Civic Intelligence

Thomas Edison and Henry Ford Winter Estates Inc.

990 • Fiscal year 2017 • EIN 20-0243438

Oct 01, 2016 to Sep 30, 2017 • Filed on Mar 05, 2018

Organization ProfileWWW.EDISONFORDWINTERESTATES.ORG
PO Box 2368Fort Myers, FL 33902-2368

(239) 334-7419

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.19x

Higher debt load relative to assets than 53% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.18x

Higher debt load relative to revenue than 51% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

45th percentile

1.7%

Higher net margin than 45% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

71st percentile

$176,831

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

67th percentile

9.6%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$5,525,653

Up $483,419 (+9.6%) from 2016

Net Assets

Up

$4,493,767

Up $98,866 (+2.2%) from 2016

Liabilities

Up

$1,031,886

Up $384,553 (+59%) from 2016

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin45th percentile

Revenue

Up

$5,870,733

Up $635,888 (+12%) from 2016

Expenses

Up

$5,771,867

Up $582,677 (+11%) from 2016

Net Income

Up

$98,866

Up $53,211 (+117%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,306,289Liabilities 2010: $607,136Net Assets 2010: $2,699,1532010Assets 2011: $3,443,212Liabilities 2011: $635,989Net Assets 2011: $2,807,2232011Assets 2012: $3,781,869Liabilities 2012: $242,191Net Assets 2012: $3,539,6782012Assets 2013: $3,939,246Liabilities 2013: $263,048Net Assets 2013: $3,676,1982013Assets 2014: $4,304,121Liabilities 2014: $343,137Net Assets 2014: $3,960,9842014Assets 2015: $4,621,279Liabilities 2015: $272,033Net Assets 2015: $4,349,2462015Assets 2016: $5,042,234Liabilities 2016: $647,333Net Assets 2016: $4,394,9012016Assets 2017: $5,525,653Liabilities 2017: $1,031,886Net Assets 2017: $4,493,7672017Assets 2018: $4,668,144Liabilities 2018: $669,144Net Assets 2018: $3,999,0002018Assets 2019: $5,207,116Liabilities 2019: $780,068Net Assets 2019: $4,427,0482019Assets 2020: $4,824,427Liabilities 2020: $1,143,097Net Assets 2020: $3,681,3302020Assets 2021: $5,261,468Liabilities 2021: $557,019Net Assets 2021: $4,704,4492021Assets 2022: $6,582,079Liabilities 2022: $593,992Net Assets 2022: $5,988,0872022Assets 2023: $6,022,417Liabilities 2023: $599,992Net Assets 2023: $5,422,4252023Assets 2024: $5,924,275Liabilities 2024: $979,527Net Assets 2024: $4,944,7482024Assets 2025: $4,893,624Liabilities 2025: $759,321Net Assets 2025: $4,134,3032025

Highlighted filing

2017

Assets$5,525,653
Liabilities$1,031,886
Net Assets$4,493,767
Open 2017 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,716,4962010Expenses 2011: $3,905,6502011Expenses 2012: $4,279,4182012Expenses 2013: $4,576,6842013Revenue 2014: $4,978,856Expenses 2014: $4,694,070Net Income 2014: $284,7862014Revenue 2015: $5,354,067Expenses 2015: $4,965,805Net Income 2015: $388,2622015Revenue 2016: $5,234,845Expenses 2016: $5,189,190Net Income 2016: $45,6552016Revenue 2017: $5,870,733Expenses 2017: $5,771,867Net Income 2017: $98,8662017Revenue 2018: $5,360,942Expenses 2018: $5,855,709Net Income 2018: -$494,7672018Revenue 2019: $5,966,061Expenses 2019: $5,538,016Net Income 2019: $428,0452019Revenue 2020: $4,334,402Expenses 2020: $5,080,120Net Income 2020: -$745,7182020Revenue 2021: $5,556,922Expenses 2021: $4,533,803Net Income 2021: $1,023,1192021Revenue 2022: $6,284,450Expenses 2022: $5,000,812Net Income 2022: $1,283,6382022Revenue 2023: $4,299,100Expenses 2023: $4,864,762Net Income 2023: -$565,6622023Revenue 2024: $5,008,876Expenses 2024: $5,486,803Net Income 2024: -$477,9272024Revenue 2025: $4,947,769Expenses 2025: $5,507,664Net Income 2025: -$559,8952025

Highlighted filing

2017

Revenue$5,870,733
Expenses$5,771,867
Net Income$98,866
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Mar 5, 2018
Return Version
2016v3.1
Gross Receipts
$6,476,834
Mission and Program Overview

Mission

The mission is to educate the public and inspire an inventive spirit by interpreting and preserving the innovations, legacies, artifacts, gardens, homes, laboratory, and other structures of thomas edison and henry ford, emphasizing florida history, science, horticulture, and the arts.

