Totals
- Total revenue
- $56,954,524
- Total expenses
- $73,848,872
- Contributions and grants received
- $8,944,128
- Grants paid
- $0
- Program service revenue
- $28,229,237
- Investment income
- $1,973,583
- Other revenue
- $17,807,576
- Total assets, end of year
- $529,837,527
- Total liabilities, end of year
- $52,391,325
- Net assets or fund balances, end of year
- $477,446,202
- Program services expenses (Part IX)
- $57,163,157
- Management and general expenses
- $13,519,293
- Fundraising expenses
- $3,166,422
- Program service expenses (Part III)
- $57,163,157
Program services were 77.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$242,261
-
1f · All other contributions, gifts and grants
$8,701,867
-
1g · Noncash contributions included above
$4,916
-
2a · Program service revenue: ADMISSIONS
total $15,696,994 · related or exempt $15,696,994
-
2b · Program service revenue: MEMBERSHIP DUES
total $8,635,011 · related or exempt $8,635,011
-
2c · Program service revenue: AUXILIARY
total $3,143,507 · related or exempt $3,143,507
-
2d · Program service revenue: ROUGE FACTORY TOUR
total $500,000 · related or exempt $500,000
-
2e · Program service revenue: CONFERENCE REGISTRATIONS
total $253,725 · related or exempt $253,725
-
3 · Investment income
total $454,485 · unrelated business $41,462 · excluded $413,023
-
5 · Royalties
total $47,570 · excluded $47,570
-
6a · Gross rents
real property $2,877,315
-
6b · Less rental expenses
real property $143,709
-
6c · Rental income or loss
real property $2,733,606
-
6d · Net rental income or loss
total $2,733,606 · related or exempt $1,193,391 · excluded $1,540,215
-
7a · Gross sales of assets other than inventory
securities $36,695,318
-
7b · Less cost or other basis and sales expenses
securities $35,176,220
-
7c · Gain or loss
securities $1,519,098
-
7d · Net gain or loss
total $1,519,098 · excluded $1,519,098
-
10a · Gross sales of inventory
$12,207,216
-
10b · Cost of goods sold
$3,558,939
-
10c · Net income from sales of inventory
total $8,648,277 · related or exempt $8,643,141 · unrelated business $5,136
-
11a · Other revenue: OTHER FEES
total $3,236,162 · related or exempt $2,400,279 · unrelated business $835,883
-
11b · Other revenue: FORD ROUGE FACTORY TOUR
total $2,090,527 · related or exempt $2,090,527
-
11c · Other revenue: PARKING FEES
total $944,956 · excluded $944,956
-
11d · All other revenue
total $106,478 · excluded $106,478
-
11e · Other revenue, total
$6,378,123
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,217,489 · program services $59,920 · management and general $666,756 · fundraising $490,813
-
7 · Other salaries and wages
total $30,619,866 · program services $25,116,611 · management and general $4,168,359 · fundraising $1,334,896
-
8 · Pension plan contributions
total $1,047,612 · program services $919,945 · management and general $84,357 · fundraising $43,310
-
9 · Other employee benefits
total $1,276,178 · program services $106,714 · management and general $863,155 · fundraising $306,309
-
10 · Payroll taxes
total $2,473,310 · program services $2,133,007 · management and general $229,051 · fundraising $111,252
-
11b · Fees: legal
total $166,284 · program services $23,661 · management and general $115,123 · fundraising $27,500
-
11c · Fees: accounting
total $180,625 · management and general $180,625
-
11d · Fees: lobbying
total $90,000 · fundraising $90,000
-
11e · Fees: professional fundraising services
total $152,562 · fundraising $152,562
-
11f · Fees: investment management
