Civic Intelligence

The Thomas B Fordham Foundation

990 • Fiscal year 2022 • EIN 31-6032844

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 02, 2023

Organization ProfileWWW.FORDHAMINSTITUTE.ORG

View Organization Page

1015 18th 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

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

25th percentile

0.13x

Higher debt load relative to revenue than 25% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

8th percentile

-30%

Higher net margin than 8% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

58th percentile

$399,959

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 16.1% of source-year revenue.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Asset Growth

12th percentile

-14%

Faster asset growth than 12% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

33rd percentile

-3.9%

Faster revenue growth than 33% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$68,013,361

Down $11,241,236 (-14%) from 2021

Net Assets

Down

$67,682,835

Down $6,243,139 (-8.4%) from 2021

Liabilities

Down

$330,526

Down $4,998,097 (-94%) from 2021

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin8th percentile

Revenue

Down

$2,482,473

Down $100,501 (-3.9%) from 2021

Expenses

Up

$3,225,258

Up $569,257 (+21%) from 2021

Net Income

Down

-$742,785

Down $669,758 (-917%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2022

Assets$68,013,361
Liabilities$330,526
Net Assets$67,682,835
Open 2022 Filing

Operations Trend

Revenue Growth33rd 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

2022

Revenue$2,482,473
Expenses$3,225,258
Net Income-$742,785
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 2, 2023
Return Version
2022v5.0
Gross Receipts
$4,632,626
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$35,980,258$33,641,533▼ $2,338,725
Investments in Publicly Traded Securities$39,786,216$32,416,897▼ $7,369,319
Cash and Non-Interest-Bearing Accounts$389,136$1,216,260▲ $827,124
Accounts Receivable$63,269$83,408▲ $20,139
Land, Buildings, and Equipment, Net$2,240,087$60,649▼ $2,179,438
Prepaid Expenses and Deferred Charges$12,918$10,848▼ $2,070
Total Assets$79,254,597$68,013,361▼ $11,241,236
Other Assets Total$782,713$583,766▼ $198,947
Liabilities
Tax Exempt Bond Liabilities$2,561,310--
Accounts Payable and Accrued Expenses$156,412$238,432▲ $82,020
Other Liabilities$2,610,901$92,094▼ $2,518,807
Total Liabilities$5,328,623$330,526▼ $4,998,097
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$73,925,974$67,682,835▼ $6,243,139
Total Net Assets Fund Balance$73,925,974$67,682,835▼ $6,243,139
Total Liabilities and Net Assets / Fund Balance$79,254,597$68,013,361▼ $11,241,236

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$60,649$253,353$314,002
Land$0--
Other Assets Org$91,502--
Other Securities$2,201,627--
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael PetrilliPresident and TrusteePT$343,200$56,759$399,959
Michael Petrilli--$320,700$79,259$399,959
Amber NorthernSenior VP for Research-$256,000$41,829$297,829
Amber Northern--$241,000$56,829$297,829
Chad AldisVP for Ohio Policy and Advocacy-$221,500$44,658$266,158
Chad Aldis--$211,500$54,658$266,158
Chester E Finn JrPresident Emeritus and Trustee-$235,500$28,639$264,139
Chester E Finn Jr--$235,500$28,639$264,139
Gary LabelleVP for Finance and OperationsPT$200,000$37,098$237,098
Gary Labelle--$187,500$49,598$237,098
Kathryn Mullen-uptonVP for Sponsorship and DaytonFT$172,000$37,947$209,947
Kathryn Mullen-upton--$165,000$44,947$209,947
Victoria McdougaldChief of StaffPT$115,987$25,647$141,634
Brandon WrightEditorial Director-$110,000$26,034$136,034
David DriscollChairman/trustee-$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
Caprice YoungTrustee-$5,000-$5,000
Ian RoweTrustee-$5,000-$5,000
Rod PaigeTrustee-$5,000-$5,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$875,599
Investment Income
$1,604,316
Other Revenue
$2,558
Change in Net Assets
$-742,785
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,729,498
Other Expenses$1,360,760
Grants and Similar Amounts Paid$135,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,022,871$210,319$0$1,233,190
Fees for Service Investment Mgmnt Fees$0$609,945$0$609,945
Depreciation Depletion$168,596$116,565$0$285,161
Current Officers, Directors, Trustees, and Key Employees$195,011$41,520$0$236,531
Occupancy$130,147$54,459$0$184,606
Grants to Domestic Orgs$135,000--$135,000
Other Employee Benefits$88,868$18,273$0$107,141
Pension Plan Contributions$65,923$19,187$0$85,110
Payroll Taxes$51,606$15,920$0$67,526
Fees for Services Legal$30,913$23,069$0$53,982
Insurance$24,678$14,271$0$38,949
Fees for Services Other$23,323$14,864$0$38,187
Fees for Services Accounting$0$37,000$0$37,000
Office Expenses$30,167$5,847$0$36,014
Travel$16,131$18,750$0$34,881
Information Technology$26,074$2,072$0$28,146
Other Expenses$4,395$4,448$0$8,843
Conferences and Meetings$3,620$1,426$0$5,046
Total Functional Expenses$2,017,323$1,207,935$0$3,225,258
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dayton FoundationDayton, OH501c3General Support$25,000
Dayton Leadership AcademiesDayton, OH501c3General Support$25,000
East End Community Services CorpDayton, OH501c3General Support$25,000
Omega Community Development CorpDayton, OH501c3General Support$25,000
Idea Greater CincinnatiCincinnati, OH501c3General Support$15,000
Kipp ColumbusColumbus, OH501c3General Support$10,000
The Philanthropy RoundtableWashington, DC501c3General Support$10,000
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
Lease Liability$92,094
Obligation Due to Interest Rate Swap$0
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
1015 18TH STREET NW, WASHINGTON, DC 20036

Signing Officer

Name
Michael Petrilli
Title
President
Phone
2022235452
Signed
2023-11-02
Discuss with paid preparer
Yes

Organization Details

Formed
1959
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
7
Employees
31
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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IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER AND TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT EMERITUS 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/TitleTxt12VP FOR SPONSORSHIP AND DAYTON
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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, COMMENTARY, 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 SUCH AS THOSE WHICH PROVIDE PARENTS ADDITIONAL CHOICES AND HOLD SCHOOLS ACCOUNTABLE IN HOPES OF NARROWING OHIO'S ACHIEVEMENT GAP.
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IRS990/ProgSrvcAccomActy3Grp/Desc0CHARTER SCHOOL AUTHORIZING: THE THOMAS B. FORDHAM FOUNDATION SERVES AS THE AUTHORIZER FOR THIRTEEN OHIO-BASED CHARTER SCHOOLS SERVING MORE THAN 5,900 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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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,013,361
Liabilities
$330,526
Net assets
$67,682,835
Revenue
$2,482,473
Expenses
$3,225,258
Net income
-$742,785
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