THE EDISON INSTITUTE INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE EDISON INSTITUTE INC (EIN 38-1359513)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201533209349306218
- Schema version
- 2014v5.0
- 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 I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T13:12:05-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 SUITE 500 | 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 | 2014-01-01 | 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 | BRENT OTT | PersonNm |
| Person Title | VP OF BUSINESS SERVICES/CFO | PersonTitleTxt |
| Phone | 3139826060 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE M HUISMANN | PreparerPersonNm |
| PTIN | P00053811 | PTIN |
| Phone | 2483757100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | 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 | $107,846,603 | 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 | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 1781 | TotalEmployeeCnt |
| Total Volunteers | 627 | TotalVolunteersCnt |
| Total Gross UBI | $984,247 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,908,782 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,898,103 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,586,543 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,239,385 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,754,596 | PYInvestmentIncomeAmt |
| CY Investment Income | $24,826,425 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,773,216 | PYOtherRevenueAmt |
| CY Other Revenue | $17,279,720 | CYOtherRevenueAmt |
| PY Total Revenue | $53,023,137 | PYTotalRevenueAmt |
| CY Total Revenue | $79,243,633 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $222,499 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $153,989 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $30,127,507 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,934,140 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $91,918 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $183,272 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,393,114 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,445,403 | PYOtherExpensesAmt |
| CY Other Expenses | $35,640,592 | CYOtherExpensesAmt |
| PY Total Expenses | $57,887,327 | PYTotalExpensesAmt |
| CY Total Expenses | $65,911,993 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,864,190 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,331,640 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $451,353,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $463,955,466 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $58,008,654 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $66,875,021 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $393,345,281 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $397,080,445 | 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 | $57,223,008 | ExpenseAmt |
| Grant | $153,989 | GrantAmt |
| Revenue | $36,967,752 | 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 | $57,223,008 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | 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 | 231 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1781 | 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 | VI | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | 0 | 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 | BRENT OTT | 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 (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| PATRICIA E MOORADIAN | ||||||||
| PRESIDENT & SECRETARY | 40.00 | Yes (X) | Yes (X) | $372,372 | $0 | $46,634 | ||
| WILLIAM CLAY FORD | ||||||||
| CHAIRMAN EMERITUS - PARTIAL YEAR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM CLAY FORD JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNN FORD ALANDT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL R DIMOND | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDSEL B FORD II | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE F FRANCIS III | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RALPH J GERSON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SHEILA FORD HAMP | ||||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH FORD KONTULIS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD P KUGHN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD A MANOOGIAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| S EVAN WEINER | ||||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RONALD N WEISER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GERARD M ANDERSON | ||||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEVEN K HAMP | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER F HAMP | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN MAYHEW | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA A PAYNE | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES D FARLEY JR | ||||||||
| TRUSTEE - PARTIAL YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALESSANDRO F UZIELLI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILLIP WM FISHER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN W INGLE III | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRENT OTT | ||||||||
