2025-10-17T10:43:46-05:00 2024-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-01-01 316032844 Thomas B Fordham Foundation THOM 2022235452 PO Box 110 Burke VA 22009 Michael Petrilli President 2022235452 2025-10-13 1 1 Yong Zhang CPA P01249785 7038930300 2025-10-10 2024 2025-03-06 01:10:19Z X Michael Petrilli PO Box 110 Burke VA 22009 2904104 0 X www.fordhaminstitute.org X 1959 OH 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. 9 7 30 7 0 0 0 0 1027459 1182508 1436464 1577304 1123 144292 2465046 2904104 133500 165108 0 0 1372845 1568539 0 0 0 1127843 872893 2634188 2606540 -169142 297564 75889511 82318168 821352 994421 75068159 81323747 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. 0 0 1210799 162858 1182508 Charter school authorizing: the Thomas B. Fordham Foundation serves as the authorizer for thirteen Ohio-based charter schools serving more than 6,400 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. 161137 2250 Supporting national education policy reform: supports the Thomas B. Fordham institutes efforts to produce research studies and commentary on national education policy issues. Our national policy work in 2024 focused on promoting evidence-based practices in the wake of the covid pandemic; promoting high quality career and technical education; and expanding high quality charter schools and other schools of choice. 1371936 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 16 0 1 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 7 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X Gary Labelle 2022235452 PO Box 110 Burke VA 22009 Bruno V Manno Chairman/Trustee 0.50 0.50 X X 5000 0 0 Thomas A Holton Secretary And Trustee 0.50 0.50 X X 6000 0 0 Michael W Kelly Treasurer And Trustee 0.50 0.50 X X 6000 0 0 Ian Rowe Trustee 0.50 0.50 X 6000 0 0 Stefanie Sanford Trustee 0.50 0.50 X 6000 0 0 Caprice Young Trustee 0.50 0.50 X 6000 0 0 Rod Paige Trustee 0.25 0.25 X 0 0 0 Michael J Petrilli President And Trustee 10.00 40.00 X X 380707 0 83814 Chester E Finn Jr President Emeritus And Trustee 3.50 46.50 X X 235708 0 31442 Gary E LaBelle VP For Finance And Operations 25.00 25.00 X 204134 0 51453 Amber M Northern Senior VP For Research 2.00 48.00 X 283785 0 62914 Chad L Aldis VP For Ohio Policy And Advocacy 0.50 49.50 X 257946 0 58806 Kathryn I Mullen VP For Sponsorship And Dayton 50.00 0.00 X 187679 0 46679 Victoria Mcdougald Chief Of Staff 10.00 40.00 X 126906 0 39639 Adam B Tyner National Research Director 0.00 50.00 X 126671 0 34541 1838536 0 409288 8 0 1 0 0 Program Service Fees 900099 1182508 1182508 1182508 1577304 1577304 Other Revenue 900099 144292 144292 144292 2904104 1326800 0 1577304 165108 165108 256898 150024 106874 1010463 551553 458910 104457 57825 46632 109207 60454 48753 87514 48445 39069 31795 8216 23579 45274 45274 422703 422703 18860 15150 3710 518 509 9 42250 40569 1681 38646 36138 2508 47726 26638 21088 27653 27590 63 21108 21108 21891 12259 9632 22750 20924 1826 Miscellaneous 128145 125914 2231 Subscriptions and membe 3574 3512 62 2606540 1371936 1234604 0 354843 163586 136466 114735 2665 2665 112409 66334 45480 46075 38134068 47448564 36134875 33935068 1081114 607475 75889511 82318168 271080 284277 550272 710144 821352 994421 X 75068159 81323747 75068159 81323747 75889511 82318168 297564 5958024 0 X 0 1 X 1 0 X X 1 Thomas B Fordham Institute 311816446 7 1 2606540 0 1 2606540 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 Form 990, Part VI, Section B, Line 2 The organization also provides grants to other tax-exempt organizations with similar missions to the controlling supported organization. 112409 66334 46075 46075 Och-Ziff II 10797 F Legacy Venture VI 1309174 F Strategic Value II 405206 F Emerald Hill CP III 2229736 F Legacy Venture VII 2160381 F Mason Wells Buyout Fund 3210776 F Palo Alto Healthcare II 579412 F WCP Newcold 2968084 F Rockland PP 909429 F Pimco Bravo III 818140 F Epiris II 1523745 F Webster Capital 1677952 F Harvest MLP II 2721507 F Tembo 1732134 F Rivercrest II 735242 F Singerman Real Estate 885941 F Rockland IV 928523 F Accel Leaders 4 833669 F Pelican Energy Partners 578293 F Amberbrook IX, LLP 1429534 F Amberbrook V, LLP 6043 F Commonfund 116455 F VIA Energy 72460 F Metro Real Estate 78355 F Q-BLK Real Assets II 1245158 F Northgate Private Equity Partners II 93 F Northgate Venture Partners III 111693 F Northgate IV 191501 F Newlin Energy Partners 49482 F Och Ziff III 84689 F Strategic Value III 366392 F OrbiMed Royalty 20555 F Resource Land Holdings 1368430 F SVSS IV 913100 F Amberbrook VIII 1662987 F 33935068 Due to Institute 502500 Lease liability - operating leases 207644 710144 X Part 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. Central America and the Caribbean 0 0 Investments 5923380 Europe (Including Iceland & Greenland) 0 0 Investments 3255879 0 0 0 0 0 0 9179259 0 9179259 1 0 1 0 1 0 Part I, line 3: The organization uses GAAP to report foreign investments. 1 Dayton Foundation Friends of DECA Fund 300 College Park Dayton OH 45469 316027287 501(c)(3) 38000 0 Support library and classroom library resources across the DECA organization's schools; build in-house expertise in the science of reading by funding teacher development at Mt. St. Joseph University, and to provide funding for DECA's extracurricular activities Dayton Leadership Academies 1416 West Riverview Ave Dayton OH 45402 311600674 501(c)(3) 40000 0 Support summer programming or tutoring; support teacher professional development for Responsive Classroom training and to fund extra-curricular activities. IDEA Greater Cincinnati 1011 Glendale Milford Rd Cincinnati OH 452151107 853616675 501(c)(3) 13000 0 Support Surplus at FY end. Institute for Excellence in Education 711 W Pickard Street Mount Pleasant MI 48858 383635927 501(c)(3) 5358 0 Support Board Training. KIPP Columbus 2900 Inspire Drive Columbus OH 43224 208627107 501(c)(3) 13000 0 TBF Sponsorship Surplus at FY end. ReGeneration Schools Ohio 5158 Fishwick Drive Cincinnati OH 45216 832110904 501(c)(3) 16000 0 TBF Sponsorship Surplus at FY end. United Preparatory Academy 1469 E Main St Columbus OH 43205 463123354 501(c)(3) 14000 0 TBF Sponsorship Surplus at FY end. We Care Arts 3035 Wilmington Pike Kettering OH 45429 311295721 501(c)(3) 10000 0 General support 8 0 Part I, Line 2: The organization asks for written reports on the use of funds and communicates with the organizations receiving the grants. X X X X X 0 0 0 0 0 0 0 0 0 Michael J Petrilli President And Trustee 356960 0 23747 0 0 0 41400 0 42414 0 464521 0 0 0 Amber M Northern Senior VP For Research 268785 0 15000 0 0 0 34200 0 28714 0 346699 0 0 0 Chad L Aldis VP For Ohio Policy And Advocacy 245946 0 12000 0 0 0 29880 0 28926 0 316752 0 0 0 Chester E Finn Jr President Emeritus And Trustee 235708 0 0 0 0 0 30960 0 482 0 267150 0 0 0 Gary E LaBelle VP For Finance And Operations 191634 0 12500 0 0 0 26700 0 24753 0 255587 0 0 0 Kathryn I Mullen VP For Sponsorship And Dayton 177679 0 10000 0 0 0 23400 0 23279 0 234358 0 0 0 Victoria Mcdougald Chief Of Staff 118906 0 8000 0 0 0 16800 0 22839 0 166545 0 0 0 Adam B Tyner National Research Director 120171 0 6500 0 0 0 15300 0 19241 0 161212 0 0 0 Form 990, Part VI, Section A, line 4 The Organization's bylaws were revised on 11/7/2024. Form 990, Part VI, Section B, 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 retired attorney reviews the Form 990. 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. Form 990, Part VI, Section B, 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. Form 990, Part VI, Section B, line 15 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 2024. 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. Form 990, Part VI, Section C, line 19 These documents are made available to the public upon request. Form 990, Part VI, Line 18 The organization does not have a Form 1023, as the organization was established prior to this form being required. Thomas B Fordham Institute PO Box 110 Burke VA 22009 311816446 Education and Awareness DC 501(c)(3) Line 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 Thomas B Fordham Institute O 2706506 Cost Thomas B Fordham Institute Q 365638 Cost