Civic Intelligence

Thomas B Fordham Institute

EIN 31-1816446 • 501(c)3 • Burke, VA

Profile

The Thomas B. Fordham Institute is the nation's leader in advancing educational excellence through quality research, analysis, and commentary, as well as on-the-ground action and advocacy in Ohio.

PO Box 110Burke, VA 22009

www.fordhaminstitute.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.13x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.23x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

8th percentile

-42%

Higher net margin than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$464,521

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

9th percentile

-19%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

88th percentile

63%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$4,797,340

Down $2,517,611 (-34%) from 2022

Liabilities

Down

$643,244

Down $538,084 (-46%) from 2022

Net Assets

Down

$4,154,096

Down $1,979,527 (-32%) from 2022

Operations
Liabilities / Revenue69th percentileNet Margin8th percentile

Revenue

Up

$2,780,476

Up $1,730,121 (+165%) from 2022

Expenses

Up

$3,935,524

Up $795,695 (+25%) from 2022

Net Income

Up

-$1,155,048

Up $934,426 (+45%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2019: $8,441,148Liabilities 2019: $853,533Net Assets 2019: $7,587,6152019Assets 2020: $6,996,430Liabilities 2020: $481,570Net Assets 2020: $6,514,8602020Assets 2021: $10,011,588Liabilities 2021: $1,014,447Net Assets 2021: $8,997,1412021Assets 2022: $7,314,951Liabilities 2022: $1,181,328Net Assets 2022: $6,133,6232022Assets 2024: $4,797,340Liabilities 2024: $643,244Net Assets 2024: $4,154,0962024

Highlighted filing

2024

Assets$4,797,340
Liabilities$643,244
Net Assets$4,154,096
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2019: $2,169,138Expenses 2019: $3,739,542Net Income 2019: -$1,570,4042019Revenue 2020: $2,266,040Expenses 2020: $3,620,616Net Income 2020: -$1,354,5762020Revenue 2021: $4,932,903Expenses 2021: $3,434,518Net Income 2021: $1,498,3852021Revenue 2022: $1,050,355Expenses 2022: $3,139,829Net Income 2022: -$2,089,4742022Revenue 2024: $2,780,476Expenses 2024: $3,935,524Net Income 2024: -$1,155,0482024

Highlighted filing

2024

Revenue$2,780,476
Expenses$3,935,524
Net Income-$1,155,048
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,797,340
Liabilities
$643,244
Net assets
$4,154,096
Revenue
$2,780,476
Expenses
$3,935,524
Net income
-$1,155,048
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.80$0.64$4.15$2.78$3.94$1.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.31$1.18$6.13$1.05$3.14$2.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.0$1.01$9.00$4.93$3.43$1.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.00$0.48$6.51$2.27$3.62$1.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.44$0.85$7.59$2.17$3.74$1.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 13, 2025
Return Version
2024v5.2
Gross Receipts
$2,780,476
Mission and Program Overview

Mission

The thomas b. Fordham institute is the nation's leader in advancing educational excellence for every child through quality research, analysis, and commentary, as well as on-the-ground action and advocacy in ohio.

The Thomas B. Fordham Institute is the nation's leader in advancing educational excellence through quality research, analysis, and commentary, as well as on-the-ground action and advocacy in Ohio.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,166,992$2,147,584▼ $1,019,408
Pledges and Grants Receivable$885,611$1,290,211▲ $404,600
Cash and Non-Interest-Bearing Accounts$507,807$632,961▲ $125,154
Investments Other Securities$1,194,901$33,873▼ $1,161,028
Prepaid Expenses and Deferred Charges$0$29,180▲ $29,180
Total Assets$6,448,968$4,797,340▼ $1,651,628
Other Assets Total$693,657$663,531▼ $30,126
Liabilities
Other Liabilities$1,372,064$641,108▼ $730,956
Accounts Payable and Accrued Expenses$0$2,136▲ $2,136
Total Liabilities$1,372,064$643,244▼ $728,820
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,753,702$3,589,716▼ $1,163,986
Net Assets With Donor Restrictions$323,202$564,380▲ $241,178
Total Net Assets Fund Balance$5,076,904$4,154,096▼ $922,808
Total Liabilities and Net Assets / Fund Balance$6,448,968$4,797,340▼ $1,651,628