| CFO | 40.00 | Yes (X) | $95,792 | $0 | $13,299 | |||
| CHRISTIAN OVERLAND | ||||||||
| EXECUTIVE VICE-PRESIDENT | 40.00 | $229,880 | $0 | $45,792 | Yes (X) | |||
| JAMES MEDFORD | ||||||||
| VP, INSTITUTIONAL ADVANCEMENT | 40.00 | $222,973 | $0 | $36,808 | Yes (X) | |||
| MICHAEL BUTMAN | ||||||||
| CHIEF INFORMATION OFFICER | 40.00 | $153,257 | $0 | $26,860 | Yes (X) | |||
| GEORGE MOROZ | ||||||||
| SPECIAL ASST. TO PRES. & SR. DIRECTOR | 40.00 | $132,359 | $0 | $37,859 | Yes (X) | |||
| CAROL KENDRA | ||||||||
| CHIEF MARKETING OFFICER | 40.00 | $139,406 | $0 | $33,104 | Yes (X) | |||
| MATTHEW MAJESKI | ||||||||
| DIRECTOR, DIGITAL AND EMERGING MEDIA | 40.00 | $160,209 | $0 | $26,991 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,506,248 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $267,347 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | 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 |
|---|---|---|---|---|---|
| BRC IMAGINATION ARTS INC | |||||
| 2711 WINORA AVENUE | BURBANK | CA | 91504 | CONSTRUCTION | $4,238,354 |
| LITTON SYNDICATIONS INC | |||||
| 884 ALBRITTON BLVD | MT PLEASANT | SC | 29464 | TELEVISION RELATED | $2,440,000 |
| REAL INTEGRATED | |||||
| 40900 WOODWARD AVENUE | BLOOMFIELD HILLS | MI | 48324 | ADVERTISING | $1,166,045 |
| CAMBRIDGE ASSOCIATES | |||||
| 100 SUMMER STREET | BOSTON | MA | 02110 | INVESTMENT SERVICES | $926,707 |
| PEOPLE'S TRANSIT LTD | |||||
| 30022 BEVERLY ROAD | ROMULUS | MI | 48174 | SHUTTLE SERVICES | $596,949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 26 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $100,000 | FundraisingAmt |
| Government Grants | $355,898 | GovernmentGrantsAmt |
| All Other Contributions | $15,442,205 | AllOtherContributionsAmt |
| Noncash Contributions | $38,975 | NoncashContributionsAmt |
| Total Contributions | $15,898,103 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $12,696,474 | $12,696,474 |
| MEMBERSHIP DUES | 900099 | $5,179,640 | $5,179,640 |
| AUXILIARY | 900099 | $2,388,332 | $2,388,332 |
| ROUGE FACTORY TOUR | 900099 | $500,000 | $500,000 |
| PARKING FEES | 900099 | $474,939 | $474,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,239,385 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $221,147 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $290,967 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$69,820 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,899 | TotalRevenueColumnAmt |
| Exclusion | $89,899 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,136,975 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,136,975 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,136,975 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,320,074 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $816,901 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49,341,916 | SecuritiesAmt |
| Other | $21,887 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,757,641 | SecuritiesAmt |
| Other | $884 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,584,275 | SecuritiesAmt |
| Other | $21,003 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,605,278 | TotalRevenueColumnAmt |
| Exclusion | $24,605,278 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $44,800 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $100,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $93,527 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$48,727 | TotalRevenueColumnAmt |
| Exclusion | -$48,727 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $10,589,007 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,750,918 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,838,089 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,832,757 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,332 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| THF REIMBURSABLES | 900099 | $6,349,981 | $6,349,981 | |
| OTHER FEES | 900099 | $1,642,077 | $954,129 | $687,948 |
| WORKSHOPS | 900099 | $271,426 | $271,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,263,484 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,243,633 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,967,752 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $984,247 | UnrelatedBusinessRevenueAmt |
| Exclusion | $25,393,531 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,989 | TotalAmt |
| Program Services | $140,989 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,000 | TotalAmt |
| Program Services | $13,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $803,769 | TotalAmt |
| Program Services | $223,118 | ProgramServicesAmt |
| Management And General | $260,329 | ManagementAndGeneralAmt |
| Fundraising | $320,322 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,938,226 | TotalAmt |
| Program Services | $19,799,809 | ProgramServicesAmt |
| Management And General | $2,329,288 | ManagementAndGeneralAmt |
| Fundraising | $809,129 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,248,181 | TotalAmt |
| Program Services | $1,060,955 | ProgramServicesAmt |
| Management And General | $124,818 | ManagementAndGeneralAmt |
| Fundraising | $62,408 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,796,783 | TotalAmt |
| Program Services | $2,233,360 | ProgramServicesAmt |
| Management And General | $376,700 | ManagementAndGeneralAmt |
| Fundraising | $186,723 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,147,181 | TotalAmt |
| Program Services | $1,839,710 | ProgramServicesAmt |
| Management And General | $205,614 | ManagementAndGeneralAmt |
| Fundraising | $101,857 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,297 | TotalAmt |
| Program Services | $60,966 | ProgramServicesAmt |
| Management And General | $89,799 | ManagementAndGeneralAmt |
| Fundraising | $532 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,195 | TotalAmt |
| Management And General | $151,195 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,000 | TotalAmt |
| Fundraising | $86,000 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,272 | TotalAmt |
| Fundraising | $183,272 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,955,455 | TotalAmt |
| Program Services | $12,302,259 | ProgramServicesAmt |
| Management And General | $525,400 | ManagementAndGeneralAmt |
| Fundraising | $127,796 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,576,690 | TotalAmt |
| Program Services | $2,489,416 | ProgramServicesAmt |
| Fundraising | $87,274 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,076,577 | TotalAmt |
| Program Services | $4,943,153 | ProgramServicesAmt |
| Management And General | $947,460 | ManagementAndGeneralAmt |
| Fundraising | $185,964 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $661,473 | TotalAmt |
| Program Services | $661,473 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,116,096 | TotalAmt |
| Program Services | $3,582,676 | ProgramServicesAmt |
| Management And General | $525,532 | ManagementAndGeneralAmt |
| Fundraising | $7,888 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $628,941 | TotalAmt |
| Program Services | $401,156 | ProgramServicesAmt |
| Management And General | $35,957 | ManagementAndGeneralAmt |
| Fundraising | $191,828 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,151 | TotalAmt |
| Program Services | $15,151 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,987,052 | TotalAmt |
| Program Services | $5,987,052 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $652,572 | TotalAmt |
| Program Services | $97,886 | ProgramServicesAmt |
| Management And General | $554,686 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ACCESSIONS | $1,073,556 | $1,073,556 | ||
| TRAINING AND RECRUITING | $271,970 | $169,585 | $67,241 | $35,144 |
| UNIFORMS | $127,738 | $127,738 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,829 | TotalAmt |
| Management And General | $101,852 | ManagementAndGeneralAmt |
| Fundraising | $6,977 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,911,993 | TotalAmt |
| Program Services | $57,223,008 | ProgramServicesAmt |
| Management And General | $6,295,871 | ManagementAndGeneralAmt |
| Fundraising | $2,393,114 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,202,650 | BOYAmt |
| EOY | $942,415 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,292,679 | BOYAmt |
| EOY | $41,290,679 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,804,000 | BOYAmt |
| EOY | $3,312,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,054,048 | BOYAmt |
| EOY | $4,136,963 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,917 | BOYAmt |
| EOY | $298,106 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,772,286 | BOYAmt |
| EOY | $1,503,436 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $171,854,701 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $110,708,514 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,458,381 | BOYAmt |
| EOY | $61,146,187 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,463,877 | BOYAmt |
| EOY | $192,097,080 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,052,383 | BOYAmt |
| EOY | $159,228,600 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,714 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $451,353,935 | BOYAmt |
| EOY | $463,955,466 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,442,042 | BOYAmt |
| EOY | $5,730,105 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,611 | BOYAmt |
| EOY | $235,099 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,400,000 | BOYAmt |
| EOY | $29,400,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,947,001 | BOYAmt |
| EOY | $31,509,817 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,008,654 | BOYAmt |
| EOY | $66,875,021 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,169,281 | BOYAmt |
| EOY | $64,629,600 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,333,000 | BOYAmt |
| EOY | $275,547,706 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,843,000 | BOYAmt |
| EOY | $56,903,139 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $393,345,281 | BOYAmt |
| EOY | $397,080,445 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $451,353,935 | BOYAmt |
| EOY | $463,955,466 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,331,640 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$9,596,476 | 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 | 0 | FederalGrantAuditRequiredInd |
