Civic Intelligence

The Thomas B Fordham Foundation

990 • Fiscal year 2021 • EIN 31-6032844

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 11, 2022

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

27th percentile

0.07x

Higher debt load relative to assets than 27% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

85th percentile

2.06x

Higher debt load relative to revenue than 85% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

16th percentile

-2.8%

Higher net margin than 16% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$372,919

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

57th percentile

14%

Faster asset growth than 57% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

80th percentile

51%

Faster revenue growth than 80% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$79,254,597

Up $9,743,734 (+14%) from 2020

Net Assets

Up

$73,925,974

Up $10,674,451 (+17%) from 2020

Liabilities

Down

$5,328,623

Down $930,717 (-15%) from 2020

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin16th percentile

Revenue

Up

$2,582,974

Up $867,661 (+51%) from 2020

Expenses

Up

$2,656,001

Up $128,985 (+5.1%) from 2020

Net Income

Up

-$73,027

Up $738,676 (+91%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2021

Assets$79,254,597
Liabilities$5,328,623
Net Assets$73,925,974
Open 2021 Filing

Operations Trend

Revenue Growth80th 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

2021

Revenue$2,582,974
Expenses$2,656,001
Net Income-$73,027
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 11, 2022
Return Version
2021v4.1
Gross Receipts
$2,582,974
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$29,350,056$39,786,216▲ $10,436,160
Investments Other Securities$35,142,141$35,980,258▲ $838,117
Land, Buildings, and Equipment, Net$2,307,404$2,240,087▼ $67,317
Cash and Non-Interest-Bearing Accounts-$389,136-
Savings and Temporary Cash Investments$313,351--
Accounts Receivable$208,634$63,269▼ $145,365
Prepaid Expenses and Deferred Charges$12,918$12,918→ $0
Total Assets$69,510,863$79,254,597▲ $9,743,734
Other Assets Total$2,176,359$782,713▼ $1,393,646
Liabilities
Other Liabilities$3,166,812$2,610,901▼ $555,911
Tax Exempt Bond Liabilities$2,883,954$2,561,310▼ $322,644
Accounts Payable and Accrued Expenses$208,574$156,412▼ $52,162
Total Liabilities$6,259,340$5,328,623▼ $930,717
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$63,251,523$73,925,974▲ $10,674,451
Total Net Assets Fund Balance$63,251,523$73,925,974▲ $10,674,451
Total Liabilities and Net Assets / Fund Balance$69,510,863$79,254,597▲ $9,743,734

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,116,847$625,434$1,742,281
Leasehold Improvements$250,950$775,955$1,026,905
Land$843,776-$843,776
Equipment$28,514$243,146$271,660
Other Assets Org$0--
Other Securities$2,180,581--
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael PetrilliPresident and TrusteePT$63,782$309,137$372,919
Amber NorthernSenior VP for Research-$9,560$277,874$287,434
Chad AldisVP for Ohio Policy and Advocacy-$2,100$252,101$254,201
Chester E Finn JrPresident Emeritus and Trustee-$15,400$231,365$246,765
Gary LabelleVP for Finance and OperationsPT$93,000$126,542$219,542
Kathryn Mullen-uptonVP for Sponsorship and DaytonFT$153,425$42,707$196,132
Kathryn Mullen-upton--$147,725$38,601$186,326
Victoria McdougaldChief of StaffPT$19,177$109,211$128,388
Adam TynerAssociate Director of Research--$122,263$122,263
Gary Labelle--$88,000$21,771$109,771
Michael Petrilli--$60,927$13,657$74,584
Chester E Finn Jr--$15,400$1,873$17,273
Amber Northern--$9,260$2,237$11,497
Caprice YoungTrustee-$3,000$3,000$6,000
David DriscollChairman/trustee-$3,000$3,000$6,000
Ian RoweTrustee-$3,000$3,000$6,000
Michael W KellyTreasurer and Trustee-$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
Rod PaigeTrustee-$2,500$2,500$5,000
Chad Aldis--$1,980$562$2,542
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$759,398
Investment Income
$1,823,576
Other Revenue
$0
Change in Net Assets
$-73,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,368,844
Salaries, Compensation, and Employee Benefits$1,150,857
Grants and Similar Amounts Paid$136,300
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$648,146$264,637$0$912,783
Other Salaries and Wages$499,052$227,661$0$726,713
Current Officers, Directors, Trustees, and Key Employees$151,233$70,895$0$222,128
Occupancy$106,167$44,425$0$150,592
Grants to Domestic Orgs$136,300--$136,300
Depreciation Depletion$68,006$28,457$0$96,463
Other Employee Benefits$53,887$25,237$0$79,124
Pension Plan Contributions$42,524$20,126$0$62,650
Payroll Taxes$41,019$19,223$0$60,242
Fees for Services Other$43,779$7,277$0$51,056
Fees for Services Accounting$0$37,000$0$37,000
Fees for Services Legal$25,767$7,274$0$33,041
Information Technology$22,978$1,374$0$24,352
Office Expenses$14,597$6,399$0$20,996
Insurance$19,025$0$0$19,025
Other Expenses$11,290$5,829$0$17,119
Conferences and Meetings$500$2,945$0$3,445
Travel$1,695$1,277$0$2,972
Total Functional Expenses$1,885,965$770,036$0$2,656,001
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dayton FoundationDayton, OH501c3Summer School Program$25,000
Dayton Leadership AcademiesDayton, OH501c3Summer School Program$25,000
Montgomery County Ohio College PromiseDayton, OH501c3Scholarship Funding$20,000
Westcare Ohio IncDayton, OH501c3Capital Campaign$20,000
The Philanthropy RoundtableWashington, DC501c3General Support$10,000
Woodland Arboretum FoundationDayton, OH501c3General Support$10,000
Citizens of the WorldCincinnati, OH501c3Library Materials$8,600
RegenCincinnati, OH501c3Library Materials$8,600
United Schools NetworkColumbus, OH501c3Famly Resource Centers$8,600
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$2,610,901

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
2022-10-11
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
29
Volunteers
0

Preparer

Firm
Lane & Company CPAs
Address
5335 Wisconsin Ave NW Ste 440, Washington, DC 20015
Preparer
Robert E Lane
Phone
2026172615
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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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,254,597
Liabilities
$5,328,623
Net assets
$73,925,974
Revenue
$2,582,974
Expenses
$2,656,001
Net income
-$73,027
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