total $884,788 · management and general $884,788
-
11g · Fees: other
total $13,928,936 · program services $12,727,932 · management and general $1,070,932 · fundraising $130,072
-
12 · Advertising and promotion
total $2,593,867 · program services $305,628 · management and general $2,288,239
-
13 · Office expenses
total $6,541,807 · program services $4,988,505 · management and general $1,421,926 · fundraising $131,376
-
15 · Royalties
total $426,714 · program services $426,714
-
16 · Occupancy
total $4,954,776 · program services $3,972,512 · management and general $953,235 · fundraising $29,029
-
17 · Travel
total $646,874 · program services $387,427 · management and general $19,429 · fundraising $240,018
-
20 · Interest
total $580,970 · program services $580,970
-
22 · Depreciation, depletion and amortization
total $4,871,714 · program services $4,433,260 · management and general $389,737 · fundraising $48,717
-
23 · Insurance
total $794,914 · program services $723,372 · management and general $63,593 · fundraising $7,949
-
24a · Other expenses: TRAINING AND RECRUITING
total $136,801 · program services $37,343 · management and general $94,202 · fundraising $5,256
-
24b · Other expenses: UNIFORMS
total $114,789 · program services $108,670 · management and general $6,115 · fundraising $4
-
24c · Other expenses: ACCESSIONS
total $87,347 · program services $87,347
-
24d · Other expenses: MISCELANEOUS
total $57,774 · program services $20,744 · management and general $19,671 · fundraising $17,359
-
24e · All other expenses
total $2,875 · program services $2,875
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,229,954 · end of year $565,913
-
2 · Savings and temporary cash investments
beginning of year $32,388,195 · end of year $20,055,509
-
3 · Pledges and grants receivable
beginning of year $14,151,701 · end of year $7,598,665
-
4 · Accounts receivable
beginning of year $11,746,256 · end of year $12,090,398
-
8 · Inventories for sale or use
beginning of year $377,771 · end of year $497,909
-
9 · Prepaid expenses and deferred charges
beginning of year $1,411,781 · end of year $2,119,474
-
10a · Land, buildings and equipment: cost or other basis
$213,511,331
-
10b · Land, buildings and equipment: accumulated depreciation
$150,045,164
-
10c · Land, buildings and equipment, net
beginning of year $63,352,114 · end of year $63,466,167
-
11 · Investments: publicly traded securities
beginning of year $265,223,475 · end of year $229,499,750
-
12 · Investments: other securities
beginning of year $208,461,391 · end of year $193,943,742
-
17 · Accounts payable and accrued expenses
beginning of year $6,866,001 · end of year $7,672,726
-
19 · Deferred revenue
beginning of year $76,887 · end of year $90,155
-
20 · Tax-exempt bond liabilities
beginning of year $29,400,000 · end of year $29,400,000
-
24 · Unsecured notes and loans payable
beginning of year $10,000,000 · end of year $10,000,000
-
25 · Other liabilities
beginning of year $8,500,623 · end of year $5,228,444
-
27 · Net assets without donor restrictions
beginning of year $89,123,890 · end of year $79,346,000
-
28 · Net assets with donor restrictions
beginning of year $454,375,237 · end of year $398,100,202
Mission and programs · 2022
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.
Activities or mission (Part I)
THE EDISON INSTITUTE, KNOWN AS THE HENRY FORD (THF), IS A NATIONAL (CONTINUED ON SCHEDULE O)
-
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.
Expenses $57,163,157 · Revenue $42,556,575
As filed on the 2022 return.
Listed in Part VII
-
Patricia E MooradianPATRICIA E MOORADIAN
PRESIDENT & SECRETARY
- Total calculated
- $818,022
- From this org
- $776,338
- From related orgs
- $0
- Other
- $41,684
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $548,424
- Bonus
- $227,914
- Other
- $0
- Deferred
- $18,300
- Nontaxable benefits
- $23,384
- Filer's total
- $818,022
-
James S MedfordJAMES S MEDFORD
SR VP & CHIEF ADVANCEMENT OFFICER
- Total calculated
- $382,427
- From this org
- $335,723
- From related orgs
- $0
- Other
- $46,704
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $276,082
- Bonus
- $59,641
- Other
- $0
- Deferred
- $18,300
- Nontaxable benefits
- $28,404
- Filer's total
- $382,427
-
Brent OttBRENT OTT
CHIEF OPERATING OFFICER
- Total calculated
- $350,544
- From this org
- $318,914
- From related orgs
- $0
- Other
- $31,630
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $263,533
- Bonus
- $55,381
- Other
- $0
- Deferred
- $17,117
- Nontaxable benefits
- $14,513
- Filer's total
- $350,544
-
Jason M GreutherJASON M GREUTHER
VP HISTORICAL RESOURCES & CHIEF CURATOR
- Total calculated
- $285,602
- From this org
- $249,071
- From related orgs
- $0
- Other
- $36,531
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $206,443
- Bonus
- $42,628
- Other
- $0
- Deferred
- $13,683
- Nontaxable benefits
- $22,848
- Filer's total
- $285,602
-
John C NeilsonJOHN C NEILSON
VP VENUES & EXPERIENCES
- Total calculated
- $270,405
- From this org
- $255,878
- From related orgs
- $0
- Other
- $14,527
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $213,250
- Bonus
- $42,628
- Other
- $0
- Deferred
- $12,347
- Nontaxable benefits
- $2,180
- Filer's total
- $270,405
-
Bonnie M LobertBONNIE M LOBERT
VP TALENT & CULTURE/CHIEF TALENT OFFICER
- Total calculated
- $239,414
- From this org
- $220,629
- From related orgs
- $0
- Other
- $18,785
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $184,205
- Bonus
- $36,424
- Other
- $0
- Deferred
- $12,317
- Nontaxable benefits
- $6,468
- Filer's total
- $239,414
-
Christian K CullenCHRISTIAN K CULLEN
MANAGING DIRECTOR OF INTEGRATED OPS
- Total calculated
- $210,068
- From this org
- $175,607
- From related orgs
- $0
- Other
- $34,461
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $174,107
- Bonus
- $1,500
- Other
- $0
- Deferred
- $10,862
- Nontaxable benefits
- $23,599
- Filer's total
- $210,068
-
Stephanie TrotterSTEPHANIE TROTTER
CHIEF FINANCIAL OFFICER
- Total calculated
- $48,923
- From this org
- $46,154
- From related orgs
- $0
- Other
- $2,769
- Hours/week
- 40
-
S Evan WeinerS EVAN WEINER
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2
-
Sheila Ford HampSHEILA FORD HAMP
VICE CHAIRMAN - PART YEAR
- Total calculated
- $0
- Hours/week
- 2
-
Lisa A PayneLISA A PAYNE
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
William Clay Ford JrWILLIAM CLAY FORD JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lynn Ford AlandtLYNN FORD ALANDT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Paul R DimondPAUL R DIMOND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Edsel B Ford IIEDSEL B FORD II
TRUSTEE - PART YEAR
- Total calculated
- $0
- Hours/week
- 1
-
Ralph J GersonRALPH J GERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth Ford KontulisELIZABETH FORD KONTULIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Richard A ManoogianRICHARD A MANOOGIAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Christopher F HampCHRISTOPHER F HAMP
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Alessandro F UzielliALESSANDRO F UZIELLI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John W Ingle IIIJOHN W INGLE III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Henry Ford IIIHENRY FORD III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Hau Thai-TangHAU THAI-TANG
TRUSTEE - PART YEAR
- Total calculated
- $0
- Hours/week
- 1
-
Bruce MeyerBRUCE MEYER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mark L ReussMARK L REUSS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
William Clay Ford IIIWILLIAM CLAY FORD III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Eliza Kontulis GetzELIZA KONTULIS GETZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Hendrik MeijerHENDRIK MEIJER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Linda ApseyLINDA APSEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Carla Walker-MillerCARLA WALKER-MILLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kouhaila HammerKOUHAILA HAMMER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jon OberheideJON OBERHEIDE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dr Alec D GallimoreDR ALEC D GALLIMORE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Marc TrubyMARC TRUBY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- THE PRESIDENT AND VP OF INSTITUTIONAL ADVANCEMENT RECEIVE A SOCIAL CLUB MEMBERSHIP WHICH IS PROVIDED FOR BUSINESS PURPOSES. THE HENRY FORD IS REIMBURSED FOR ANY PERSONAL USE OF THE MEMBERSHIP.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 3 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333119349303403
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.