The mission is to provide unique educational experiences based on the historic winter homes, laboratory, gardens, artifacts, legacy and lives of thomas edison and henry ford.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,056,094$3,252,164▲ $196,070
Savings and Temporary Cash Investments$1,420,427$1,283,178▼ $137,249
Inventories for Sale or Use$409,199$452,310▲ $43,111
Accounts Receivable$14,775$363,831▲ $349,056
Prepaid Expenses and Deferred Charges$132,159$164,415▲ $32,256
Total Assets$5,042,234$5,525,653▲ $483,419
Other Assets Total$9,580$9,755▲ $175
Liabilities
Mortgage Notes Payable Secured by Investment Property$400,000$386,669▼ $13,331
Accounts Payable and Accrued Expenses$25,965$302,419▲ $276,454
Other Liabilities$199,560$291,628▲ $92,068
Deferred Revenue$21,808$51,170▲ $29,362
Total Liabilities$647,333$1,031,886▲ $384,553
Net Assets / Fund Balance
Unrestricted Net Assets$4,341,836$4,491,467▲ $149,631
Temporarily Rstr Net Assets$53,065$2,300▼ $50,765
Total Net Assets Fund Balance$4,394,901$4,493,767▲ $98,866
Total Liabilities and Net Assets / Fund Balance$5,042,234$5,525,653▲ $483,419

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,991,442$803,184$2,794,626
Buildings$615,640$11,295$626,935
Other Land Buildings$417,794$95,584$513,378
Equipment$157,188$282,678$439,866
Land$70,100-$70,100
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris Tenne PendletonPresidentFT$163,387$13,444$176,831

Board Members and Trustees

NameTitle
Steve NiehausChair
John CauthenVice Chair
Bret SandsTrustee
Cole PeacockTrustee
Colleen De PasqualeTrustee
Craig McleanTrustee
Eric GraffTrustee
Frank J AloiaTrustee
Jeanne DozierTrustee
Karen FlandersTrustee
Kathy DeanTrustee
Ld BochetteTrustee
Madeleine PlummerTrustee
Margaret SirianniTrustee
Melvin MorganTrustee
Renee NorrisTrustee
Sidney Ann BrinsonTrustee
Suzanne EdwardsTrustee
Wiley ParkerTrustee
Karen RyanSecretary
Lee GoldenTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Forestry ResourcesHurrican Cleanu4353 MICHIGAN LINE, Fort Myers, FL 33916$248,852
Casey Constructionkorr GroupRepairs1209 SE 10TH STREET, Cape Coral, FL 33990$116,536
Revenue and Support

Revenue Composition

Contributions and Grants
$76,418
Program Service Revenue
$4,909,360
Investment Income
$9,241
Other Revenue
$875,714
All Other Contributions
$23,953
Change in Net Assets
$98,866

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,870,733
Revenue Not Reported on Form 990
$606,101
Total Revenue per Audited Statements
$6,476,834
Total Revenue per Form 990
$5,870,733
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,164,056
Other Expenses$2,607,811
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,937,029$484,257-$2,421,286
Occupancy$662,182$28,289-$690,471
Office Expenses$404,083$44,898-$448,981
Other Employee Benefits$275,610$68,903-$344,513
Advertising$276,343--$276,343
Depreciation Depletion$233,483$25,943-$259,426
Fees for Services Other$173,800$34,156-$207,956
Payroll Taxes$157,356$39,339-$196,695
Current Officers, Directors, Trustees, and Key Employees$131,778$32,944-$164,722
Insurance$117,161$15,476-$132,637
All Other Expenses$48,140--$48,140
Other Expenses$40,155--$40,155
Pension Plan Contributions$29,472$7,368-$36,840
Travel$26,746$2,972-$29,718
Interest$14,196$1,577-$15,773
Total Functional Expenses$4,985,745$786,122$0$5,771,867

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,377,968
Expenses per Audited Statements$5,771,867
Total Expenses per Form 990$5,771,867
Expenses Not Reported on Form 990$606,101
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Board MemberHurricane CleanupNo$248,852
-Board MemberDirt, Rock & StrawNo$12,411
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Liabilities$291,628
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Board reviews the 990 and signs the 8879 before the return is filed”

Form 990, Page 6, Part VI, Line 12C

“Trustees sign statement of conflict of interest”

Form 990, Page 6, Part VI, Line 15A

“Compensation determined by comparability data and contract negotiations with an independent attorney”

Form 990, Page 6, Part VI, Line 19

“Documents are made available upon request. Also a copy of the 990 is posted on guidestar's website.”

