Thomas Edison And Henry Ford Winter Estates Inc
Thomas Edison And Henry Ford Winter Estates Inc shows stable revenue but occasional operating deficits, with no reported officer compensation.
EIN: 200243438 · Fort Myers, FL · NTEE: A80 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $5.5M |
| Total Expenses | $4.9M |
| Program Spending | 80% |
| Net Assets | $5.4M |
| Transparency Score | 85/100 |
Is Thomas Edison And Henry Ford Winter Estates Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Thomas Edison And Henry Ford Winter Estates Inc directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Thomas Edison And Henry Ford Winter Estates Inc
Thomas Edison And Henry Ford Winter Estates Inc (EIN: 200243438) is a nonprofit organization based in Fort Myers, FL, classified under NTEE code A80. The organization reported total revenue of $5.5M and total assets of $4.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Thomas Edison And Henry Ford Winter Estates Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Thomas Edison And Henry Ford Winter Estates Inc is a mid-size nonprofit that has been operating for 21 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 0.6%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $4.3M |
| Total Expenses | $4.9M |
| Surplus / Deficit | $-565,662 |
| Total Assets | $6.0M |
| Total Liabilities | $600K |
| Net Assets | $5.4M |
| Operating Margin | -13.2% |
| Debt-to-Asset Ratio | 10.0% |
| Months of Reserves | 14.9 months |
Financial Health Grade: B
In 2023, Thomas Edison And Henry Ford Winter Estates Inc reported a deficit of $566K with expenses exceeding revenue, holds 14.9 months of operating reserves (strong position), has a debt-to-asset ratio of 10.0% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Thomas Edison And Henry Ford Winter Estates Inc's revenue has grown at a compound annual growth rate (CAGR) of 0.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -31.6% | -2.7% | -8.5% |
| 2022 | +13.1% | +10.3% | +25.1% |
| 2021 | +28.2% | -10.8% | +9.1% |
| 2020 | -27.3% | -8.3% | -7.3% |
| 2019 | +11.3% | -5.4% | +11.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2005 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Thomas Edison And Henry Ford Winter Estates Inc with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 15%
- programs: 80%
- fundraising: 5%
According to IRS 990 filings, Thomas Edison And Henry Ford Winter Estates Inc allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $566K, with expenses exceeding revenue.
- Debt-to-asset ratio: 10.0%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that no compensation is paid to officers, which is highly favorable for donor confidence and resource allocation.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Thomas Edison And Henry Ford Winter Estates Inc's IRS 990 filings:
- Operating deficit in the latest filing (202309) where expenses ($4,864,762) exceeded revenue ($4,299,100).
Strengths
The following positive indicators were identified for Thomas Edison And Henry Ford Winter Estates Inc:
- Consistent reporting of 0% officer compensation across all filings, indicating high efficiency in executive pay.
- Stable revenue generation consistently in the multi-million dollar range.
- Healthy asset base ($6,022,417 in 202309) providing financial stability.
- Low liabilities relative to assets, indicating strong financial solvency.
Frequently Asked Questions about Thomas Edison And Henry Ford Winter Estates Inc
Is Thomas Edison And Henry Ford Winter Estates Inc a legitimate charity?
Thomas Edison And Henry Ford Winter Estates Inc (EIN: 200243438) is a registered tax-exempt nonprofit based in Florida. Our AI analysis gives it a Mission Score of 85/100. It has 13 years of IRS 990 filings on record. Total revenue: $5.5M. 1 red flag identified. 4 strengths noted. Financial health grade: B.
How does Thomas Edison And Henry Ford Winter Estates Inc spend its money?
Thomas Edison And Henry Ford Winter Estates Inc directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Thomas Edison And Henry Ford Winter Estates Inc tax-deductible?
Thomas Edison And Henry Ford Winter Estates Inc is registered as a tax-exempt nonprofit (EIN: 200243438). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Thomas Edison And Henry Ford Winter Estates Inc's spending goes to programs?
Thomas Edison And Henry Ford Winter Estates Inc directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Thomas Edison And Henry Ford Winter Estates Inc compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Thomas Edison And Henry Ford Winter Estates Inc is above average for NTEE category A80 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Thomas Edison And Henry Ford Winter Estates Inc located?
Thomas Edison And Henry Ford Winter Estates Inc is headquartered in Fort Myers, Florida and files with the IRS under EIN 200243438. It is classified under NTEE code A80.
How many years of IRS 990 filings does Thomas Edison And Henry Ford Winter Estates Inc have?
Thomas Edison And Henry Ford Winter Estates Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $5.5M in total revenue.
Is Thomas Edison And Henry Ford Winter Estates Inc a good charity?
