Nonprofit · EIN 31-1816446
THOMAS B FORDHAM INSTITUTE
Tax-exempt · BURKE, VA 22009
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,780,476 | $3,935,524 | -$1,155,048 | $4,797,340 | $643,244 | $4,154,096 |
| December 31, 2023 | 990 | $2,104,202 | $3,862,453 | -$1,758,251 | $6,448,968 | $1,372,064 | $5,076,904 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,680,156
- Program service revenue
- $0
- Investment income
- $94,744
- Other revenue
- $5,576
Expenses
- Grants and similar amounts paid
- $5,750
- Compensation of officers, directors and key employees
- $765,360
- Other salaries and wages
- $1,524,217
- Salaries, compensation and benefits (total)
- $2,737,006
- Professional fundraising fees
- $0
- Legal fees
- $9,834
- Accounting fees
- $2,703
- Occupancy
- $100,215
- Travel
- $76,411
- Program services (functional)
- $3,570,594
- Management and general (functional)
- $64,972
- Fundraising (functional)
- $299,958
Balance sheet and other
- Total assets, start of year
- $6,448,968
- Total assets, end of year
- $4,797,340
- Total liabilities, end of year
- $643,244
- Net assets, end of year
- $4,154,096
- Publicly traded securities
- $2,147,584
- Net assets without donor restrictions
- $3,589,716
- Net assets with donor restrictions
- $564,380
- Gross receipts
- $2,780,476
- Employees
- 0
- Volunteers
- 7
- Year formed
- 2001
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Michael J Petrilli | President and Trustee Trustee or director, Officer | 40 | $0 | $380,707 | $83,814 |
| Amber M Northern | Senior VP for Research Highest-paid employee | 48 | $0 | $283,785 | $62,914 |
| Chad L Aldis | VP for Ohio Policy and Advocacy Highest-paid employee | 49.5 | $0 | $257,946 | $58,806 |
| Chester E Finn Jr | President Emeritus and Trustee Trustee or director, Officer | 46.5 | $0 | $235,708 | $31,442 |
| Gary E LaBelle | VP for Finance and Operations Officer | 25 | $0 | $204,134 | $51,453 |
| Kathryn I Mullen | VP for Sponsorship and Dayton Initiatives Highest-paid employee | 0 | $0 | $187,679 | $46,679 |
| Victoria Mcdougald | Chief Of Staff Highest-paid employee | 40 | $0 | $126,906 | $39,639 |
| Adam B Tyner | National Research Director Highest-paid employee | 50 | $0 | $126,671 | $34,541 |
| Thomas A Holton | Secretary and Trustee Trustee or director, Officer | 0.5 | $0 | $6,000 | $0 |
| Michael W Kelly | Treasurer and Trustee Trustee or director, Officer | 0.5 | $0 | $6,000 | $0 |
| Ian Rowe | Trustee Trustee or director | 0.5 | $0 | $6,000 | $0 |
| Stefanie Sanford | Trustee Trustee or director | 0.5 | $0 | $6,000 | $0 |
| Caprice Young | Trustee Trustee or director | 0.5 | $0 | $6,000 | $0 |
| Bruno V Manno | Chairman/Trustee Trustee or director, Officer | 0.5 | $0 | $5,000 | $0 |
| Rod Paige | Trustee Trustee or director | 0.25 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL PETRILLI | PRESIDENT AND TRUSTEE Trustee or director, Officer | 40 | $0 | $367,843 | $59,511 |
| AMBER NORTHERN | SENIOR VP FOR RESEARCH Highest-paid employee | 48 | $0 | $273,000 | $44,190 |
| CHESTER E FINN JR | PRESIDENT EMERITUS AND TRUSTEE Trustee or director, Officer | 46.5 | $0 | $250,000 | $30,420 |
| GARY LABELLE | VP FOR FINANCE AND OPERATIONS Officer | 25 | $0 | $213,500 | $38,621 |
| KATHRYN MULLEN-UPTON | VP FOR SPONSORSHP AND DAYTON Highest-paid employee | 0 | $0 | $189,500 | $40,735 |
| CHAD ALDIS | VP FOR OHIO POLICY AND ADVOCACY Highest-paid employee | 49.5 | $0 | $169,072 | $22,754 |
| VICTORIA MCDOUGALD | CHIEF OF STAFF Highest-paid employee | 40 | $0 | $133,500 | $28,423 |
