THE EDISON INSTITUTE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE EDISON INSTITUTE INC (EIN 38-1359513)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201303199349304960
- Schema version
- 2012v2.1
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T11:37:40-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 CAMBRIDGE CT SUITE 500 | AddressLine1 |
| City | AUBURN HILLS | City |
| State | MI | State |
| ZIP Code | 48326 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381359513 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDISON INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EDIS | NameControl |
| Phone | 3132711620 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20900 OAKWOOD BOULEVARD | AddressLine1 |
| City | DEARBORN | City |
| State | MI | State |
| ZIP Code | 48124 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRENT OTT | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 3139826060 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LYNNE M HUISMANN | Name |
| PTIN | P00053811 | PTIN |
| Phone | 2483757100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HENRY FORD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PATRICIA MOORADIAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20900 OAKWOOD BOULEVARD | AddressLine1 |
| City | DEARBORN | City |
| State | MI | State |
| ZIP Code | 48124 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 78544130 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.THEHENRYFORD.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1929 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | THE EDISON INSTITUTE, KNOWN AS THE HENRY FORD (THF), IS A NATIONAL (CONTINUED ON SCHEDULE O) | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1782 | TotalNbrEmployees |
| Total Nbr Volunteers | 657 | TotalNbrVolunteers |
| Total Gross UBI | 617610 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -13917 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4712540 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8904888 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17898856 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 26192678 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1969446 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8578497 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 12722688 | OtherRevenuePriorYear |
| Other Revenue Current Year | 13664249 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 33364638 | TotalRevenuePriorYear |
| Total Revenue Current Year | 57340312 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 147655 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 28480664 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 30111632 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 98585 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 111224 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2726970 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 30880232 | OtherExpensePriorYear |
| Other Expenses Current Year | 29474782 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 59607136 | TotalExpensesPriorYear |
| Total Expenses Current Year | 59697638 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -26242498 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2357326 | RevenuesLessExpensesCY |
| Total Assets BOY | 400443439 | TotalAssetsBOY |
| Total Assets EOY | 423573534 | TotalAssetsEOY |
| Total Liabilities BOY | 61244733 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 65322196 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 339198706 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 358251338 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 50875676 | Expense |
| Revenue | 38586853 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 50875676 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 115 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1782 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | VI | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENT OTT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3132711620 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20900 OAKWOOD BOULEVARD | AddressLine1 |
| City | DEARBORN | City |
| State | MI | State |
| ZIP Code | 48124 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| PATRICIA E MOORADIAN | ||||||||
| PRESIDENT & SECRETARY | 40.00 | X | X | 325873 | 0 | 27126 | ||
| WILLIAM CLAY FORD | ||||||||
| CHAIRMAN EMERITUS | 1.00 | X | X | 0 | 0 | 0 | ||
| WILLIAM CLAY FORD JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LYNN FORD ALANDT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PAUL R DIMOND | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| EDSEL B FORD II | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GEORGE F FRANCIS III | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RALPH J GERSON | ||||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | ||
| SHEILA FORD HAMP | ||||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| ELIZABETH FORD KONTULIS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD P KUGHN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD A MANOOGIAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| S EVAN WEINER | ||||||||
| CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 | ||
| RONALD N WEISER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GERARD M ANDERSON | ||||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| STEVEN K HAMP | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHRISTOPHER F HAMP | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOSH LINKNER | ||||||||