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$58,694--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleOtherTotal
Kathryn I MullenVP for Sponsorship and Dayton Initiatives$234,358$234,358
Caprice YoungTrustee$6,000$6,000
Ian RoweTrustee$6,000$6,000
Michael W KellyTreasurer and Trustee$6,000$6,000
Stefanie SanfordTrustee$6,000$6,000
Thomas A HoltonSecretary and Trustee$6,000$6,000
Bruno V MannoChairman/Trustee$5,000$5,000

Board Members and Trustees

NameTitle
Michael J PetrilliPresident and Trustee
Chester E Finn JrPresident Emeritus and Trustee
Adam B TynerNational Research Director
Rod PaigeTrustee
Victoria McdougaldChief Of Staff
Amber M NorthernSenior VP for Research
Gary E LaBelleVP for Finance and Operations
Chad L AldisVP for Ohio Policy and Advocacy
Kathryn I MullenVP for Sponsorship and Dayton Initia
Revenue and Support

Revenue Composition

Contributions and Grants
$2,680,156
Program Service Revenue
$0
Investment Income
$94,744
Other Revenue
$5,576
All Other Contributions
$2,680,156
Change in Net Assets
$-1,155,048
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,737,006
Other Expenses$1,192,768
Total Fundraising Expense$299,958
Grants and Similar Amounts Paid$5,750
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,354,056$21,338$148,823$1,524,217
Current Officers, Directors, Trustees, and Key Employees$683,732$9,704$71,924$765,360
Fees for Services Other$720,695$8,121$15,791$744,607
Other Employee Benefits$186,052-$18,584$204,636
Payroll Taxes$126,280$1,965$13,702$141,947
Pension Plan Contributions$89,716$1,395$9,735$100,846
Occupancy$90,405-$9,810$100,215
Office Expenses$73,914$10,798$5,644$90,356
Travel$76,411--$76,411
Conferences and Meetings$50,823--$50,823
Information Technology$45,994$22-$46,016
Insurance$39,164-$4,250$43,414
Fees for Services Legal$9,834--$9,834
Fees for Service Investment Mgmnt Fees-$6,656-$6,656
Grants to Domestic Orgs$5,750--$5,750
Fees for Services Accounting-$2,703-$2,703
Other Expenses$2,500$0$0$2,500
Total Functional Expenses$3,570,594$64,972$299,958$3,935,524
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Foundation$398,885
Lease liability - operating leases$126,423
Advance deposits$115,800
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 4

“The Organization has bylaws revised on 11/7/2024.”

Form 990, Part VI, Section B, line 11B

“The Form 990 is made available electronically to all Trustees prior to the filing deadline. It is also reviewed by each member of the audit and risk committee prior to filing. This committee is comprised of three of the nine members of the Fordham Institute board. The VP of Finance and Operations reviews each line of the form 990 before its filing. The Fordham Institute Secretary, Trustee Thomas Holton, a retired attorney reviews the Form 990. Fordham institute president, Michael Petrilli, receives an overview of the filing from the VP of Finance and Operations and serves as a member of the audit and risk committee.”

Form 990, Part VI, Section B, line 12C

“The Board Secretary, Trustee Thomas Holton, collects a written statement from each board member annually. These statements disclose any actual or potential conflicts of interest and acknowledge that the trustee is familiar with the conflict of interest policy.”

Form 990, Part VI, Section B, line 15

“The compensation of the President is determined by the board, and it has based its determination on an analysis of comparable positions at similar organizations. This process was last undertaken in March 2024. Compensation for the Vice Presidents is determined by the President based on a thorough annual review process conducted in November and December of each year.”

Form 990, Part VI, Section C, line 18

“The Form 1023 is available upon request.”

Form 990, Part VI, Section C, line 19

“These documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Thomas B Fordham Institute
EIN
31-1816446
Phone
2022235452
Address
PO Box 110, Burke, VA 22009

Signing Officer

Name
Michael Petrilli
Title
President & Trustee
Phone
2022235452
Signed
2025-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Petrilli
Formed
2001
Legal Domicile
Dc
Voting Board Members
9
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Rogers & Company PLLC
Address
8300 Boone Boulevard Suite 600, Vienna, VA 22182
Preparer
Yong Zhang CPA
Phone
7038930300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Contracts: Program service expenses 720,695. Management and general expenses 0. Fundraising expenses 15,791. Total expenses 736,486. Other professional fees: Program service expenses 0. Management and general expenses 8,121. Fundraising expenses 0. Total expenses 8,121.”