| THEDA L SAMPSON | DIRECTOR FOR APPLICATIONS AND CONTRACTS Highest-paid employee | 0 | $0 | $109,150 | $45,904 |
| STEFANIE SANFORD | TRUSTEE Trustee or director | 0.5 | $0 | $6,000 | $0 |
| CAPRICE YOUNG | TRUSTEE Trustee or director | 0.5 | $0 | $6,000 | $0 |
| DAVID DRISCOLL | CHAIRMAN/TRUSTEE Trustee or director, Officer | 0.5 | $0 | $6,000 | $0 |
| THOMAS A HOLTON | SECRETARY AND TRUSTEE Trustee or director, Officer | 0.5 | $0 | $6,000 | $0 |
| MICHAEL W KELLY | TREASURER AND TRUSTEE Trustee or director, Officer | 0.5 | $0 | $6,000 | $0 |
| IAN ROWE | TRUSTEE Trustee or director | 0.5 | $0 | $5,000 | $0 |
| ROD PAIGE | TRUSTEE Trustee or director | 0.5 | $0 | $3,000 | $0 |
| BRUNO V MANNO | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 110, BURKE, VA 22009-0110
- In care of
- % CHESTER E FINN JR
- Principal officer (990 for 2024)
- Michael Petrilli, PO Box 110, Burke, VA 22009
- Signed the 990
- Michael Petrilli, President & Trustee
- Phone
- (202) 223-5452
- Website
- www.fordhaminstitute.org
- Return prepared by
- Rogers & Company PLLC
Mission
The Thomas B. Fordham Institute is the nation's leader in advancing educational excellence through quality research, analysis, and commentary, as well as on-the-ground action and advocacy in Ohio.
Program accomplishments
- 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.Expenses $1,134,406
- 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.Expenses $1,001,187 · grants $5,750
- 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.Expenses $634,488
- Researching and Evaluating Education for Upward Mobility: Producing and disseminating 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. Program expenses include direct and indirect expenditures.Expenses $502,312
- Researching and Evaluating Standards, Assessments, and Accountability: Producing and disseminating 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 Progress. Program expenses include direct and indirect expenditures.Expenses $298,201
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-1816446
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B05)
- Assets (IRS master file)
- $4,797,340
- Income (IRS master file)
- $2,780,476
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,780,476 | $3,935,524 | $4,797,340 | IRS |
| 990 | December 2023 | $2,104,202 | $3,862,453 | $6,448,968 | XML |
| 990 | December 2022 | $1,050,355 | $3,139,829 | $7,314,951 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1816446).
Questions about THOMAS B FORDHAM INSTITUTE
- What is the EIN of THOMAS B FORDHAM INSTITUTE?
- The employer identification number (EIN) of THOMAS B FORDHAM INSTITUTE is 31-1816446.
- Is THOMAS B FORDHAM INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to THOMAS B FORDHAM INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THOMAS B FORDHAM INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THOMAS B FORDHAM INSTITUTE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THOMAS B FORDHAM INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THOMAS B FORDHAM INSTITUTE?
- The 990 for the year ended December 31, 2024 names Michael Petrilli.
- Who are the officers and directors of THOMAS B FORDHAM INSTITUTE?
- The 990 for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
- How much revenue does THOMAS B FORDHAM INSTITUTE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,780,476, expenses of $3,935,524 and total assets of $4,797,340 at year end.
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