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 | $7,747,746 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,712,540 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,904,888 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,908,782 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,898,103 | CurrentTaxYearAmt |
| Total | $41,172,059 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,808,763 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,869,289 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,924,279 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,267,955 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,856,030 | CurrentTaxYearAmt |
| Total | $158,726,316 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,556,509 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,581,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,829,167 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,176,737 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,754,133 | CurrentTaxYearAmt |
| Total | $199,898,375 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,318,432 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,820,757 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,418,185 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,190,917 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,592,639 | CurrentTaxYearAmt |
| Total | $14,340,930 | 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 | $1,318,432 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,820,757 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,418,185 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,190,917 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,592,639 | CurrentTaxYearAmt |
| Total | $14,340,930 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $185,557,445 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,407,719 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,154,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,229,176 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,027,047 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,448,021 | CurrentTaxYearAmt |
| Total | $10,266,712 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,407,719 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,154,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,229,176 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,027,047 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,448,021 | CurrentTaxYearAmt |
| Total | $10,266,712 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $672,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $673,523 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $647,985 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $937,249 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $705,111 | CurrentTaxYearAmt |
| Total | $3,636,729 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,849,133 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,577,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,261,384 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,885,528 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,620,335 | CurrentTaxYearAmt |
| Total | $21,194,197 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,486,222 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,987,918 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,967,712 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,026,561 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,527,600 | CurrentTaxYearAmt |
| Total | $234,996,013 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.78960 | PublicSupportCY509Pct |
| Public Support PY509 | 0.81550 | PublicSupportPY509Pct |
| Investment Income CY | 0.04370 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04650 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | WORKSHOPS THF REIMBURSEABLES OTHER INCOME FUNDRAISING INCOME | ExplanationTxt |
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 | $86,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $86,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $65,825,982 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $65,911,982 | 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 | $72,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $90,000 | CurrentYearMinus1Amt |
| Current Year | $86,000 | CurrentYearAmt |
| Total | $338,000 | 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 | $330,805,456 | BeginningYearBalanceAmt |
| Contributions | $6,252,499 | ContributionsAmt |
| Investment Earnings Or Losses | $24,584,273 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,794,419 | OtherExpendituresAmt |
| End Year Balance | $343,847,809 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $297,325,415 | BeginningYearBalanceAmt |
| Contributions | $121,439 | ContributionsAmt |
| Investment Earnings Or Losses | $47,699,016 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,340,414 | OtherExpendituresAmt |
| End Year Balance | $330,805,456 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $268,878,171 | BeginningYearBalanceAmt |
| Contributions | $7,561,348 | ContributionsAmt |
| Investment Earnings Or Losses | $34,153,876 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,267,980 | OtherExpendituresAmt |
