2024-11-08T16:01:17-08:00 2023-12-31 521738520 Lane & Company CPAs 5335 Wisconsin Ave NW Ste 440 Washington DC 20015 990 2023-01-01 311816446 THOMAS B FORDHAM INSTITUTE THOM 2022235452 1015 18TH ST NW WASHINGTON DC 20036 MICHAEL PETRILLI PRESIDENT & TRUSTEE 2022235452 2024-11-08 true true ROBERT E LANE P01622353 2026172615 2024-11-08 X 2023 2024-10-15 13:58:12Z MICHAEL PETRILLI 1015 18TH ST STE 902 WASHINGTON DC 20036 2104202 false X WWW.FORDHAMINSTITUTE.ORG X 2001 DC THE THOMAS B. FORDHAM INSTITUTE IS THE NATIONS LEADER IN ADVANCING EDUCATIONAL EXCELLENCE THROUGH QUALITY RESEARCH, ANALYSIS, AND COMMENTARY, AS WELL AS ON-THE-GROUND ACTION AND ADVOCACY IN OHIO. 10 8 0 1 0 0 849981 1986481 0 182046 113083 18328 4638 1050355 2104202 2000 23891 0 1884364 2590718 0 242356 1253465 1247844 3139829 3862453 -2089474 -1758251 7314951 6448968 1181328 1372064 6133623 5076904 X THE THOMAS B. FORDHAM INSTITUTE IS THE NATIONS LEADER IN ADVANCING EDUCATIONAL EXCELLENCE FOR EVERY CHILD THROUGH QUALITY RESEARCH, ANALYSIS, AND COMMENTARY, AS WELL AS ON-THE-GROUND ACTION AND ADVOCACY IN OHIO. false false 1383620 21891 0 COMMENTARY: FRAMED THE DEBATE FOR OTHER ED REFORMERS; WEIGHED IN ON URGENT TOPICS OF THE DAY; AND PROMOTED POLICIES THAT INCREASE ACCESS TO HIGH QUALITY CHOICES AND THAT MAINTAIN RIGOROUS STANDARDS, ESPECIALLY THROUGH OUR BLOGS AND THE EDUCATION GADFLY. 1007899 2000 0 RESEARCHING AND EVALUATING OHIO EDUCATION POLICY: PRODUCED AND DISSEMINATED STUDIES, ANALYSES, AND OTHER INFORMATION AIMED AT STRENGTHENING AND IMPROVING EDUCATION POLICY IN OHIO, INCLUDING THE PUBLICATION A OF BI-WEEKLY ELECTRONIC NEWS-BRIEF TITLED THE OHIO EDUCATION GADFLY, AND ANALYZED KEY EDUCATION POLICY ISSUES. 552228 0 0 RESEARCHING AND EVALUATING HIGH QUALITY SCHOOL CHOICE: PRODUCED AND DISSEMINATED STUDIES THAT EXAMINE HOW THE EXPANSION OF CHARTER SCHOOLS IS IMPACTING TRADITIONAL PUBLIC SCHOOLS, WHETHER CHARTER TEACHERS EXHIBIT HIGHER EXPECTATIONS FOR THEIR STUDENTS THAN THEIR PUBLIC SCHOOL PEERS, AND THE IMPACT AND SPENDING PATTERNS OF SO-CALLED FOR PROFIT CHARTER SCHOOLS, AMONG OTHER TOPICS. 455152 0 0 RESEARCHING AND EVALUATING EDUCATION FOR UPWARD MOBILLITY: PRODUCED AND DISSEMINATED STUDIES AND POLICY BRIEFS IDENTIFYING EVIDENCE-BASED SOLUTIONS AND BEST-PRACTICE RECOMMENDATIONS THAT HELP CHILDREN BORN INTO POVERTY TRANSCEND THEIR DISADVANTAGES AND ENTER THE MIDDLE CLASS AS ADULTS, INCLUDING HIGH-QUALITY CAREER AND TECHNICAL EDUCATION PROGRAMS. 48609 0 0 RESEARCHING AND EVALUATING STANDARDS, ASSESSMENTS, AND ACCOUNTABILITY: PRODUCED AND DISSEMINATED STUDIES RELATED TO THE IMPLEMENTATION OF STANDARDS-BASED REFORM, ESPECIALLY WITH RESPECT TO NEW MEASURES OF STUDENT ABSENTEEISM, EVIDENCE-BASED PRACTICES IN ELEMENTARY SCHOOLS, AND THE HISTORY OF THE NATIONAL ASSESSMENT OF EDUCATIONAL PROGRAMS. 503761 0 0 3447508 true true false true false false false false false false true true false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true true false false false true 50 0 true 0 false false false false false false false false false false false false X 10 8 false false false false false false false true true false false true true true true true true true true false X X GARY LABELLE 2022235452 1015 18TH ST STE 902 WASHINGTON DC 20036 BRUNO V MANNO DIRECTOR 0.50 X 0 0 0 STEFANIE SANFORD TRUSTEE 0.50 X 0 6000 0 ROD PAIGE TRUSTEE 0.50 X 0 3000 0 CAPRICE YOUNG TRUSTEE 0.50 X 0 6000 0 IAN ROWE TRUSTEE 0.50 X 0 5000 0 DAVID DRISCOLL CHAIRMAN/TRUSTEE 0.50 X X 0 6000 0 THOMAS A HOLTON SECRETARY AND TRUSTEE 0.50 X X 0 6000 0 MICHAEL W KELLY TREASURER AND TRUSTEE 0.50 X X 0 6000 0 CHESTER E FINN JR PRESIDENT EMERITUS AND TRUSTEE 46.50 X X 0 250000 30420 MICHAEL PETRILLI PRESIDENT AND TRUSTEE 40.00 X X 0 367843 59511 GARY LABELLE VP FOR FINANCE AND OPERATIONS 25.00 X 0 213500 38621 AMBER NORTHERN SENIOR VP FOR RESEARCH 48.00 X 0 273000 44190 CHAD ALDIS VP FOR OHIO POLICY AND ADVOCACY 49.50 X 0 