Financial Statement Notes

Part X, Line 2:

“Management annually reviews its tax positions and has determined that there are no material uncertain tax positions that require recognition in the financial statements.”

Raw XML AppendixShowing 400 of 720 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02136
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0The Thomas B. Fordham Institute is the nation's leader in advancing educational excellence through quality research, analysis, and commentary, as well as on-the-ground action and advocacy in Ohio.
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt02680156
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Gary Labelle
IRS990/BooksInCareOfDetail/PhoneNum02022235452
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 110
IRS990/BooksInCareOfDetail/USAddress/CityNm0Burke
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022009
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0507807
IRS990/CashNonInterestBearingGrp/EOYAmt0632961
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt071924
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt09704
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0683732
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0765360
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt050823
IRS990/ConferencesMeetingsGrp/TotalAmt050823
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02680156
IRS990/CYGrantsAndSimilarPaidAmt05750
IRS990/CYInvestmentIncomeAmt094744
IRS990/CYOtherExpensesAmt01192768
IRS990/CYOtherRevenueAmt05576
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-1155048
IRS990/CYSalariesCompEmpBnftPaidAmt02737006
IRS990/CYTotalExpensesAmt03935524
IRS990/CYTotalFundraisingExpenseAmt0299958
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02780476
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Commentary: framed the debate for other ed reformers; weighed in on urgent topics of the day; and promoted policies that increase access to high quality choices and that maintain rigorous standards, especially through our blogs and the education gadfly.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0323202
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0564380
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01134406
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02703
IRS990/FeesForServicesAccountingGrp/TotalAmt02703
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt09834
IRS990/FeesForServicesLegalGrp/TotalAmt09834
IRS990/FeesForServicesOtherGrp/FundraisingAmt015791
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt08121
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0720695
IRS990/FeesForServicesOtherGrp/TotalAmt0744607
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt06656
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06656
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt710.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt83.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt925.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1250.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1410.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt846.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt925.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1048.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1149.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1350.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt783814
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt831442
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt951453
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1062914
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1158806
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1246679
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1334541
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1439639
IRS990/Form990PartVIISectionAGrp/PersonNm0Bruno V Manno
IRS990/Form990PartVIISectionAGrp/PersonNm1Thomas A Holton
IRS990/Form990PartVIISectionAGrp/PersonNm2Michael W Kelly
IRS990/Form990PartVIISectionAGrp/PersonNm3Ian Rowe
IRS990/Form990PartVIISectionAGrp/PersonNm4Stefanie Sanford
IRS990/Form990PartVIISectionAGrp/PersonNm5Caprice Young
IRS990/Form990PartVIISectionAGrp/PersonNm6Rod Paige
IRS990/Form990PartVIISectionAGrp/PersonNm7Michael J Petrilli
IRS990/Form990PartVIISectionAGrp/PersonNm8Chester E Finn Jr
IRS990/Form990PartVIISectionAGrp/PersonNm9Gary E LaBelle
IRS990/Form990PartVIISectionAGrp/PersonNm10Amber M Northern
IRS990/Form990PartVIISectionAGrp/PersonNm11Chad L Aldis
IRS990/Form990PartVIISectionAGrp/PersonNm12Kathryn I Mullen
IRS990/Form990PartVIISectionAGrp/PersonNm13Adam B Tyner
IRS990/Form990PartVIISectionAGrp/PersonNm14Victoria Mcdougald
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt05000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt26000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt36000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt46000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt56000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7380707
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8235708
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9204134
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10283785
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11257946
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12187679
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13126671
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14126906
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman/Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary and Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer and Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7President and Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8President Emeritus and Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP for Finance and Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt10Senior VP for Research
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP for Ohio Policy and Advocacy
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP for Sponsorship and Dayton Initiatives
IRS990/Form990PartVIISectionAGrp/TitleTxt13National Research Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Chief Of Staff
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05750
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05750
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02780476
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt022
IRS990/InformationTechnologyGrp/ProgramServicesAmt045994
IRS990/InformationTechnologyGrp/TotalAmt046016
IRS990/InsuranceGrp/FundraisingAmt04250
IRS990/InsuranceGrp/ProgramServicesAmt039164
IRS990/InsuranceGrp/TotalAmt043414
IRS990/InvestmentIncomeGrp/ExclusionAmt094744
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt094744
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01194901
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt033873
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03166992
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02147584
IRS990/IRPDocumentCnt034
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The Thomas B. Fordham Institute is the nation's leader in advancing educational excellence through quality research, analysis, and commentary, as well as on-the-ground action and advocacy in Ohio.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05076904
IRS990/NetAssetsOrFundBalancesEOYAmt04154096
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0232240
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04753702
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03589716
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt09810
IRS990/OccupancyGrp/ProgramServicesAmt090405
IRS990/OccupancyGrp/TotalAmt0100215
IRS990/OfficeExpensesGrp/FundraisingAmt05644
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010798
IRS990/OfficeExpensesGrp/ProgramServicesAmt073914
IRS990/OfficeExpensesGrp/TotalAmt090356
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0693657
IRS990/OtherAssetsTotalGrp/EOYAmt0663531
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt018584
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0186052
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0204636
IRS990/OtherExpensesGrp/Desc0Miscellaneous
IRS990/OtherExpensesGrp/Desc1Temps/Interns
IRS990/OtherExpensesGrp/FundraisingAmt01695
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02270
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt015268
IRS990/OtherExpensesGrp/ProgramServicesAmt12500
IRS990/OtherExpensesGrp/TotalAmt019233
IRS990/OtherExpensesGrp/TotalAmt12500
IRS990/OtherLiabilitiesGrp/BOYAmt01372064
IRS990/OtherLiabilitiesGrp/EOYAmt0641108
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05576
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05576
IRS990/OtherRevenueTotalAmt05576
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0148823
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt021338
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01354056
IRS990/OtherSalariesAndWagesGrp/TotalAmt01524217
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt013702
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01965
IRS990/PayrollTaxesGrp/ProgramServicesAmt0126280
IRS990/PayrollTaxesGrp/TotalAmt0141947
IRS990/PensionPlanContributionsGrp/FundraisingAmt09735
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01395
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt089716
IRS990/PensionPlanContributionsGrp/TotalAmt0100846
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0885611
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01290211
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt029180
IRS990/PrincipalOfficerNm0Michael Petrilli
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Researching and Evaluating Ohio Education Policy: produced and disseminated studies, analyses, and other information aimed at strengthening and improving education policy in Ohio, including the publication a of bi-weekly electronic news-brief titled the Ohio education gadfly, and analyzed key education policy issues.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01001187
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05750
IRS990/ProgSrvcAccomActy3Grp/Desc0Researching and Evaluating High Quality School Choice: produced and disseminated studies that examine how the expansion of charter schools is impacting traditional public schools, whether charter teachers exhibit higher expectations for their students than their public school peers, and the impact and spending patterns of so-called "for profit" charter schools, among other topics.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0634488
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Researching and Evaluating Education for Upward Mobility: Producing and disseminating studies and policy briefs identifying evidence-based solutions and best-practice recommendations that help children born into poverty transcend their disadvantages and enter the middle class as adults, including high-quality Career and Technical Education programs. Program expenses include direct and indirect expenditures.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Researching and Evaluating Standards, Assessments, and Accountability: Producing and disseminating studies related to the implementation of standards-based reform, especially with respect to new measures of student absenteeism, evidence-based practices in elementary schools, and the history of the National Assessment of Educational Progress. Program expenses include direct and indirect expenditures.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0502312
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1298201
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01986481
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt023891
IRS990/PYInvestmentIncomeAmt0113083
IRS990/PYOtherExpensesAmt01247844
IRS990/PYOtherRevenueAmt04638
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1758251
IRS990/PYSalariesCompEmpBnftPaidAmt02590718
IRS990/PYTotalExpensesAmt03862453
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02104202
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1155048
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income - 2020 Amount: $ 17,100. 2021 Amount: $ 39,974. 2022 Amount: $ 18,328. 2023 Amount: $ 4,638. 2024 Amount: $ 5,576.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02680156
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01986481
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0849981
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04596000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02147177
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012259795
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt094744
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0113083
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0182046
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0296929
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0101763
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0788565
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt05576
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt04638
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt018328
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt039974
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt017100
IRS990ScheduleA/OtherIncome170Grp/TotalAmt085616
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.37880
IRS990ScheduleA/PublicSupportPY170Pct00.36480
IRS990ScheduleA/PublicSupportTotal170Amt04975595
IRS990ScheduleA/SubstantialContributorsTotAmt07284200
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02680156
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01986481
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0849981
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04596000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02147177
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012259795
IRS990ScheduleA/TotalSupportAmt013133976
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearAmt086694
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus1Amt085781
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus2Amt076748
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt074309

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $1M-$5M nonprofits