| End Year Balance | $297,325,415 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $282,948,252 | BeginningYearBalanceAmt |
| Contributions | $36,867 | ContributionsAmt |
| Investment Earnings Or Losses | -$308,158 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,798,790 | OtherExpendituresAmt |
| End Year Balance | $268,878,171 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $257,847,833 | BeginningYearBalanceAmt |
| Contributions | $177,078 | ContributionsAmt |
| Investment Earnings Or Losses | $39,149,514 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,226,173 | OtherExpendituresAmt |
| End Year Balance | $282,948,252 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.10000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.17000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.73000 | 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 | $95,705,813 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,772,949 | DepreciationAmt |
| Book Value | $27,932,864 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,578,612 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,787,371 | DepreciationAmt |
| Book Value | $3,791,241 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,228,439 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,148,194 | DepreciationAmt |
| Book Value | $29,080,245 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $61,146,187 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMON TRUST FUNDS | $64,794,900 | F |
| LIMITED PARTNERSHIPS | $94,433,700 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $159,228,600 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INSURANCE | $878,500 |
| ACCRUED POST-RETIREMENT BENEFITS | $19,627,773 |
| GIFT CERTIFICATES | $121,223 |
| DEPOSITS | $1,412,115 |
| ACCRUED PENSION COST | $9,470,206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $31,509,817 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $83,182,003 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $3,938,370 | OtherRevenueAmt |
| Revenue Not Reported | $3,938,370 | RevenueNotReportedAmt |
| Revenue Subtotal | $79,243,633 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $79,243,633 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $79,447,476 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $13,535,483 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $13,535,483 | ExpensesNotReportedAmt |
| Expenses Subtotal | $65,911,993 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $65,911,993 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 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 X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE INSTITUTE AND RECOGNIZE A TAX LIABILITY IF THE INSTITUTE HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE INSTITUTE AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE INSTITUTE IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. THE INSTITUTE BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. THE INSTITUTE HAS RECEIVED NOTICE FROM THE INTERNAL REVENUE SERVICE THAT THE TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2011 AND 2012 HAVE BEEN SELECTED FOR EXAMINATION. THESE EXAMINATIONS HAVE CLOSED AND THERE WERE NO SIGNIFICANT FINDINGS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COGS - OTHER COSTS 3,844,997. PRESENTED IN THOUSANDS -154. FUNDRAISING DIRECT EXPENSES 93,527. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COGS - OTHER COSTS 3,844,997. PENSION AND OPEB 9,596,476. PRESENTED IN THOUSANDS 483. FUNDRAISING DIRECT EXPENSES 93,527. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $30,464,833 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $11,839,231 |
| NORTH AMERICA - CANADA AND MEXICO, BUT BUT NOT THE UNITED STATES | 0 | 0 | INVESTMENTS | $11,128,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $53,432,380 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $53,432,380 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| PHONE BANK SYSTEMS INC | ||||||||
| 4990 NORTHWIND DR SUITE 235 | EAST LANSING | MI | 48823 | MEMBERSHIP RENEWALS | 0 | $44,031 | $32,967 | $11,064 |
| RUFFALO NOEL LEVITZ | ||||||||
| KIRKWOOD NORTH ROAD SW | CEDAR RAPIDS | IA | 52404 | SOLICITING CONTRIBUTIONS | 0 | $36,609 | $38,412 | -$1,803 |
| MARTS & LUNDY | ||||||||
| 1200 WALL STREET WEST | LYNDHURST | NJ | 07071 | CAMPAIGN CONSULTING | 0 | $0 | $111,893 | -$111,893 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $80,640 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $183,272 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$102,632 | TotalNetToOrganizationAmt |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DAN GURNEY EVENT | Event1Nm |
| Gross Receipts Event1 | $144,800 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $100,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $44,800 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $43,549 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $20,657 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $29,321 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $144,800 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $100,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $44,800 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $43,549 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $20,657 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $29,321 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $93,527 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$48,727 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY FORD ACADEMY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20900 OAKWOOD BOULEVARD PO BOX 11 | AddressLine1Txt |