| TRUSTEE - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | |||
| MARTIN MAYHEW | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LISA A PAYNE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES D FARLEY JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ALESSANDRO F UZIELLI | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PHILLIP WM FISHER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DENISE A THAL | ||||||||
| CFO & SR. VP OF OPERATIONS | 40.00 | X | 222923 | 0 | 28268 | |||
| CHRISTIAN OVERLAND | ||||||||
| EXECUTIVE VICE-PRESIDENT | 40.00 | 232740 | 0 | 27714 | X | |||
| MICHAEL BUTMAN | ||||||||
| CHIEF INFORMATION OFFICER | 40.00 | 164702 | 0 | 21420 | X | |||
| GEORGE MOROZ | ||||||||
| SPECIAL ASST. TO PRES. & SR DIRECTOR | 40.00 | 139790 | 0 | 23515 | X | |||
| CAROL KENDRA | ||||||||
| CHIEF MARKETING OFFICER | 40.00 | 138366 | 0 | 20698 | X | |||
| ROBERT HANNA | ||||||||
| SR DIRECTOR, FACILITIES MGT | 40.00 | 132650 | 0 | 23123 | X | |||
| JAMES MEDFORD | ||||||||
| VP, INSTITUTIONAL ADVANCEMENT | 40.00 | 215000 | 0 | 25381 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1572044 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 197245 | TotalOtherCompensation |
| Number Individuals GT100 K | 19 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| REAL INTEGRATED | |||||
| 40900 WOODWARD AVENUE | BLOOMFIELD HILLS | MI | 48324 | ADVERTISING | 2423404 |
| PEOPLE'S TRANSIT LTD | |||||
| 30022 BEVERLY ROAD | ROMULUS | MI | 48174 | SHUTTLE SERVICES | 1278269 |
| LS BRINKER COMPANY | |||||
| 3633 MICHIGAN AVENUE | DETROIT | MI | 48216 | CONSTRUCTION MANAGEMENT SERVICES | 1064657 |
| CAMBRIDGE ASSOCIATES | |||||
| 100 SUMMER STREET | BOSTON | MA | 02110 | INVESTMENT SERVICES | 630478 |
| SIGMA MARKETING GROUP | |||||
| 1850 WINTON ROAD SOUTH | ROCHESTER | NY | 14618 | DATAMART AND RELATED | 311257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 15 | NumberOfContractorsGT100K |
| Government Grants | 41200 | GovernmentGrants |
| All Other Contributions | 8863688 | AllOtherContributions |
| Noncash Contributions | 38596 | NoncashContributions |
| Total Contributions | 8904888 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMISSIONS | 900099 | 16511977 | 16511977 |
| MEMBERSHIP DUES | 900099 | 6218921 | 6218921 |
| AUXILIARY | 900099 | 2257964 | 2257964 |
| PARKING FEES | 900099 | 703816 | 703816 |
| ROUGE FACTORY TOUR | 900099 | 500000 | 500000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 26192678 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 597384 | TotalRevenueColumn |
| Unrelated Business Revenue | -20672 | UnrelatedBusinessRevenue |
| Exclusion | $618,056 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35472 | TotalRevenueColumn |
| Exclusion | $35,472 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 596320 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 596320 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 596320 | TotalRevenueColumn |
| Exclusion | $596,320 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25539360 | Securities |
| Other | 37058 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17595305 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7944055 | Securities |
| Other | 37058 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7981113 | TotalRevenueColumn |
| Exclusion | $7,981,113 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 12748059 | GrossSalesOfInventory |
| Cost Of Goods Sold | 3608513 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9139546 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9132791 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 6755 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| THF REIMBURSABLES | 900099 | 1897328 | 1897328 | |
| OTHER FEES | 900099 | 1676588 | 1045061 | 631527 |
| WORKSHOPS | 900099 | 318995 | 318995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3892911 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 57340312 | TotalRevenueColumn |
| Related Or Exempt Function Income | 38586853 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 617610 | UnrelatedBusinessRevenue |
| Exclusion | $9,230,961 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 864644 | Total |
| Program Services | 233019 | ProgramServices |
| Management And General | 354712 | ManagementAndGeneral |
| Fundraising | 276913 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22464268 | Total |
| Program Services | 19381379 | ProgramServices |
| Management And General | 2326573 | ManagementAndGeneral |
| Fundraising | 756316 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1705674 | Total |
| Program Services | 1449823 | ProgramServices |
| Management And General | 170567 | ManagementAndGeneral |
| Fundraising | 85284 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2877417 | Total |
| Program Services | 2223024 | ProgramServices |
| Management And General | 455421 | ManagementAndGeneral |
| Fundraising | 198972 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2199629 | Total |
| Program Services | 1895415 | ProgramServices |
| Management And General | 204609 | ManagementAndGeneral |
| Fundraising | 99605 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64647 | Total |
| Program Services | 21162 | ProgramServices |
| Management And General | 43267 | ManagementAndGeneral |
| Fundraising | 218 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122800 | Total |
