Civic Intelligence

The Thomas B Fordham Foundation

990 • Fiscal year 2019 • EIN 31-6032844

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

Organization ProfileWWW.EDEXCELLENCE.NET

View Organization Page

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

30th percentile

0.10x

Higher debt load relative to assets than 30% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

92nd percentile

4.26x

Higher debt load relative to revenue than 92% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

3rd percentile

-67%

Higher net margin than 3% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

48th percentile

$342,780

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 24.5% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M 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 / Assets30th percentile

Assets

$58,559,254

No earlier filing loaded for comparison.

Net Assets

$52,595,635

No earlier filing loaded for comparison.

Liabilities

$5,963,619

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin3rd percentile

Revenue

$1,398,390

No earlier filing loaded for comparison.

Expenses

$2,337,819

No earlier filing loaded for comparison.

Net Income

-$939,429

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.

$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

2019

Assets$58,559,254
Liabilities$5,963,619
Net Assets$52,595,635
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue$1,398,390
Expenses$2,337,819
Net Income-$939,429
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
$1,398,390
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 Other Securities$27,230,951$30,652,561▲ $3,421,610
Investments in Publicly Traded Securities$21,429,910$23,890,853▲ $2,460,943
Land, Buildings, and Equipment, Net$2,409,464$2,371,080▼ $38,384
Accounts Receivable$403,269$924,697▲ $521,428
Savings and Temporary Cash Investments$302,093$450,077▲ $147,984
Prepaid Expenses and Deferred Charges$12,918$12,918→ $0
Total Assets$54,671,450$58,559,254▲ $3,887,804
Other Assets Total$2,882,845$257,068▼ $2,625,777
Liabilities
Tax Exempt Bond Liabilities$6,130,243$3,206,599▼ $2,923,644
Other Liabilities$1,996,296$2,561,843▲ $565,547
Accounts Payable and Accrued Expenses$219,054$195,177▼ $23,877
Total Liabilities$8,345,593$5,963,619▼ $2,381,974
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$46,325,857$52,595,635▲ $6,269,778
Total Net Assets Fund Balance$46,325,857$52,595,635▲ $6,269,778
Total Liabilities and Net Assets / Fund Balance$54,671,450$58,559,254▲ $3,887,804

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,206,195$536,086$1,742,281
Leasehold Improvements$284,516$742,389$1,026,905
Land$843,776-$843,776
Equipment$36,593$224,879$261,472
Other Assets Org$257,068--
Other Securities$118,753--
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael PetrilliPresident and TrusteePT$58,809$283,971$342,780
Amber NorthernSenior VP for Research-$8,740$249,931$258,671
Chad AldisVP for Ohio Policy and Advocacy-$2,048$244,091$246,139
Chester E Finn JrPresident Emeritus and Trustee-$14,700$220,866$235,566
Gary LabelleVP for Finance and OperationsPT$85,000$116,616$201,616
Robert PondiscioSenior Fellow and VP of External Affairs--$190,745$190,745
Kathryn Mullen-uptonVP for Sponsorship and DaytonFT$150,000$32,859$182,859
Kathryn Mullen-upton--$145,000$37,859$182,859
Adam TynerAssociate Director of Research--$117,112$117,112
Gary Labelle--$80,000$20,808$100,808
Michael Petrilli--$57,090$11,466$68,556
Chester E Finn Jr--$14,700$1,789$16,489
Amber Northern--$8,400$1,947$10,347
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
Chad Aldis--$1,823$639$2,462
Stephen DackinTrustee (end June 2019)-$1,000$1,000$2,000

Board Members and Trustees

NameTitle
Robert Pondiscio-
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$721,244
Investment Income
$673,025
Other Revenue
$4,121
Change in Net Assets
$-939,429
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,185,925
Salaries, Compensation, and Employee Benefits$979,977
Grants and Similar Amounts Paid$171,917
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$411,487$178,108$0$589,595
Fees for Service Investment Mgmnt Fees$0$484,086$0$484,086
Other Expenses$0$216,409$0$216,409
Current Officers, Directors, Trustees, and Key Employees$146,023$57,831$0$203,854
Grants to Domestic Orgs$171,917--$171,917
Occupancy$104,077$43,550$0$147,627
Depreciation Depletion$65,773$27,522$0$93,295
Other Employee Benefits$66,173$10,089$0$76,262
Fees for Services Legal$16,359$49,180$0$65,539
Pension Plan Contributions$48,912$10,763$0$59,675
Payroll Taxes$35,590$15,001$0$50,591
Fees for Services Accounting$0$39,779$0$39,779
Fees for Services Other$29,004$3,556$0$32,560
Information Technology$24,998$0$0$24,998
Office Expenses$14,792$7,191$0$21,983
Travel$20,454$0$0$20,454
Insurance$14,884$0$0$14,884
Conferences and Meetings$4,991$0$0$4,991
Total Functional Expenses$1,188,690$1,149,129$0$2,337,819
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dayton FoundationDayton, OH501c3General Support & Tragedy Fund$76,667
Seton Education PartnersCincinnati, OH501c3Dayton Area School Reform$50,000
Teach for AmericaNew York, NY501c3General Support$20,000
United Schools NetworkColumbus, OH501c3General Support$20,000
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
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Obligation Due to Interest Rate Swap$2,561,843

Bond Issues

BondIssuerIssuedIssue PricePurpose
ADistrict of Columbia2017-12-20$6,426,000REFUND A PRIOR ISSUE

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$6,426,000--$126,000

Bond Financing Compliance

Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Corrective action procedures
Yes
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 Foundation
EIN
31-6032844
Phone
2022235452
Address
1016 16TH STREET NW, WASHINGTON, DC 20036

Signing Officer

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

Organization Details

Principal Officer
Michael Petrelli
Formed
1959
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
6
Employees
33
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 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 counsel to the firm porter, wright, morris & arthur, reviews the form 990 with his colleague, tax attorney edward segelken. 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.”

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

Pt VI, Line 19

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

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/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT EMERITUS AND TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY AND TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER AND TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT 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/TitleTxt12SENIOR FELLOW AND VP OF EXTERNAL AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP FOR SPONSORSHIP AND DAYTON
IRS990/Form990PartVIISectionAGrp/TitleTxt14ASSOCIATE DIRECTOR OF RESEARCH
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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 EDUCATION POLICY REFORM IN OHIO: SUPPORTS THE THOMAS B. FORDHAM INSTITUTE'S EFFORTS TO PRODUCE AND DISSEMINATE REPORTS AND POLICY BRIEFS IDENTIFYING EVIDENCE-BASED SOLUTIONS AND BEST-PRACTICE RECOMMENDATIONS FOR THE CURRENT BUDGETARY CHALLENGES FACED BY THE LEADERS OF OHIO'S SCHOOL SYSTEMS. THE FOUNDATION HELPS THE INSTITUTE ADVANCE POLICIES WHICH MAKE EDUCATORS ACCOUNTABLE FOR STUDENT ACHIEVEMENT AND PROVIDE PARENTS ADDITIONAL CHOICES IN HOPES OF NARROWING THE ACHIEVEMENT GAP IN OHIO'S URBAN SCHOOLS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0CHARTER SCHOOL AUTHORIZING: THE THOMAS B. FORDHAM FOUNDATION SERVES AS THE AUTHORIZER FOR TEN OHIO-BASED CHARTER SCHOOLS SERVING NEARLY 5,000 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION ALSO PROVIDES GRANTS TO OTHER TAX-EXEMPT ORGANIZATIONS WITH SIMILAR MISSIONS TO THE CONTROLLING SUPPORTED ORGANIZATION.
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Filings

Displayed year

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

Open filing
Assets
$58,559,254
Liabilities
$5,963,619
Net assets
$52,595,635
Revenue
$1,398,390
Expenses
$2,337,819
Net income
-$939,429
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