HENRY FORD ESTATE (EIN 274877171) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

DEVON O'REILLY

Phone

3136683200

Tax Period

2024-01-01 to 2024-12-31

HENRY FORD ESTATE, founded in 2010, is a community nonprofit in the Arts, Culture & Humanities sector that reported $7.3M in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $4.0M, a strong 55% operating margin.

Mission

OUR MISSION IS TO ILLUMINATE THE LIVES AND LEGACY OF CLARA AND HENRY FORD FOR OUR VISITORS THROUGH THE PRESERVATION AND REIMAGINATION OF THEIR BELOVED ESTATE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,863,997

Program Service Revenue $0

Investment Income $513,888

Other Revenue $-47,573

TOTAL REVENUE $7,330,312

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,683,226

Fundraising Expenses $316,946

Program Expenses $2,462,150

Other Expenses $1,598,275

TOTAL EXPENSES $3,281,501

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,330,312	$9,019,065	-0.2%
Expenses	$3,281,501	$3,011,137	+0.1%
Net Income	$4,048,811	$6,007,928	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

155

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$169,087

Total Directors

$169,087

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDSEL B FORD II	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DONNA M INCH	SECRETARY	1.00	Officer Director	$0	$0	$0
MARK PETROFF	TREASURER	1.00	Officer Director	$0	$0	$0
LYNN F ALANDT	TRUSTEE	1.00	Director	$0	$0	$0
JAMES DOBLESKE	TRUSTEE	1.00	Director	$0	$0	$0
ELENA A FORD	TRUSTEE	1.00	Director	$0	$0	$0
CYNTHIA N FORD	TRUSTEE	1.00	Director	$0	$0	$0
EVAN LYALL	TRUSTEE	1.00	Director	$0	$0	$0
BRENT OTT	TRUSTEE	1.00	Director	$0	$0	$0
MARK DOUGLAS	TRUSTEE	1.00	Director	$0	$0	$0
DIANA ABOUALI	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT BURY	PRESIDENT & CEO	25.00	Officer Director	$159,516	$9,571	$169,087

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$7,330,312	$3,281,501	$44,771,120	$4,048,811
2023	$9,019,065	$3,011,137	$40,336,791	$6,007,928
2022	$3,671,470	$2,358,451	$31,577,309	$1,313,019
2021	$1,444,612	$2,171,322	$32,609,542	$-726,710
2020	$967,119	$1,714,259	$32,282,338	$-747,140
2019	$1,754,169	$1,704,205	$32,022,088	$49,964
2018	$2,641,155	$1,483,142	$31,901,679	$1,158,013

HENRY FORD ESTATE