| Program Services | 18420 | ProgramServices |
| Management And General | 104380 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72000 | Total |
| Fundraising | 72000 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111224 | Total |
| Fundraising | 111224 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6688642 | Total |
| Program Services | 6045029 | ProgramServices |
| Management And General | 371667 | ManagementAndGeneral |
| Fundraising | 271946 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3372502 | Total |
| Program Services | 2923203 | ProgramServices |
| Fundraising | 449299 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6401407 | Total |
| Program Services | 5196164 | ProgramServices |
| Management And General | 983237 | ManagementAndGeneral |
| Fundraising | 222006 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 967673 | Total |
| Program Services | 967673 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3792389 | Total |
| Program Services | 3310072 | ProgramServices |
| Management And General | 466594 | ManagementAndGeneral |
| Fundraising | 15723 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 564019 | Total |
| Program Services | 360498 | ProgramServices |
| Management And General | 46888 | ManagementAndGeneral |
| Fundraising | 156633 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48848 | Total |
| Program Services | 48848 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6568129 | Total |
| Program Services | 6568129 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 538351 | Total |
| Program Services | 80753 | ProgramServices |
| Management And General | 457598 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| TRAINING AND RECRUITING | 56971 | 25645 | 30137 | 1189 |
| TAXES ON UBI | 11624 | 11624 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204780 | Total |
| Program Services | 127420 | ProgramServices |
| Management And General | 67718 | ManagementAndGeneral |
| Fundraising | 9642 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59697638 | Total |
| Program Services | 50875676 | ProgramServices |
| Management And General | 6094992 | ManagementAndGeneral |
| Fundraising | 2726970 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -144466 | BOY |
| EOY | -1517768 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32570163 | BOY |
| EOY | 33780966 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3581000 | BOY |
| EOY | 3910000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2195368 | BOY |
| EOY | 2042199 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 190396 | BOY |
| EOY | 262084 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2143971 | BOY |
| EOY | 1740698 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 167732575 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 98603982 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74525084 | BOY |
| EOY | 69128593 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163188057 | BOY |
| EOY | 179291780 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122191152 | BOY |
| EOY | 134932268 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2714 | BOY |
| EOY | 2714 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400443439 | BOY |
| EOY | 423573534 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5398677 | BOY |
| EOY | 5686905 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217907 | BOY |
| EOY | 197561 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29400000 | BOY |
| EOY | 29400000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26228149 | BOY |
| EOY | 30037730 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61244733 | BOY |
| EOY | 65322196 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71917000 | BOY |
| EOY | 70256338 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 220571706 | BOY |
| EOY | 237225000 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46710000 | BOY |
| EOY | 50770000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 339198706 | BOY |
| EOY | 358251338 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400443439 | BOY |
| EOY | 423573534 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2357326 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 25844839 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -4434881 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5744050 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6035895 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7747746 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4712540 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8904888 | CurrentTaxYear |
| Total | 33145119 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27826581 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27672164 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27808763 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 28869289 | CurrentTaxYearMinus1Year |
| Current Tax Year | 38924279 | CurrentTaxYear |
| Total | 151101076 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 33570631 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33708059 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 35556509 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33581829 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47829167 | CurrentTaxYear |
| Total | 184246195 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1296550 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1434971 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1318432 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2820757 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1418185 | CurrentTaxYear |