Filing and Contact Details

Filer

Filer Name
Thomas Edison & Henry Ford Winter
EIN
20-0243438
Phone
2393347419
Address
PO BOX 2368, FORT MYERS, FL 33902-2368

Signing Officer

Name
Chris Tenne Pendleton
Title
President
Phone
2393353677
Signed
2018-03-05

Organization Details

Principal Officer
Michael a Flanders CEO
Formed
2006
Legal Domicile
Fl
Voting Board Members
21
Independent Board Members
21
Employees
101
Volunteers
250

Preparer

Firm
Stroemer & Company
Address
14030 METROPOLIS AVE STE 200, FORT MYERS, FL 33912
Preparer
John Stroemer CPA Cfst Cam Gri
Phone
2394331002
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers assist as tour guides, at the information booth, as docents, as office help and in visitor services. Volunteer hours were approximately 28,000 hours and valued at approximately 660,000 which is not reflected in the financial statements nor on the 990.”

Form 990, Page 2, Part III, Line 4A

“Research and other program experiences for the general public, school and special groups. The annual visitation is approximately 250,000. All revenues are directed to the preservation, conservation and interpretation activities of the organization. There are approximately 60 paid professional staff and 250 volunteers who help carry out the educational and conservation activities of the organization. In 2014 the edison botanic research laboratory was designated as a national historic chemical landmark by the american chemical society.”

Form 990, Part XI, Line 9

“Museum store expenses 606,101 museum store expenses -606,101”

Financial Statement Notes

Schedule D, Page 3, Part X

“The internal revenue service has determined that the organization is exempt from federal income taxes under section 501(c)3 of the internal revenue code. The organization is a not-for-profit florida corporation and therefore is not subject to state income tax taxes. The internal revenue code provides for taxation of unrelated business income under certain circumstances. The organization reports no unrelated business taxable income, however, such status is subject to final determination upon examination of the related tax returns by the appropriate taxing authorities. The organization's tax filings are subject to audit by various taxing authorities. Certain income tax returns filed by the organization remain open to examination by these government agencies. The financial accounting standards board has issued guidance on accounting for uncertainty in income taxes and the organization adopted this guidance. The organization has evaluated its tax positions and any estimates utilized in its tax returns, and concluded that the organization has taken no uncertain tax positions that require adjustments to the financial statements to comply with the provisions of this guidance.”

Schedule D, Page 4, Part XI, Line 2D

“Museum store expenses 606,101”

Schedule D, Page 4, Part XII, Line 2D

“Museum store expenses 606,101”

Raw XML AppendixShowing 400 of 611 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,525,653
Liabilities
$1,031,886
Net assets
$4,493,767
Revenue
$5,870,733
Expenses
$5,771,867
Net income
$98,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.89$0.76$4.13$4.95$5.51$0.56
2024Detailed filing. Detailed filing data is available for this year.$5.92$0.98$4.94$5.01$5.49$0.48
2023Detailed filing. Detailed filing data is available for this year.$6.02$0.60$5.42$4.30$4.86$0.57
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.58$0.59$5.99$6.28$5.00$1.28
2021Detailed filing. Detailed filing data is available for this year.$5.26$0.56$4.70$5.56$4.53$1.02
2020Detailed filing. Detailed filing data is available for this year.$4.82$1.14$3.68$4.33$5.08$0.75
2019Detailed filing. Detailed filing data is available for this year.$5.21$0.78$4.43$5.97$5.54$0.43
2018Detailed filing. Detailed filing data is available for this year.$4.67$0.67$4.00$5.36$5.86$0.49
2017Detailed filing. Detailed filing data is available for this year.$5.53$1.03$4.49$5.87$5.77$0.10
2016Detailed filing. Detailed filing data is available for this year.$5.04$0.65$4.39$5.23$5.19$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.62$0.27$4.35$5.35$4.97$0.39
2014Detailed filing. Detailed filing data is available for this year.$4.30$0.34$3.96$4.98$4.69$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.94$0.26$3.68$4.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.78$0.24$3.54$4.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.44$0.64$2.81$3.91
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.31$0.61$2.70$3.72