169072 22754 KATHRYN MULLEN-UPTON VP FOR SPONSORSHP AND DAYTON 0.00 X 0 189500 40735 VICTORIA MCDOUGALD CHIEF OF STAFF 40.00 X 0 133500 28423 THEDA L SAMPSON DIRECTOR FOR APPLICATIONS AND CONTRACTS 0.00 X 0 109150 45904 0 1743565 310558 false true false DARRYL DEVERS ASSOCIATES 140 E TOWN ST STE 142 COLUMBUS OH 43215 GOVERNMENT RELATIONS 125000 1 1986481 1986481 113083 0 113083 OTHER INCOME 900099 4638 4638 0 0 4638 2104202 4638 0 113083 23891 23891 747734 678321 9952 59461 1433213 1299732 19584 113897 161887 148595 0 13292 108328 98239 1480 8609 139556 126559 1907 11090 3972 1620 2352 0 71000 71000 0 0 14708 0 14708 0 607895 507076 100181 638 15768 0 0 15768 128288 108620 12901 6767 25690 20225 5465 0 90248 82126 902 7220 108758 108758 0 0 64001 64001 0 0 43801 39859 438 3504 MISCELLANEOUS 73715 68886 2719 2110 3862453 3447508 172589 242356 995810 507807 700000 885611 0 0 0 4343080 3166992 1018914 1194901 257147 693657 7314951 6448968 32153 1149175 1372064 1181328 1372064 X 5251097 4753702 882526 323202 6133623 5076904 7314951 6448968 -1758251 701532 X false true X true false X 0 2006128 2147177 4596000 849981 1986481 11585767 0 0 2006128 2147177 4596000 849981 1986481 11585767 7017356 4568411 157194 101763 296929 182046 113083 851015 0 5816 17100 39974 18328 4638 85856 12522638 0.36480 0.38280 X 0 0 0 Pt II Ln 10 Other Income Part II, Line 10 Description: OTHER INCOME 2019: 5816. 2020: 17100. 2021: 39974. 2022: 18328. 2023: 4638. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 71000 71000 3791453 3862453 343123 85781 0 0 331031 297236 306991 343123 1278381 1917572 72000 80667 72000 71000 295667 82758 74309 76748 85781 319596 479394 0 0 0 0 0 0 0 0 HARVEST MLP 1194901 F 1194901 DUE FROM THOMAS B. FORDHAM FOUNDATION 502500 RIGHT-OF-USE ASSET - OFFICE LEASE 179854 OTHER ASSETS 11303 693657 DUE TO THOMAS B. FORDHAM FOUNDATION 1031846 ADVANCE DEPOSITS 120000 LEASE LIABILITY 220218 1372064 X 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. X X X X X false false false false false false false false false CHESTER E FINN JR 0 250000 0 0 0 0 0 30000 0 420 0 280420 0 0 MICHAEL PETRILLI 0 351808 0 16035 0 0 0 39600 0 19911 0 427354 0 0 GARY LABELLE 0 201000 0 12500 0 0 0 25620 0 13000 0 252120 0 0 AMBER NORTHERN 0 258000 0 15000 0 0 0 32760 0 11430 0 317190 0 0 CHAD ALDIS 0 159072 0 10000 0 0 0 20289 0 2466 0 191827 0 0 KATHRYN MULLEN-UPTON 0 177000 0 12500 0 0 0 22740 0 17995 0 230235 0 0 VICTORIA MCDOUGALD 0 126000 0 7500 0 0 0 16020 0 12403 0 161923 0 0 THEDA L SAMPSON 0 102000 0 7150 0 0 0 13098 0 19708 0 141956 0 0 Pt VI, Line 11b THE FORM 990 IS MADE AVAILABLE ELECTRONICALLY TO ALL TRUSTEES PRIOR TO THE FILING DEADLINE. IT IS ALSO 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 INSTITUTE BOARD. THE VP OF FINANCE AND OPERATIONS REVIEWS EACH LINE OF THE FORM 990 BEFORE ITS FILING. THE FORDHAM INSTITUTE 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 INSTITUTE 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 FORM 1023 IS AVAILABLE UPON REQUEST. Pt VI, Line 19 THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part III, Line 4d RESEARCHING AND EVALUATING EDUCATION FOR UPWARD MOBILLITY: 455152. 0. 0. Form 990, Part III, Line 4d RESEARCHING AND EVALUATING STANDARDS, ASSESSMENTS, 48609. 0. 0. Form 990, Part IX, Line 11g RESEARCH & ADVISORS 208051. 208051. 0. 0. Form 990, Part IX, Line 11g PROJECT MANAGEMENT 247089. 247089. 0. 0. Form 990, Part IX, Line 11g DESIGN & EDITING 79530. 22444. 57000. 86. Form 990, Part IX, Line 11g GENERAL CONSULTANTS 73225. 29492. 43181. 552. THOMAS B FORDHAM FOUNDATION 1015 18TH STREET NW STE 902 WASHINGTON DC 20036 316032844 EDUCATION AND AWARENESS OH 501(C)(3) LINE 11 TYPE 1 THOMAS B FORDHAM INSTITUTE false false false false false false false false false false false false false false true true true false false false THOMAS B FORDHAM FOUNDATION P 244287 COST THOMAS B FORDHAM FOUNDATION O 2561164 COST