2026-02-13T15:53:09-05:00 2025-09-30 320394930 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2024-10-01 200243438 THOMAS EDISON & HENRY FORD WINTER ESTATES INC THOM 2393347419 2350 MCGREGOR BLVD FORT MYERS FL 33901 THOMAS HOTTOVY CFO 2393353677 2026-02-11 true MARC WHITFIELD CPA P00125986 2394331002 2026-02-13 2024 2025-03-06 01:10:19Z MICHAEL A FLANDERS 2350 MCGREGOR BLVD FORT MYERS FL 33901 5486791 false X WWW.EDISONFORDWINTERESTATES.ORG X 2006 FL 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. 14 14 105 120 0 138571 168600 4205146 4173775 20976 22629 644183 582765 5008876 4947769 0 0 3574219 3556958 0 0 1912584 1950706 5486803 5507664 -477927 -559895 5924275 4893624 979527 759321 4944748 4134303 X 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. false false 4633829 4173775 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 100 PAID PROFESSIONAL STAFF AND 150 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. 4633829 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 22 0 105 true false false false false false false false false false false false false false false X 14 14 false false false false false false false true true false false true 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 176984 0 14702 THOMAS HOTTOVY CFO 40.00 X 128281 0 12522 MICHAEL COSDEN EXEC VP 40.00 X X 104830 0 11883 FRANK J ALOIA TRUSTEE 5.00 X 0 0 0 SIDNEY ANN BRINSON TRUSTEE 5.00 X 0 0 0 SCOT BURRIS TRUSTEE 5.00 X 0 0 0 JEANNE DOZIER SECRETARY 5.00 X X 0 0 0 SUZANNE SASS EDWARDS TRUSTEE 5.00 X 0 0 0 FRANCIS FENNING 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 LIANE MCHUGH 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 RENEE NORRIS TRUSTEE 5.00 X 0 0 0 COLE PEACOCK CHAIR 5.00 X X 0 0 0 MADELEINE PLUMMER 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 HOWARD SAPP TRUSTEE 5.00 X 0 0 0 410095 39107 3 false true false CROWTHER ROOFING 2543 ROCKFILL RD FORT MYERS FL 33916 ROOFING 214742 COMMERCIAL ELECTRICAL SYSTEMS 4415 INDEPENDENCE COURT SARASOTA FL 34234 ELECTRICAL 130494 2 168600 168600 TOURS 3208142 3208142 HOLIDAY NIGHTS 366897 366897 ANNUAL DUES 339305 339305 PRIVATE USE FOR EVENTS 98252 98252 EDUCATION & SUMMER CAMP 95659 95659 65520 65520 4173775 20829 20829 1800 1800 1800 1800 1105937 539022 566915 566915 OTHER INCOME 15850 15850 15850 4947769 4644238 134931 432677 355779 76898 2494223 2050931 443292 52629 43275 9354 356889 293460 63429 220540 181344 39196 4929 2076 2853 92025 58111 33914 79974 79974 317017 259941 57076 827020 789887 37133 11617 5095 6522 1808 761 1047 10760 10184 576 229502 210387 19115 26605 22171 4434 MISCELLANEOUS EXPENSES 132882 55968 76914 GRANT 43290 43290 EDUCATIONAL 41198 41198 HOLIDAY NIGHT DECORATIONS 40691 40691 91388 89306 2082 5507664 4633829 873835 0 10109 13313 2375167 1538678 7681 9662 302160 234903 116776 107666 6020565 3213069 2783311 2807496 329071 181906 5924275 4893624 111169 67581 75818 70659 276898 258555 515642 362526 979527 759321 X 4944748 4134303 4944748 4134303 5924275 4893624 X -559895 -250550 X false true X true false X 198628 126518 154551 138571 168600 786868 198628 126518 154551 138571 168600 786868 786868 3683 1878 1202 7499 20829 35091 57068 104650 109237 115509 114102 500566 1322525 26419415 0.59500 0.59030 X PART II, LINE 10 OTHER INCOME 386,464 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 213511 X X false 49000 49000 691713 148915 542798 4087921 2229766 1858155 738682 637321 101361 453249 197067 256182 2807496 ACCRUED LIABILITIES 191220 RIGHT OF USE LEASE 171306 362526 X 5486791 539022 539022 4947769 4947769 6046686 539022 539022 5507664 5507664 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 539,022 SCHEDULE D, PAGE 4, PART XII, LINE 2D MUSEUM STORE EXPENSES 539,022 X X false false false false false false false false false MICHAEL A FLANDERS PRESIDENT/CEO 176984 5241 9461 191686 FORM 990 - ORGANIZATION'S 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. 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 10,945 HOURS AND VALUED AT APPROXIMATELY 348,133 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 100 PAID PROFESSIONAL STAFF AND 150 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 DONATED ITEMS REMOVED -250,550