICIA E MOORADIAN PRESIDENT AND SECRETARY 594893 0 230350 0 14885 0 20176 0 11768 0 872072 0 0 0 JAMES S MEDFORD SR VP & CHIEF ADVANCEMENT OFFICER 301900 0 61152 0 0 0 21390 0 29739 0 414181 0 0 0 BRENT OTT CHIEF OPERATING OFFICER 300217 0 57876 0 0 0 19469 0 14951 0 392513 0 0 0 JASON M GREUTHER VP HISTORICAL RESOURCES & CHIEF CURA 228561 0 45423 0 1085 0 15166 0 22726 0 312961 0 0 0 STEPHANIE TROTTER VP OF FINANCE AND CFO 220691 0 42000 0 0 0 15077 0 29612 0 307380 0 0 0 ELLEN H ZERINGUE VP VENUES, PROGRAMS AND MARKETING 219656 0 55000 0 0 0 0 0 12901 0 287557 0 0 0 BONNIE M LOBERT VP TALENT & CULTURE/CHIEF TALENT OFF 209895 0 41076 0 0 0 13970 0 6856 0 271797 0 0 0 JOHN C NEILSON VP VENUES & EXPERIENCES 150705 0 45423 0 0 0 10443 0 1364 0 207935 0 0 0 PART I, LINE 1A 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. FORD MOTOR COMPANY BOARD MEMBERS IN COMMON 1680913 PAYMENT TO FORD MOTOR COMPANY FOR UTILITIES AND PARKING LOT USAGE 0 FORD MOTOR COMPANY BOARD MEMBERS IN COMMON 1065157 PAYMENT FROM FORD MOTOR COMPANY FOR EVENTS, ARCHIVES SERVICES, AND ROUGE FACTORY TOUR 0 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., ELIZABETH FORD KONTULIS, 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., HENRY FORD III, AND MARC TRUBY HAVE A BUSINESS RELATIONSHIP. ELIZABETH FORD KONTULIS AND WILLIAM CLAY FORD JR. 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 2023, 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 JACKSON HOUSE: PROGRAM SERVICE EXPENSES 4,255,258. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,255,258. INNOVATION NATION TV SHOW: PROGRAM SERVICE EXPENSES 2,102,178. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,102,178. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 8,556,454. MANAGEMENT AND GENERAL EXPENSES 1,579,655. FUNDRAISING EXPENSES 264,170. TOTAL EXPENSES 10,400,279. HOLIDAY NIGHT: PROGRAM SERVICE EXPENSES 389,028. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 389,028. FARMERS MARKET: PROGRAM SERVICE EXPENSES 147,170. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 147,170. NELSON MANDELA EXHIBIT: PROGRAM SERVICE EXPENSES 185,188. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 185,188. HALLOWEEN NIGHTS: PROGRAM SERVICE EXPENSES 135,986. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 135,986. NATIONAL INVENTION CONVENTION: PROGRAM SERVICE EXPENSES 125,278. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125,278. DINOSAURS EXHIBIT: PROGRAM SERVICE EXPENSES 168,049. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 168,049. FORM 990, PART XI, LINE 9: PENSION AND OPEB -1,894,696. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS