Civic Intelligence

Thomas B Fordham Foundation

EIN 31-6032844 • 501(c)3 • Burke, VA

View Organization Page

Profile

The thomas b. Fordham foundation supports the thomas b. Fordham institute, the nations leader in advancing educational excellence, by providing 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

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.34x

Higher debt load relative to revenue than 51% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

64th percentile

10%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2024

Revenue Growth

52nd percentile

8.2%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$82,318,168

Up $6,428,657 (+8.5%) from 2023

Liabilities

Up

$994,421

Up $173,069 (+21%) from 2023

Net Assets

Up

$81,323,747

Up $6,255,588 (+8.3%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin64th percentile

Revenue

Up

$2,904,104

Up $439,058 (+18%) from 2023

Expenses

Down

$2,606,540

Down $27,648 (-1.0%) from 2023

Net Income

Up

$297,564

Up $466,706 (+276%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$100M$50M$0Assets 2019: $58,559,254Liabilities 2019: $5,963,619Net Assets 2019: $52,595,6352019Assets 2020: $69,510,863Liabilities 2020: $6,259,340Net Assets 2020: $63,251,5232020Assets 2021: $79,254,597Liabilities 2021: $5,328,623Net Assets 2021: $73,925,9742021Assets 2022: $68,013,361Liabilities 2022: $330,526Net Assets 2022: $67,682,8352022Assets 2023: $75,889,511Liabilities 2023: $821,352Net Assets 2023: $75,068,1592023Assets 2024: $82,318,168Liabilities 2024: $994,421Net Assets 2024: $81,323,7472024

Highlighted filing

2024

Assets$82,318,168
Liabilities$994,421
Net Assets$81,323,747
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2019: $1,398,390Expenses 2019: $2,337,819Net Income 2019: -$939,4292019Revenue 2020: $1,715,313Expenses 2020: $2,527,016Net Income 2020: -$811,7032020Revenue 2021: $2,582,974Expenses 2021: $2,656,001Net Income 2021: -$73,0272021Revenue 2022: $2,482,473Expenses 2022: $3,225,258Net Income 2022: -$742,7852022Revenue 2023: $2,465,046Expenses 2023: $2,634,188Net Income 2023: -$169,1422023Revenue 2024: $2,904,104Expenses 2024: $2,606,540Net Income 2024: $297,5642024

Highlighted filing

2024

Revenue$2,904,104
Expenses$2,606,540
Net Income$297,564
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$82,318,168
Liabilities
$994,421
Net assets
$81,323,747
Revenue
$2,904,104
Expenses
$2,606,540
Net income
$297,564
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.3$0.99$81.3$2.90$2.61$0.30
2023Detailed filing. Detailed filing data is available for this year.$75.9$0.82$75.1$2.47$2.63$0.17
2022Detailed filing. Detailed filing data is available for this year.$68.0$0.33$67.7$2.48$3.23$0.74
2021Detailed filing. Detailed filing data is available for this year.$79.3$5.33$73.9$2.58$2.66$0.07
2020Detailed filing. Detailed filing data is available for this year.$69.5$6.26$63.3$1.72$2.53$0.81
2019Detailed filing. Detailed filing data is available for this year.$58.6$5.96$52.6$1.40$2.34$0.94
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
$2,904,104
Mission and Program Overview

Mission

The thomas b. Fordham foundation supports the thomas b. Fordham institute, the nation's leader in advancing educational excellence, by providing 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$38,134,068$47,448,564▲ $9,314,496
Investments Other Securities$36,134,875$33,935,068▼ $2,199,807
Cash and Non-Interest-Bearing Accounts$354,843$163,586▼ $191,257
Accounts Receivable$136,466$114,735▼ $21,731
Land, Buildings, and Equipment, Net$45,480$46,075▲ $595
Prepaid Expenses and Deferred Charges$2,665$2,665→ $0
Total Assets$75,889,511$82,318,168▲ $6,428,657
Other Assets Total$1,081,114$607,475▼ $473,639
Liabilities
Other Liabilities$550,272$710,144▲ $159,872
Accounts Payable and Accrued Expenses$271,080$284,277▲ $13,197
Total Liabilities$821,352$994,421▲ $173,069
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$75,068,159$81,323,747▲ $6,255,588
Total Net Assets Fund Balance$75,068,159$81,323,747▲ $6,255,588
Total Liabilities and Net Assets / Fund Balance$75,889,511$82,318,168▲ $6,428,657

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$46,075$66,334$112,409
Other Securities$1,662,987--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael J PetrilliPresident And TrusteePT$356,960$107,561$464,521
Amber M NorthernSenior VP For Research-$268,785$77,914$346,699
Chad L AldisVP For Ohio Policy And Advocacy-$245,946$70,806$316,752
Chester E Finn JrPresident Emeritus And Trustee-$235,708$31,442$267,150
Gary E LaBelleVP For Finance And OperationsPT$191,634$63,953$255,587
Kathryn I MullenVP For Sponsorship And DaytonFT$177,679$56,679$234,358
Victoria McdougaldChief Of StaffPT$118,906$47,639$166,545
Adam B TynerNational Research Director-$120,171$41,041$161,212
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
Rod PaigeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,182,508
Investment Income
$1,577,304
Other Revenue
$144,292
Change in Net Assets
$297,564
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,568,539
Other Expenses$872,893
Grants and Similar Amounts Paid$165,108
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$551,553$458,910-$1,010,463
Fees for Service Investment Mgmnt Fees-$422,703-$422,703
Current Officers, Directors, Trustees, and Key Employees$150,024$106,874-$256,898
Grants to Domestic Orgs$165,108--$165,108
Other Employee Benefits$60,454$48,753-$109,207
Pension Plan Contributions$57,825$46,632-$104,457
Payroll Taxes$48,445$39,069-$87,514
Occupancy$26,638$21,088-$47,726
Fees for Services Accounting-$45,274-$45,274
Office Expenses$40,569$1,681-$42,250
Information Technology$36,138$2,508-$38,646
Fees for Services Legal$8,216$23,579-$31,795
Travel$27,590$63-$27,653
Insurance$20,924$1,826-$22,750
Depreciation Depletion$12,259$9,632-$21,891
Conferences and Meetings$21,108--$21,108
Fees for Services Other$15,150$3,710-$18,860
Other Expenses$3,512$62-$3,574
Advertising$509$9-$518
Total Functional Expenses$1,371,936$1,234,604$0$2,606,540
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dayton Leadership AcademiesDayton, OH501(c)(3)Support summer programming or tutoring; support teacher professional development for Responsive Classroom training and to fund extra-curricular activities.$40,000
Dayton Foundation Friends of DECA FundDayton, OH501(c)(3)Support library and classroom library resources across the DECA organization's schools; build in-house expertise in the science of reading by funding teacher development at Mt. St. Joseph University, and to provide funding for DECA's extracurricular activities$38,000
ReGeneration Schools OhioCincinnati, OH501(c)(3)TBF Sponsorship Surplus at FY end.$16,000
United Preparatory AcademyColumbus, OH501(c)(3)TBF Sponsorship Surplus at FY end.$14,000
IDEA Greater CincinnatiCincinnati, OH501(c)(3)Support Surplus at FY end.$13,000
KIPP ColumbusColumbus, OH501(c)(3)TBF Sponsorship Surplus at FY end.$13,000
We Care ArtsKettering, OH501(c)(3)General support$10,000
Institute for Excellence in EducationMount Pleasant, MI501(c)(3)Support Board Training.$5,358

International Summary

Offices
0
Employees
0
Spending
$9,179,259

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$5,923,380
Europe (Including Iceland & Greenland)Investments-00$3,255,879
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
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Institute$502,500
Lease liability - operating leases$207,644
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's bylaws were 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 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 Foundation board. The VP of Finance and Operations reviews each line of the form 990 before its filing. The Fordham Foundation Secretary, Trustee Thomas Holton, a retired attorney reviews the Form 990. Fordham Foundation 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 19

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

Form 990, Part VI, Line 18

“The organization does not have a Form 1023, as the organization was established prior to this form being required.”

Filing and Contact Details

Filer

Filer Name
Thomas B Fordham Foundation
EIN
31-6032844
Phone
2022235452
Address
PO Box 110, Burke, VA 22009

Signing Officer

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

Organization Details

Principal Officer
Michael Petrilli
Formed
1959
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
7
Employees
30
Volunteers
7

Preparer

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

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 893 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.

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IRS990/Desc0Charter school authorizing: the Thomas B. Fordham Foundation serves as the authorizer for thirteen Ohio-based charter schools serving more than 6,400 students. Our nationally recognized charter-authorization staff evaluates proposals for new charter schools, monitors the compliance and performance of our portfolio of schools, and lends them fiscal and technical assistance.
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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
IRS990/Form990PartVIISectionAGrp/TitleTxt13Chief Of Staff
IRS990/Form990PartVIISectionAGrp/TitleTxt14National Research Director
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IRS990/MissionDesc0The Thomas B. Fordham Foundation supports the Thomas B. Fordham Institute, the nation's leader in advancing educational excellence, by providing quality research, analysis and commentary, as well as on-the-ground action and advocacy in Ohio.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Supporting national education policy reform: supports the Thomas B. Fordham institutes efforts to produce research studies and commentary on national education policy issues. Our national policy work in 2024 focused on promoting evidence-based practices in the wake of the covid pandemic; promoting high quality career and technical education; and expanding high quality charter schools and other schools of choice.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The organization also provides grants to other tax-exempt organizations with similar missions to the controlling supported organization.
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