| Total | 8288895 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1296550 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1434971 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1318432 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2820757 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1418185 | CurrentTaxYear |
| Total | 8288895 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 175957300 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4569585 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2303021 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2407719 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2154749 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1229176 | CurrentTaxYear |
| Total | 12664250 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4569585 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2303021 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2407719 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2154749 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1229176 | CurrentTaxYear |
| Total | 12664250 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 660203 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 650410 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 672861 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 673523 | CurrentTaxYearMinus1Year |
| Current Tax Year | 647985 | CurrentTaxYear |
| Total | 3304982 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4639276 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4747611 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3849133 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3577817 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3261384 | CurrentTaxYear |
| Total | 20075221 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 43439695 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 41409101 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 42486222 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39987918 | CurrentTaxYearMinus1Year |
| Current Tax Year | 52967712 | CurrentTaxYear |
| Total | 220290648 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.79880 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.75580 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.05750 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.07810 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: WORKSHOPS THE REIMBURSEABLES OTHER INCOME | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 72000 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 72000 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 59625638 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 59697638 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 98000 | CurrentYearMinus3 |
| Current Year Minus2 | 90000 | CurrentYearMinus2 |
| Current Year Minus1 | 90000 | CurrentYearMinus1 |
| Current Year | 72000 | CurrentYear |
| Total | 350000 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 268878171 | BeginningOfYearBalance |
| Contributions | 7561348 | Contributions |
| Investment Earnings Or Losses | 34153876 | InvestmentEarningsOrLosses |
| Other Expenditures | 13267980 | OtherExpenditures |
| End Of Year Balance | 297325415 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 282948252 | BeginningOfYearBalance |
| Contributions | 36867 | Contributions |
| Investment Earnings Or Losses | -308158 | InvestmentEarningsOrLosses |
| Other Expenditures | 13798790 | OtherExpenditures |
| End Of Year Balance | 268878171 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 257847833 | BeginningOfYearBalance |
| Contributions | 177078 | Contributions |
| Investment Earnings Or Losses | 39149514 | InvestmentEarningsOrLosses |
| Other Expenditures | 14226173 | OtherExpenditures |
| End Of Year Balance | 282948252 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 232216268 | BeginningOfYearBalance |
| Contributions | 249437 | Contributions |
| Investment Earnings Or Losses | 40361761 | InvestmentEarningsOrLosses |
| Other Expenditures | 14979633 | OtherExpenditures |
| End Of Year Balance | 257847833 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 319904954 | BeginningOfYearBalance |
| Contributions | 171530 | Contributions |
| Investment Earnings Or Losses | -73725113 | InvestmentEarningsOrLosses |
| Other Expenditures | 14135103 | OtherExpenditures |
| End Of Year Balance | 232216268 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.10000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.17000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.73000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 341837 | OtherCostOrOtherBasis |
| Book Value | 341837 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 94695276 | OtherCostOrOtherBasis |
| Depreciation | 60607128 | Depreciation |
| Book Value | 34088148 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19385958 | OtherCostOrOtherBasis |
| Depreciation | 17590673 | Depreciation |
| Book Value | 1795285 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 53309504 | OtherCostOrOtherBasis |
| Depreciation | 20406181 | Depreciation |
| Book Value | 32903323 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 69128593 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| COMMON TRUST FUNDS | 42768092 | F |
