Civic Intelligence

The Thomas B Fordham Foundation

990 • Fiscal year 2020 • EIN 31-6032844

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 08, 2021

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

28th percentile

0.09x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

90th percentile

3.65x

Higher debt load relative to revenue than 90% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

6th percentile

-47%

Higher net margin than 6% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

53rd percentile

$361,934

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 21.1% of source-year revenue.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

76th percentile

19%

Faster asset growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

23%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$69,510,863

Up $10,951,609 (+19%) from 2019

Net Assets

Up

$63,251,523

Up $10,655,888 (+20%) from 2019

Liabilities

Up

$6,259,340

Up $295,721 (+5.0%) from 2019

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin6th percentile

Revenue

Up

$1,715,313

Up $316,923 (+23%) from 2019

Expenses

Up

$2,527,016

Up $189,197 (+8.1%) from 2019

Net Income

Up

-$811,703

Up $127,726 (+14%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

2020

Assets$69,510,863
Liabilities$6,259,340
Net Assets$63,251,523
Open 2020 Filing

Operations Trend

Revenue Growth82nd percentile

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

2020

Revenue$1,715,313
Expenses$2,527,016
Net Income-$811,703
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 8, 2021
Return Version
2020v4.1
Gross Receipts
$1,715,313
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$30,652,561$35,142,141▲ $4,489,580
Investments in Publicly Traded Securities$23,890,853$29,350,056▲ $5,459,203
Land, Buildings, and Equipment, Net$2,371,080$2,307,404▼ $63,676
Savings and Temporary Cash Investments$450,077$313,351▼ $136,726
Accounts Receivable$924,697$208,634▼ $716,063
Prepaid Expenses and Deferred Charges$12,918$12,918→ $0
Total Assets$58,559,254$69,510,863▲ $10,951,609
Other Assets Total$257,068$2,176,359▲ $1,919,291
Liabilities
Other Liabilities$2,561,843$3,166,812▲ $604,969
Tax Exempt Bond Liabilities$3,206,599$2,883,954▼ $322,645
Accounts Payable and Accrued Expenses$195,177$208,574▲ $13,397
Total Liabilities$5,963,619$6,259,340▲ $295,721
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$52,595,635$63,251,523▲ $10,655,888
Total Net Assets Fund Balance$52,595,635$63,251,523▲ $10,655,888
Total Liabilities and Net Assets / Fund Balance$58,559,254$69,510,863▲ $10,951,609

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,161,521$580,760$1,742,281
Leasehold Improvements$267,696$759,209$1,026,905
Land$843,776-$843,776
Equipment$34,411$233,881$268,292
Other Assets Org$1,469,817--
Other Securities$851,615--
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael PetrilliPresident and TrusteePT$61,429$300,505$361,934
Amber NorthernSenior VP for Research-$9,040$258,810$267,850
Chad AldisVP for Ohio Policy and Advocacy-$2,020$242,422$244,442
Chester E Finn JrPresident Emeritus and Trustee-$15,050$226,066$241,116
Gary LabelleVP for Finance and OperationsPT$89,000$122,055$211,055
Kathryn Mullen-uptonVP for Sponsorship and DaytonFT$148,200$42,360$190,560
Robert PondiscioSenior Fellow and VP of External Affairs--$185,179$185,179
Kathryn Mullen-upton--$142,500$38,532$181,032
Adam TynerAssociate Director of Research--$119,497$119,497
Gary Labelle--$84,000$21,528$105,528
Michael Petrilli--$58,575$13,813$72,388
Chester E Finn Jr--$15,050$1,831$16,881
Amber Northern--$8,740$1,974$10,714
Bruno V MannoTrustee-$3,000$3,000$6,000
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
Rod PaigeTrustee-$3,000$3,000$6,000
Stefanie SanfordTrustee-$3,000$3,000$6,000
Thomas a HoltonSecretary and Trustee-$3,000$3,000$6,000
Chad Aldis--$1,900$544$2,444

Board Members and Trustees

NameTitle
Robert Pondiscio-

Highest Paid Contractors

ContractorServicesLocationCompensation
Tallest Tree DigitalWebsite Consultant1 LEE HILL RD, Lee, NH 03861$145,000
Revenue and Support

Revenue Composition

Contributions and Grants
$484,600
Program Service Revenue
$724,204
Investment Income
$506,500
Other Revenue
$9
Change in Net Assets
$-811,703
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,263,047
Salaries, Compensation, and Employee Benefits$1,073,699
Grants and Similar Amounts Paid$190,270
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$544,635$216,824$0$761,459
Other Salaries and Wages$437,730$214,086$0$651,816
Current Officers, Directors, Trustees, and Key Employees$142,008$70,788$0$212,796
Grants to Domestic Orgs$190,270--$190,270
Occupancy$119,765$50,114$0$169,879
Depreciation Depletion$67,873$28,400$0$96,273
Other Employee Benefits$51,944$25,405$0$77,349
Pension Plan Contributions$47,222$28,119$0$75,341
Fees for Services Other$58,027$3,065$0$61,092
Payroll Taxes$37,706$18,691$0$56,397
Fees for Services Accounting$0$38,000$0$38,000
Fees for Services Legal$27,573$6,259$0$33,832
Insurance$23,300$9,658$0$32,958
Information Technology$28,142$0$0$28,142
Office Expenses$14,587$1,836$0$16,423
Other Expenses$5,596$5,529$0$11,125
Travel$2,817$873$0$3,690
Conferences and Meetings$3,679$0$0$3,679
Total Functional Expenses$1,807,453$719,563$0$2,527,016
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dayton FoundationDayton, OH501c3Various$41,250
Dayton Leadership AcademiesDayton, OH501c3Covid Support$31,397
United Schools NetworkColumbus, OH501c3Covid Support$26,700
Teach for AmericaNew York, NY501c3General Support$20,000
Kipp ColumbusColumbus, OH501c3Covid Support$19,678
Sciotoville Community SchoolPortsmouth, OH501c3Covid Support$12,906
Dayton Early College AcademyDayton, OH501c3Covid Support$10,207
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$3,166,812

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
2021-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Petrelli
Formed
1959
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
7
Employees
25
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 march 2021.”

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/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 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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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

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,510,863
Liabilities
$6,259,340
Net assets
$63,251,523
Revenue
$1,715,313
Expenses
$2,527,016
Net income
-$811,703
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