2024-06-03T15:19:10-04:00 2023-09-30 320394930 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2022-10-01 200243438 THOMAS EDISON & HENRY FORD WINTER ESTATES INC THOM 2393347419 2350 MCGREGOR BLVD FORT MYERS FL 33901 THOMAS HOTTOVY CFO 2393353677 2024-05-20 THOMAS HOTTOVY 999009999 true MARC WHITFIELD CPA P00125986 2394331002 2024-05-28 2022 2023-04-26 12:10:37Z MICHAEL A FLANDERS 2350 MCGREGOR BLVD FORT MYERS FL 33901 4888661 false X WWW.EDISONFORDWINTERESTATES.ORG X 2006 FL 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. 17 17 105 100 0 126518 154551 5199799 3528686 184670 1202 773463 614661 6284450 4299100 0 0 3112475 2755102 0 0 1888337 2109660 5000812 4864762 1283638 -565662 6582079 6022417 593992 599992 5988087 5422425 X 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. false false 4214676 3528686 THE PRIMARY EXEMPT PURPOSES OF THE ORGANIZATION IS THE CONSERVATION, MANAGEMENT AND EDUCATION PROGRAM PRESENTED TO THE GENERAL PUBLIC OF THE THOMAS EDISON AND HENRY FORD WINTER ESTATES WHICH INCLUDES 20 ACRES OF HISTORICAL GARDENS, 9 HISTORIC BUILDINGS, A MUSEUM AND THE ORIGINAL 1927 EDISON BOTANIC LAB. THE PROPERTY HAS BEEN DESIGNATED BY THE NATIONAL REGISTER OF HISTORIC PLACES AND WON THE TOP RESTORATION AWARD FROM THE NATIONAL TRUST FOR HISTORIC PRESERVATION IN 2008. IT HAS WON THE FLORIDA AWARD FOR LANDSCAPE RESTORATION FOR WORK IN THE HERITAGE GARDENS. THE SITE IS ALSO A FLORIDA HISTORIC LANDMARK, AN ORIGINAL SAVE AMERICA'S TREASURES AND A RESTORE AMERICA PROJECT OF THE NATIONAL TRUST. THE PROPERTY IS OPEN DAILY YEAR-ROUND FOR THE PURPOSE OF PROVIDING TOURS, LECTURES, CLASSES, 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 108 PAID PROFESSIONAL STAFF AND 230 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. 4214676 true true false false false false false true false false true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 27 0 105 true false false false false false false false false false false false false false false X 17 17 false false false false false false false true true false false false true true true true true true false false X TOM HOTTOVY 2393347419 2350 MCGREGOR BLVD FORT MYERS FL 33901 MICHAEL A FLANDERS PRESIDENT/CE 40.00 X 158459 0 13241 THOMAS HOTTOVY CFO 40.00 X 117478 0 11214 FRANK J ALOIA TRUSTEE 5.00 X 0 0 0 SIDNEY ANN BRINSON TRUSTEE 5.00 X 0 0 0 JEANNE DOZIER TRUSTEE 5.00 X 0 0 0 SUZANNE SASS EDWARDS TRUSTEE 5.00 X 0 0 0 ERIC GRAFF V CHAIR 5.00 X X 0 0 0 RANDALL HENDERSON JR TRUSTEE 5.00 X 0 0 0 SUSAN LAWSON TRUSTEE 5.00 X 0 0 0 CRAIG MCLEAN TREASURER 5.00 X X 0 0 0 RICHARD MOULTON TRUSTEE 5.00 X 0 0 0 STEVE NIEHAUS TRUSTEE 5.00 X 0 0 0 RENEE NORRIS SECRETARY 5.00 X X 0 0 0 COLE PEACOCK CHAIR 5.00 X X 0 0 0 MADELEINE PLUMMER TRUSTEE 5.00 X 0 0 0 BRIAN RIST TRUSTEE 5.00 X 0 0 0 KAREN RYAN TRUSTEE 5.00 X 0 0 0 BRETT SANDS TRUSTEE 5.00 X 0 0 0 275937 24455 2 false true false MORRIS & COMPANY DBA THINK LLP PO BOX 200543 DALLAS TX 75320 ERC CONSULTING 119321 1 154551 5375 154551 TOURS 2490865 2490865 ANNUAL DUES 426982 426982 HOLIDAY NIGHTS 351357 351357 PRIVATE USE FOR EVENTS 109237 109237 EDUCATION & SUMMER CAMP 96086 96086 54159 54159 3528686 1202 1202 1204222 589561 614661 614661 4299100 4034110 110439 283211 235669 47542 1850531 1539886 310645 51290 42680 8610 350813 291923 58890 219257 182451 36806 114446 102072 