| LIMITED PARTNERSHIPS | 92164176 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 134932268 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED INSURANCE | $792,666 |
| ACCRUED POST-RETIREMENT BENEFITS | $18,998,735 |
| GIFT CERTIFICATES | $123,607 |
| DEPOSITS | $1,124,050 |
| ACCRUED PENSION COST | $8,998,672 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 30037730 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 86794058 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 25844839 | NetUnrealizedGainsInvestments |
| Other Revenues | 3608907 | OtherRevenues |
| Revenue Not Rptd F990 | 29453746 | RevenueNotRptdF990 |
| Revenue Subtotal | 57340312 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 57340312 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 67740881 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 8043243 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 8043243 | ExpensesNotRptdF990 |
| Expenses Subtotal | 59697638 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 59697638 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| 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, 2012, 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; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE INSTITUTE BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2009. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| COGS - OTHER COSTS 3,608,513. PRESENTED IN THOUSANDS 394. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| COGS - OTHER COSTS 3,608,513. PENSION AND OPEB 4,434,881. PRESENTED IN THOUSANDS -151. | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | 34708758 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | 7698134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 42406892 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 42406892 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| AMG GLOBAL | ||||||||
| 999 VANDERBILT BEACH ROAD STE 200 | NAPLES | FL | 34109 | MEMBERSHIP RENEWALS | 0 | 264500 | 30400 | 234100 |
| RUFFALOCODY LLC | ||||||||
| 65 KIRKWOOD NORTH ROAD SW | CEDAR RAPIDS | IA | 52404 | SOLICITING CONTRIBUTIONS | 0 | 37902 | 48824 | -10922 |
| FULKERSON GROUP | ||||||||
| 5760 SNOWSHOE CIRCLE | BLOOMFIELD | MI | 48301 | SPONSORSHIP CONSULTING | 0 | 0 | 32000 | -32000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 302402 | TotalGrossReceipts |
| Total Retained By Contractors | 111224 | TotalRetainedByContractors |
| Total Net To Organization | 191178 | TotalNetToOrganization |
| Licensed States | MI | LicensedStates |
| Licensed States | NC | LicensedStates |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICIA E MOORADIAN | ||||||||||||||
| PRESIDENT & SECRETARY | 270000 | 0 | 50000 | 0 | 5873 | 0 | 11027 | 0 | 16099 | 0 | 352999 | 0 | 0 | 0 |
| DENISE A THAL | ||||||||||||||
| CFO & SR. VP OF OPERATIONS | 201923 | 0 | 21000 | 0 | 0 | 0 | 12261 | 0 | 16007 | 0 | 251191 | 0 | 0 | 0 |
| CHRISTIAN OVERLAND | ||||||||||||||
| EXECUTIVE VICE-PRESIDENT | 210000 | 0 | 21000 | 0 | 1740 | 0 | 11707 | 0 | 16007 | 0 | 260454 | 0 | 0 | 0 |
| MICHAEL BUTMAN | ||||||||||||||
| CHIEF INFORMATION OFFICER | 155250 | 0 | 9452 | 0 | 0 | 0 | 9975 | 0 | 11445 | 0 | 186122 | 0 | 0 | 0 |
| GEORGE MOROZ | ||||||||||||||
| SPECIAL ASST. TO PRES. & SR DIRECTOR | 136890 | 0 | 2900 | 0 | 0 | 0 | 7688 | 0 | 15827 | 0 | 163305 | 0 | 0 | 0 |
| CAROL KENDRA | ||||||||||||||
| CHIEF MARKETING OFFICER | 132810 | 0 | 5556 | 0 | 0 | 0 | 8382 | 0 | 12316 | 0 | 159064 | 0 | 0 | 0 |
| ROBERT HANNA | ||||||||||||||
| SR DIRECTOR, FACILITIES MGT | 131250 | 0 | 1400 | 0 | 0 | 0 | 7296 | 0 | 15827 | 0 | 155773 | 0 | 0 | 0 |
| JAMES MEDFORD | ||||||||||||||
| VP, INSTITUTIONAL ADVANCEMENT | 205000 | 0 | 10000 | 0 | 0 | 0 | 12900 | 0 | 12481 | 0 | 240381 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE PRESIDENT RECEIVES A SOCIAL CLUB MEMBERSHIP WHICH IS PROVIDED FOR BUSINESS PURPOSES. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| FORD MOTOR COMPANY | |||
| BOARD MEMBERS IN COMMON | 2017485 | 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 | 683921 | PAYMENT FROM FORD MOTOR COMPANY FOR EVENTS, PHOTOGRAPHIC SERVICES, AND ROUGE FACTORY TOUR | 0 |
| CADILLAC ASPHALT | |||
| BOARD MEMBER HOLDS AN INTEREST IN CADILLAC | 104914 | PAYMENT TO CADILLAC ASPHALT FOR ASPHALT RESTORATION | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 38596 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG. SELLING PRICE | MethodOfDeterminingRevenues |
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 94 | NumberOfContributions |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | PART I, COLUMN (B): | NUMBER OF CONTRIBUTIONS |
| THIRD PARTY USE: | PART I, LINE 32B: | COMERICA SECURITIES INC., A BROKERAGE FIRM, IS UTILIZED TO SELL DONATED SHARES OF STOCK FOR THE INSTITUTE. |
| NON REPORTING OF REVENUE: | 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
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES: | 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, AND CHRISTOPHER HAMP 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 KUHN HAVE A BUSINESS RELATIONSHIP. PHILLIP FISHER AND RONALD WEISER HAVE A BUSINESS 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. | |
| OTHER FEES | FORM 990, PART IX, LINE 11G | OTHER FEES: PROGRAM SERVICE EXPENSES 6,045,029. MANAGEMENT AND GENERAL EXPENSES 371,667. FUNDRAISING EXPENSES 271,946. TOTAL EXPENSES 6,688,642. |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 9: | PENSION AND OPEB -4,434,881. PRESENTED IN THOUSANDS |
| PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS |