Civic Intelligence

Thomas B Fordham Institute

990 • Fiscal year 2019 • EIN 31-1816446

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization ProfileWWW.EDEXCELLENCE.NET
1016 16th Street NWWashington, DC 20036

(202) 223-5452

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

43rd percentile

0.10x

Higher debt load relative to assets than 43% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

68th percentile

0.39x

Higher debt load relative to revenue than 68% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

4th percentile

-72%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

90th percentile

$342,780

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets43rd percentile

Assets

$8,441,148

No earlier filing loaded for comparison.

Net Assets

$7,587,615

No earlier filing loaded for comparison.

Liabilities

$853,533

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin4th percentile

Revenue

$2,169,138

No earlier filing loaded for comparison.

Expenses

$3,739,542

No earlier filing loaded for comparison.

Net Income

-$1,570,404

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2019

Assets$8,441,148
Liabilities$853,533
Net Assets$7,587,615
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$2,169,138
Expenses$3,739,542
Net Income-$1,570,404
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$2,169,138
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$5,579,518$6,336,753▲ $757,235
Investments Other Securities$1,175,941$1,293,509▲ $117,568
Pledges and Grants Receivable$500,000$448,431▼ $51,569
Savings and Temporary Cash Investments$1,110,203$359,801▼ $750,402
Land, Buildings, and Equipment, Net-$0-
Total Assets$8,368,316$8,441,148▲ $72,832
Other Assets Total$2,654$2,654→ $0
Liabilities
Other Liabilities$224,723$840,947▲ $616,224
Accounts Payable and Accrued Expenses$13,810$12,586▼ $1,224
Total Liabilities$238,533$853,533▲ $615,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,480,939$6,630,644▲ $149,705
Net Assets With Donor Restrictions$1,648,844$956,971▼ $691,873
Total Net Assets Fund Balance$8,129,783$7,587,615▼ $542,168
Total Liabilities and Net Assets / Fund Balance$8,368,316$8,441,148▲ $72,832

Asset Categories

AssetBook ValueDepreciationBasis
Land$0--
Other Securities$0--
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael PetrilliPresident and TrusteeFT$235,235$107,545$342,780
Michael Petrilli--$228,360$45,864$274,224
Amber NorthernSenior VP for ResearchFT$209,760$48,911$258,671
Amber Northern--$201,600$46,724$248,324
Chad AldisVP for Ohio Policy and AdvocacyFT$202,703$43,436$246,139
Chad Aldis--$180,428$63,249$243,677
Chester E Finn JrPresident Emeritus and TrusteeFT$195,300$40,266$235,566
Chester E Finn Jr--$195,300$23,777$219,077
Gary LabelleVP for Finance and OperationsPT$85,000$116,616$201,616
Robert PondiscioSenior Fellow and VP for External AffairsFT$157,500$33,245$190,745
Robert Pondiscio--$150,000$40,745$190,745
Kathryn Mullen-uptonVP for Sponsorshp and Dayton--$182,859$182,859
Adam TynerAssociate Director of ResearchFT$98,750$18,362$117,112
Gary Labelle--$80,000$20,808$100,808
Caprice YoungTrustee-$3,000$3,000$6,000
David DriscollChairman/trustee-$3,000$3,000$6,000
Michael W KellyTreasurer and Trustee-$3,000$3,000$6,000
Thomas a HoltonSecretary and Trustee-$3,000$3,000$6,000
Rod PaigeTrustee-$2,500$2,500$5,000
Stefanie SanfordTrustee-$2,500$2,500$5,000
Stephen DackinTrustee (end June 2019)-$1,000$1,000$2,000

Board Members and Trustees

NameTitle
Kathryn Mullen-upton-
Revenue and Support

Revenue Composition

Contributions and Grants
$2,006,128
Program Service Revenue
$0
Investment Income
$157,194
Other Revenue
$5,816
All Other Contributions
$2,006,128
Change in Net Assets
$-1,570,404
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,305,795
Other Expenses$1,331,747
Total Fundraising Expense$238,210
Grants and Similar Amounts Paid$102,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,161,936$30,129$104,246$1,296,311
Current Officers, Directors, Trustees, and Key Employees$548,658$14,226$49,224$612,108
Fees for Services Other$469,965$8,355$210$478,530
Occupancy$378,236$4,156$33,252$415,644
Pension Plan Contributions$133,636$3,465$11,989$149,090
Payroll Taxes$111,542$2,892$10,007$124,441
Other Employee Benefits$111,008$2,878$9,959$123,845
Travel$92,123$16,573$3,202$111,898
Grants to Domestic Orgs$102,000--$102,000
Office Expenses$66,648$22,133$5,951$94,732
Information Technology$68,384$3,014$0$71,398
Insurance$48,020$528$4,222$52,770
Fees for Services Legal$33,039$3,871$0$36,910
Other Expenses$14,045$14,844$2,089$30,978
Conferences and Meetings$19,680$0$3,859$23,539
Fees for Service Investment Mgmnt Fees$0$13,348$0$13,348
Total Functional Expenses$3,360,920$140,412$238,210$3,739,542
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Center for American ProgressWashington, DC501c3Moonshot for Kids Initiative$100,000
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 Related Party$840,947
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
No
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
Filing and Contact Details

Filer

Filer Name
Thomas B Fordham Institute
EIN
31-1816446
Phone
2022235452
Address
1016 16TH STREET NW, WASHINGTON, DC 20036

Signing Officer

Name
Michael Petrilli
Title
President & Trustee
Phone
2022235452
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Petrilli
Formed
2001
Legal Domicile
Dc
Voting Board Members
8
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Lane & Company CPAs
Address
1717 Pennsylvania Avenue NW Suite 4, Washington, DC 20006
Preparer
Robert E Lane
Phone
2024636500
Supplemental Narrative

Additional Explanations

Pt VI, 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 counsel to the firm porter, wright, morris & arthur, reviews the form 990 with his colleague, tax attorney edward segelken. 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.”