| City | DEARBORN | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 481211148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 383454443 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $140,989 | CashGrantAmt |
| Non Cash Assistance | $144,554 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | DONATED RENT | NonCashAssistanceDesc |
| Purpose Of Grant | CHARTER SCHOOL COSTS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SIMMONS INTERNSHIP-BENSON FORD RESEARCH CENTER | GrantTypeTxt |
| Recipient | 2 | RecipientCnt |
| Cash Grant | $13,000 | CashGrantAmt |
| Non Cash Assistance | INTERN-STIPEND-RESEARCH | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
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 |
| 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 | $317,980 | $0 | $50,000 | $0 | $4,392 | $0 | $15,710 | $0 | $30,924 | $0 | $419,006 | $0 | $0 | $0 |
| CHRISTIAN OVERLAND | ||||||||||||||
| EXECUTIVE VICE-PRESIDENT | $206,661 | $0 | $21,400 | $0 | $1,819 | $0 | $11,590 | $0 | $34,202 | $0 | $275,672 | $0 | $0 | $0 |
| JAMES MEDFORD | ||||||||||||||
| VP, INSTITUTIONAL ADVANCEMENT | $198,824 | $0 | $21,328 | $0 | $2,821 | $0 | $10,788 | $0 | $26,020 | $0 | $259,781 | $0 | $0 | $0 |
| MICHAEL BUTMAN | ||||||||||||||
| CHIEF INFORMATION OFFICER | $153,257 | $0 | $0 | $0 | $0 | $0 | $9,501 | $0 | $17,359 | $0 | $180,117 | $0 | $0 | $0 |
| GEORGE MOROZ | ||||||||||||||
| SPECIAL ASST. TO PRES. & SR. DIRECTO | $130,859 | $0 | $1,500 | $0 | $0 | $0 | $8,571 | $0 | $29,288 | $0 | $170,218 | $0 | $0 | $0 |
| CAROL KENDRA | ||||||||||||||
| CHIEF MARKETING OFFICER | $139,406 | $0 | $0 | $0 | $0 | $0 | $8,700 | $0 | $24,404 | $0 | $172,510 | $0 | $0 | $0 |
| MATTHEW MAJESKI | ||||||||||||||
| DIRECTOR, DIGITAL AND EMERGING MEDIA | $160,209 | $0 | $0 | $0 | $0 | $0 | $9,900 | $0 | $17,091 | $0 | $187,200 | $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 RECEIVES A SOCIAL CLUB MEMBERSHIP WHICH IS PROVIDED FOR BUSINESS PURPOSES. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| FORD MOTOR COMPANY | |||
| BOARD MEMBERS IN COMMON | $2,226,289 | PAYMENT TO FORD MOTOR COMPANY FOR UTILITIES AND FOR RENTAL OF CONFERENCE CENTER FROM FORD MOTOR FOR ALL-STAFF CONFERENCE | 0 |
| FORD MOTOR COMPANY | |||
| BOARD MEMBERS IN COMMON | $857,100 | PAYMENT FROM FORD MOTOR COMPANY FOR EVENTS, PHOTOGRAPHIC SERVICES, AND ROUGE FACTORY TOUR | 0 |
| CADILLAC ASPHALT LLC | |||
| BOARD MEMBER RELATIONSHIP | $108,946 | PAVING SERVICES | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $38,975 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 73 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 32B: | COMERICA SECURITIES INC., A BROKERAGE FIRM, IS UTILIZED TO SELL DONATED SHARES OF STOCK FOR THE INSTITUTE. |
| PART I, LINE 33: | CERTAIN NON-CASH GIFTS WERE ACCEPTED DURING THE YEAR THAT WERE CONSIDERED IMMATERIAL AND IMPRACTICAL TO VALUE FOR FINANCIAL STATEMENT PURPOSES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1: | HISTORIC LANDMARK THAT INCLUDES HENRY FORD MUSEUM, GREENFIELD VILLAGE, BENSON FORD RESEARCH CENTER, AND THE IMAX THEATRE. 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 (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 IMAX THEATRE, WHICH OPENED IN 1999, 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, WILLIAM CLAY FORD JR., EDSEL FORD II, LYNN FORD ALANDT, ELIZABETH FORD KONTULIS, SHEILA FORD HAMP, STEVE HAMP, CHRISTOPHER HAMP, ALESSANDRO UZIELLI AND JOHN W. INGLE III HAVE A FAMILY RELATIONSHIP. WILLIAM CLAY FORD JR., EDSEL FORD II, AND RICHARD MANOOGIAN HAVE A BUSINESS RELATIONSHIP. LISA PAYNE AND RICHARD MANOOGIAN HAVE A BUSINESS RELATIONSHIP. PHILLIP FISHER AND RICHARD KUGHN HAVE A BUSINESS RELATIONSHIP. PHILLIP FISHER AND RONALD WEISER HAVE A BUSINESS RELATIONSHIP. MARTIN MAYHEW, ELIZABETH FORD KONTULIS, WILLIAM CLAY FORD JR. AND SHEILA FORD HAMP HAVE A BUISNESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 15A | DURING THE PRESIDENT'S ANNUAL REVIEW, THE BOARD DISCUSSES HER COMPENSATION, BASED ON COMPARABLE DATA, PERFORMANCE METRICS, AND BUDGET CONSIDERATIONS. THE CHAIR OF THE FINANCE COMMITTEE COMMUNICATES ANY ADJUSTMENTS TO THE CFO FOR IMPLEMENTATION. THIS PROCESS WAS LAST UNDERTAKEN IN MID 2011. 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 | OTHER CONTRACTOR FEES: PROGRAM SERVICE EXPENSES 5,029,997. MANAGEMENT AND GENERAL EXPENSES 525,400. FUNDRAISING EXPENSES 127,796. TOTAL EXPENSES 5,683,193. FORD ROUGE FACTORY TOUR REFRESH: PROGRAM SERVICE EXPENSES 4,832,262. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,832,262. INNOVATION NATION TELEVISION SHOW: PROGRAM SERVICE EXPENSES 2,440,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,440,000. |
| FORM 990, PART XI, LINE 9: | PENSION AND OPEB -9,596,476. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS |