Civic Intelligence

The Thomas B Fordham Foundation

990 • Fiscal year 2023 • EIN 31-6032844

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 08, 2024

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

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.33x

Higher debt load relative to revenue than 46% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

22nd percentile

-6.9%

Higher net margin than 22% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

62nd percentile

$427,354

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

37th percentile

-0.7%

Faster revenue growth than 37% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$75,889,511

Up $7,876,150 (+12%) from 2022

Net Assets

Up

$75,068,159

Up $7,385,324 (+11%) from 2022

Liabilities

Up

$821,352

Up $490,826 (+148%) from 2022

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin22nd percentile

Revenue

Down

$2,465,046

Down $17,427 (-0.7%) from 2022

Expenses

Down

$2,634,188

Down $591,070 (-18%) from 2022

Net Income

Up

-$169,142

Up $573,643 (+77%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2023

Assets$75,889,511
Liabilities$821,352
Net Assets$75,068,159
Open 2023 Filing

Operations Trend

Revenue Growth37th 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

2023

Revenue$2,465,046
Expenses$2,634,188
Net Income-$169,142
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$2,465,046
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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$32,416,897$38,134,068▲ $5,717,171
Investments Other Securities$33,641,533$36,134,875▲ $2,493,342
Cash and Non-Interest-Bearing Accounts$1,216,260$354,843▼ $861,417
Accounts Receivable$83,408$136,466▲ $53,058
Land, Buildings, and Equipment, Net$60,649$45,480▼ $15,169
Prepaid Expenses and Deferred Charges$10,848$2,665▼ $8,183
Total Assets$68,013,361$75,889,511▲ $7,876,150
Other Assets Total$583,766$1,081,114▲ $497,348
Liabilities
Other Liabilities$92,094$550,272▲ $458,178
Accounts Payable and Accrued Expenses$238,432$271,080▲ $32,648
Total Liabilities$330,526$821,352▲ $490,826
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$67,682,835$75,068,159▲ $7,385,324
Total Net Assets Fund Balance$67,682,835$75,068,159▲ $7,385,324
Total Liabilities and Net Assets / Fund Balance$68,013,361$75,889,511▲ $7,876,150

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$45,480$44,443$89,923
Land$0--
Other Assets Org$47,198--
Other Securities$1,984,172--
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael PetrilliPresident and TrusteePT$367,843$59,511$427,354
Michael Petrilli--$351,808$75,546$427,354
Amber NorthernSenior VP for Research-$273,000$44,190$317,190
Amber Northern--$258,000$59,190$317,190
Chester E Finn JrPresident Emeritus and Trustee-$250,000$30,420$280,420
Chester E Finn Jr--$250,000$30,420$280,420
Gary LabelleVP for Finance and OperationsPT$213,500$38,621$252,121
Gary Labelle--$201,000$51,120$252,120
Kathryn Mullen-uptonVP for Sponsorship and DaytonFT$189,500$40,735$230,235
Kathryn Mullen-upton--$177,000$53,235$230,235
Chad Aldis--$159,072$32,755$191,827
Chad AldisVP for Ohio Policy and Advocacy-$169,072$22,754$191,826
Victoria McdougaldChief of StaffPT$133,500$28,423$161,923
Victoria Mcdougald--$126,000$35,923$161,923
Theda L SampsonDirector for Applications and ContractsFT$109,150$45,904$155,054
Theda L Sampson--$102,000$39,956$141,956
Caprice YoungTrustee-$6,000-$6,000
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
Ian RoweTrustee-$5,000-$5,000
Rod PaigeTrustee-$3,000-$3,000

Board Members and Trustees

NameTitle
Bruno V MannoDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,027,459
Investment Income
$1,436,464
Other Revenue
$1,123
Change in Net Assets
$-169,142
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,372,845
Other Expenses$1,127,843
Grants and Similar Amounts Paid$133,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$837,293$7,560$0$844,853
Fees for Service Investment Mgmnt Fees$0$780,723$0$780,723
Current Officers, Directors, Trustees, and Key Employees$248,126$2,034$0$250,160
Grants to Domestic Orgs$133,500--$133,500
Other Employee Benefits$122,497$1,106$0$123,603
Pension Plan Contributions$83,745$0$0$83,745
Payroll Taxes$69,877$607$0$70,484
Information Technology$55,414$3,689$0$59,103
Occupancy$37,563$15,718$0$53,281
Office Expenses$42,653$6,405$0$49,058
Fees for Services Accounting$0$43,250$0$43,250
Travel$27,590$7,767$0$35,357
Insurance$20,609$3,594$0$24,203
Depreciation Depletion$13,119$10,308$0$23,427
Conferences and Meetings$19,900$1,157$0$21,057
Fees for Services Legal$18,249$0$0$18,249
Fees for Services Other$7,460$6,643$0$14,103
Other Expenses$4,387$1,645$0$6,032
Total Functional Expenses$1,741,982$892,206$0$2,634,188
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Schools NetworkColumbus, OH501(c)3General Support$30,000
Sciotoville Community SchoolPortsmouth, OH501(c)3General Support$25,000
Dayton FoundationDayton, OH501(c)3General Support$20,000
Dayton Leadership AcademiesDayton, OH501(c)3General Support$20,000
Teach for AmericaCleveland, OH501(c)3General Support$20,000
Idea Greater CincinnatiCincinnati, OH501(c)3General Support$15,000
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
Due to Thomas B. Fordham Institute$502,500
Lease Liability$47,772
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
2024-11-08
Discuss with paid preparer
Yes

Organization Details

Formed
1959
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
8
Employees
29
Volunteers
1

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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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

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,889,511
Liabilities
$821,352
Net assets
$75,068,159
Revenue
$2,465,046
Expenses
$2,634,188
Net income
-$169,142
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