Pt VI, 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.”

Pt VI, Line 15A

“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 december 2017.”

Pt VI, Line 15B

“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.”

Pt VI, Line 18

“The form 1023 is available upon request.”

Pt VI, Line 19

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

Form 990, Part III, Line 4D

“Researching and evaluating issues of school 249342. 0. 0.”

Form 990, Part III, Line 4D

“Upward mobility: produced and disseminated 499503. 100000. 0.”

Financial Statement Notes

Pt 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.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE (END JUNE 2019)
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03014
IRS990/InformationTechnologyGrp/ProgramServicesAmt068384
IRS990/InformationTechnologyGrp/TotalAmt071398
IRS990/InsuranceGrp/FundraisingAmt04222
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IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
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IRS990/OccupancyGrp/ManagementAndGeneralAmt04156
IRS990/OccupancyGrp/ProgramServicesAmt0378236
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IRS990/OfficeExpensesGrp/FundraisingAmt05951
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt022133
IRS990/OfficeExpensesGrp/ProgramServicesAmt066648
IRS990/OfficeExpensesGrp/TotalAmt094732
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02654
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09959
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02878
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0111008
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0123845
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IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt12089
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt114844
IRS990/OtherExpensesGrp/ProgramServicesAmt02000
IRS990/OtherExpensesGrp/ProgramServicesAmt114045
IRS990/OtherExpensesGrp/TotalAmt02000
IRS990/OtherExpensesGrp/TotalAmt130978
IRS990/OtherLiabilitiesGrp/BOYAmt0224723
IRS990/OtherLiabilitiesGrp/EOYAmt0840947
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05816
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IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt05816
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0104246
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt030129
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01161936
IRS990/OtherSalariesAndWagesGrp/TotalAmt01296311
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt010007
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02892
IRS990/PayrollTaxesGrp/ProgramServicesAmt0111542
IRS990/PayrollTaxesGrp/TotalAmt0124441
IRS990/PensionPlanContributionsGrp/FundraisingAmt011989
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03465
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0133636
IRS990/PensionPlanContributionsGrp/TotalAmt0149090
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0500000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0448431
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MICHAEL PETRILLI
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMENTARY: FRAMED THE DEBATE FOR OTHER ED REFORMERS; WEIGHED IN ON URGENT TOPICS OF THE DAY; PROMOTED POLICIES THAT INCREASE ACCESS TO CHOICES, ESPECIALLY THROUGH OUR BLOGS AND THE EDUCATION GADFLY (AND OHIO GADFLY); AND HELPED ENSURE GOOD IDEAS WITH SMALL AUDIENCES AREN'T OVERLOOKED IN THE ED-REFORM DISCUSSION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0794571
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0RESEARCHING AND EVALUATING ISSUES OF SCHOOL CHOICE AND INSTRUCTION: PRODUCED AND DISSEMINATED REPORTS ON THE DATA AND INFORMATION AVAILABLE ABOUT ACCOUNTABILITY IN VOUCHER PROGRAMS AND OTHER SCHOOL CHOICE ISSUES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01079318
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0RESEARCHING AND EVALUATING ISSUES OF SCHOOL ACCOUNTABILITY, AND STANDARDS: PRODUCED AND DISSEMINATED REPORTS ON STATE STANDARDS, THE COMMON CORE, AND THE USE OF DATA IN SCHOOLS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1UPWARD MOBILITY: PRODUCED AND DISSEMINATED REPORTS 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.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0249342
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1499503
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt1100000
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02467100
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt092780
IRS990/PYInvestmentIncomeAmt0266806
IRS990/PYOtherExpensesAmt01411140
IRS990/PYOtherRevenueAmt02259
IRS990/PYRevenuesLessExpensesAmt0-905626
IRS990/PYSalariesCompEmpBnftPaidAmt02137871
IRS990/PYTotalExpensesAmt03641791
IRS990/PYTotalRevenueAmt02736165
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-1570404
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01110203
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0359801
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: PUBLICATIONS 2015: 410. 2016: 166. 2017: 2. 2018: 0. 2019: 0. Description: OTHER INCOME 2015: 110. 2016: 294. 2017: 302. 2018: 2259. 2019: 5816.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04567320
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0266806
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0322857
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0206501
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0312311
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0460
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0520
IRS990ScheduleA/OtherIncome170Grp/TotalAmt09359
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.49920
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IRS990ScheduleA/PublicSupportTotal509Amt00
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015824791
IRS990ScheduleA/TotalSupportAmt017099819
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,441,148
Liabilities
$853,533
Net assets
$7,587,615
Revenue
$2,169,138
Expenses
$3,739,542
Net income
-$1,570,404
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
2019Detailed filing. Detailed filing data is available for this year.$8.44$0.85$7.59$2.17$3.74$1.57