Based on the available data, the organization appears to be a good charity. It consistently reports 0% officer compensation, indicating efficient use of funds at the executive level. While there are periods of operating deficits, the overall financial health with assets exceeding liabilities suggests stability. The NTEE code A80 (Museums, Historical Societies) aligns with its name, suggesting a clear program focus.
How has the organization's financial health changed over the last few years?
The organization's financial health has been relatively stable, with revenues fluctuating between $4.3 million and $6.3 million. While the 202309 period showed an operating deficit of $565,662 (Expenses $4,864,762 vs. Revenue $4,299,100), the prior year (202209) had a significant surplus of $1,283,638 (Revenue $6,284,450 vs. Expenses $5,000,812). Assets have generally increased over the decade, reaching $6,022,417 in 202309, indicating long-term stability despite annual fluctuations.
What is the trend in the organization's assets and liabilities?
Assets have shown a general upward trend over the past decade, from $4,304,121 in 201409 to $6,022,417 in 202309, with a peak of $6,582,079 in 202209. Liabilities have remained relatively low compared to assets, fluctuating between $272,033 and $1,143,097, indicating a healthy balance sheet with strong equity.
Filing History
IRS 990 filing history for Thomas Edison And Henry Ford Winter Estates Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Thomas Edison And Henry Ford Winter Estates Inc's revenue has grown by 7.1%, moving from $4.0M to $4.3M. Total assets increased by 74.9% over the same period, from $3.4M to $6.0M. Total functional expenses rose by 24.6%, from $3.9M to $4.9M. In its most recent filing year (2023), Thomas Edison And Henry Ford Winter Estates Inc reported a deficit of $566K, with expenses exceeding revenue. The organization holds $600K in liabilities against $6.0M in assets (debt-to-asset ratio: 10.0%), resulting in net assets of $5.4M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $4.3M | $4.9M | $6.0M | $600K | — | — |
| 2022 | $6.3M | $5.0M | $6.6M | $594K | — | View 990 |
| 2021 | $5.6M | $4.5M | $5.3M | $557K | — | View 990 |
| 2020 | $4.3M | $5.1M | $4.8M | $1.1M | — | View 990 |
| 2019 | $6.0M | $5.5M | $5.2M | $780K | — | View 990 |
| 2018 | $5.4M | $5.9M | $4.7M | $669K | — | View 990 |
| 2017 | $5.9M | $5.8M | $5.5M | $1.0M | — | View 990 |
| 2016 | $5.2M | $5.2M | $5.0M | $647K | — | View 990 |
| 2015 | $5.4M | $5.0M | $4.6M | $272K | — | View 990 |
| 2014 | $5.0M | $4.7M | $4.3M | $343K | — | View 990 |
| 2013 | $4.7M | $4.6M | $3.9M | $263K | — | View 990 |
| 2012 | $5.0M | $4.3M | $3.8M | $242K | — | View 990 |
| 2011 | $4.0M | $3.9M | $3.4M | $636K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $4.3M, expenses of $4.9M, and assets of $6.0M (revenue -31.6% year-over-year).
- 2022: Revenue of $6.3M, expenses of $5.0M, and assets of $6.6M (revenue +13.1% year-over-year).
- 2021: Revenue of $5.6M, expenses of $4.5M, and assets of $5.3M (revenue +28.2% year-over-year).
- 2020: Revenue of $4.3M, expenses of $5.1M, and assets of $4.8M (revenue -27.3% year-over-year).
- 2019: Revenue of $6.0M, expenses of $5.5M, and assets of $5.2M (revenue +11.3% year-over-year).
- 2018: Revenue of $5.4M, expenses of $5.9M, and assets of $4.7M (revenue -8.7% year-over-year).
- 2017: Revenue of $5.9M, expenses of $5.8M, and assets of $5.5M (revenue +12.1% year-over-year).
- 2016: Revenue of $5.2M, expenses of $5.2M, and assets of $5.0M (revenue -2.2% year-over-year).
- 2015: Revenue of $5.4M, expenses of $5.0M, and assets of $4.6M (revenue +7.5% year-over-year).
- 2014: Revenue of $5.0M, expenses of $4.7M, and assets of $4.3M (revenue +5.6% year-over-year).
- 2013: Revenue of $4.7M, expenses of $4.6M, and assets of $3.9M (revenue -6.0% year-over-year).
- 2012: Revenue of $5.0M, expenses of $4.3M, and assets of $3.8M (revenue +24.9% year-over-year).
- 2011: Revenue of $4.0M, expenses of $3.9M, and assets of $3.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Thomas Edison And Henry Ford Winter Estates Inc:
Data Sources and Methodology
This transparency report for Thomas Edison And Henry Ford Winter Estates Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.