12374 128171 128171 386404 302869 83535 55327 53164 2163 640985 588359 52626 732 631 101 12163 11114 1049 237917 222390 15527 32982 27584 5398 OTHER EXPENSES 337627 337627 EVENTS 74477 74477 RETAIL EXPENSES 44693 44693 DECORATIONS 26528 26528 17208 2388 14820 4864762 4214676 650086 0 9775 10208 3340401 2867133 29005 40406 340802 336906 98672 89302 5434138 2766276 2752599 2667862 10825 10600 6582079 6022417 39329 63498 99959 77114 311437 294497 143267 164883 593992 599992 X 5988087 5422425 5988087 5422425 6582079 6022417 X -565662 X false true X true false X 137875 114063 198628 126518 154551 731635 137875 114063 198628 126518 154551 731635 731635 5212 5750 3683 1878 1202 17725 130767 101799 57068 104650 109237 503521 1252881 26865356 0.58400 0.56850 X PART II, LINE 10 OTHER INCOME 394,284 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 464061 X X false 49000 49000 630983 111130 519853 3389854 1916099 1473755 704933 581342 123591 659368 157705 501663 2667862 ACCRUED LIABILITIES 164883 164883 X 5485888 1186788 1186788 4299100 4299100 6051550 1186788 1186788 4864762 4864762 SCHEDULE D, PAGE 2, PART III, LINE 4 THE THOMAS, EDISON & HENRY FORD WINTER ESTATES CONSISTS OF 20 ACRES OF BOTANICAL GARDENS, NINE HISTORICAL BUILDINGS INCLUDING EDISON'S BOTANTIC RESEARCH LABORATORY AND THE ESTATES MUSEUM WHICH CONTAINS AN IMPRESSIVE COLLECTION OF INVENTIONS, ARTIFACTS AND SPECIAL EXHIBIT GALLERIES. ALL OF THE COLLECTION IS RELATED TO THE LIVES AND INVENTIONS OF THOMAS EDISON AND HENRY FORD. SCHEDULE D, PAGE 3, PART X THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX 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 ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS WILL BE RECOGNIZED IN INCOME TAX EXPENSE, IF REQUIRED. SCHEDULE D, PAGE 4, PART XI, LINE 2D MUSEUM STORE EXPENSES 589,561 ERTC 597,227 SCHEDULE D, PAGE 4, PART XII, LINE 2D MUSEUM STORE EXPENSES 589,561 ERTC 597,227 false false false false false false false false false MICHAEL A FLANDERS PRESIDENT/CEO 158459 13241 171700 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 11,873 HOURS AND VALUED AT APPROXIMATELY 338,822 WHICH IS NOT REFLECTED IN THE FINANCIAL STATEMENTS NOR ON THE 990. FORM 990, PAGE 2, PART III, LINE 4A THE PRIMARY EXEMPT PURPOSES OF THE ORGANIZATION IS THE CONSERVATION, MANAGEMENT AND EDUCATION PROGRAM PRESENTED TO THE GENERAL PUBLIC OF THE THOMAS EDISON AND HENRY FORD WINTER ESTATES WHICH INCLUDES 20 ACRES OF HISTORICAL GARDENS, 9 HISTORIC BUILDINGS, A MUSEUM AND THE ORIGINAL 1927 EDISON BOTANIC LAB. THE PROPERTY HAS BEEN DESIGNATED BY THE NATIONAL REGISTER OF HISTORIC PLACES AND WON THE TOP RESTORATION AWARD FROM THE NATIONAL TRUST FOR HISTORIC PRESERVATION IN 2008. IT HAS WON THE FLORIDA AWARD FOR LANDSCAPE RESTORATION FOR WORK IN THE HERITAGE GARDENS. THE SITE IS ALSO A FLORIDA HISTORIC LANDMARK, AN ORIGINAL SAVE AMERICA'S TREASURES AND A RESTORE AMERICA PROJECT OF THE NATIONAL TRUST. THE PROPERTY IS OPEN DAILY YEAR-ROUND FOR THE PURPOSE OF PROVIDING TOURS, LECTURES, CLASSES, 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 108 PAID PROFESSIONAL STAFF AND 230 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, 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. FORM 990, PART XI, LINE 9 MUSEUM STORE EXPENSES 589,561 ERTC 597,227 MUSEUM STORE EXPENSES -589,561 ERTC -597,227