THE THOMAS B FORDHAM FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE THOMAS B FORDHAM FOUNDATION (EIN 31-6032844)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-08
- IRS object ID
- 202132819349301583
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-08T12:34:25-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lane & Company CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 Pennsylvania Avenue NW Suite 4 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316032844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS B FORDHAM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 2022235452 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1016 16TH STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL PETRILLI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2022235452 | PhoneNum |
| Signature | 2021-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | PETRILLI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT E LANE | PreparerPersonNm |
| PTIN | P01622353 | PTIN |
| Phone | 2024636500 | PhoneNum |
| Preparation | 2021-10-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL PETRELLI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1016 16TH ST NW 8TH FLR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,715,313 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EDEXCELLENCE.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $484,600 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $721,244 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $724,204 | CYProgramServiceRevenueAmt |
| PY Investment Income | $673,025 | PYInvestmentIncomeAmt |
| CY Investment Income | $506,500 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,121 | PYOtherRevenueAmt |
| CY Other Revenue | $9 | CYOtherRevenueAmt |
| PY Total Revenue | $1,398,390 | PYTotalRevenueAmt |
| CY Total Revenue | $1,715,313 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $171,917 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $190,270 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $979,977 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,073,699 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,185,925 | PYOtherExpensesAmt |
| CY Other Expenses | $1,263,047 | CYOtherExpensesAmt |
| PY Total Expenses | $2,337,819 | PYTotalExpensesAmt |
| CY Total Expenses | $2,527,016 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$939,429 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$811,703 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $58,559,254 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,510,863 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,963,619 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,259,340 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $52,595,635 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $63,251,523 | NetAssetsOrFundBalancesEOYAmt |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $445,961 | ExpenseAmt |
| Grant | $5,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SUPPORTING NATIONAL EDUCATION POLICY REFORM: SUPPORTS THE THOMAS B. FORDHAM INSTITUTE'S EFFORTS TO PRODUCE RESEARCH STUDIES AND COMMENTARY ON NATIONAL EDUCATION POLICY ISSUES. OUR NATIONAL POLICY WORK IN 2020 FOCUSED ON PROMOTING HIGH QUALITY SCHOOLS OF CHOICE, IMPLEMENTING STANDARDS-BASED REFORM. AND USING OUR SCHOOLS AS ENGINES OF UPWARD MOBILITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $135,630 | ExpenseAmt |
| Grant | $90,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SUPPORTING EDUCATION POLICY REFORM IN OHIO: SUPPORTS THE THOMAS B. FORDHAM INSTITUTE'S EFFORTS TO PRODUCE AND DISSEMINATE REPORTS 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 WHICH MAKE EDUCATORS ACCOUNTABLE FOR STUDENT ACHIEVEMENT AND PROVIDE PARENTS ADDITIONAL CHOICES IN HOPES OF NARROWING THE ACHIEVEMENT GAP IN OHIO'S URBAN SCHOOLS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,225,862 | ExpenseAmt |
| Grant | $95,270 | GrantAmt |
| Revenue | $724,204 | RevenueAmt |
| Desc | CHARTER SCHOOL AUTHORIZING: THE THOMAS B. FORDHAM FOUNDATION SERVES AS THE AUTHORIZER FOR ELEVEN OHIO-BASED CHARTER SCHOOLS SERVING NEARLY 5,500 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,807,453 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY LABELLE | PersonNm |
| Phone | 2022235452 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1016 16TH ST NW 8TH FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| STEFANIE SANFORD | |||||||
| TRUSTEE | 0.50 | Yes (X) | $3,000 | $3,000 | $0 | ||
| ROD PAIGE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $3,000 | $3,000 | $0 | ||
| CAPRICE YOUNG | |||||||
| TRUSTEE | 0.50 | Yes (X) | $3,000 | $3,000 | $0 | ||
| BRUNO V MANNO | |||||||
| TRUSTEE | 0.50 | Yes (X) | $3,000 | $3,000 | $0 | ||
| DAVID DRISCOLL | |||||||
| CHAIRMAN/TRUSTEE | 0.50 | Yes (X) | $3,000 | $3,000 | $0 | Yes (X) | |
| CHESTER E FINN JR | |||||||
| PRESIDENT EMERITUS AND TRUSTEE | 3.50 | Yes (X) | $15,050 | $199,950 | $26,116 | Yes (X) | |
| THOMAS A HOLTON | |||||||
| SECRETARY AND TRUSTEE | 0.50 | Yes (X) | $3,000 | $3,000 | $0 | Yes (X) | |
| MICHAEL W KELLY | |||||||
| TREASURER AND TRUSTEE | 0.50 | Yes (X) | $3,000 | $3,000 | $0 | Yes (X) | |
| MICHAEL PETRILLI | |||||||
| PRESIDENT AND TRUSTEE | 10.00 | Yes (X) | $61,429 | $245,715 | $54,790 | Yes (X) | |
| GARY LABELLE | |||||||
| VP FOR FINANCE AND OPERATIONS | 25.00 | $89,000 | $89,000 | $33,055 | Yes (X) | ||
| AMBER NORTHERN | |||||||
| SENIOR VP FOR RESEARCH | 2.00 | $9,040 | $216,960 | $41,850 | Yes (X) | ||
| CHAD ALDIS | |||||||
| VP FOR OHIO POLICY AND ADVOCACY | 0.50 | $2,020 | $199,980 | $42,442 | Yes (X) | ||
| ROBERT PONDISCIO | |||||||
| SENIOR FELLOW AND VP OF EXTERNAL AFFAIRS | 0.00 | $0 | $151,205 | $33,974 | Yes (X) | ||
| KATHRYN MULLEN-UPTON | |||||||
| VP FOR SPONSORSHIP AND DAYTON | 47.50 | $148,200 | $7,800 | $34,560 | Yes (X) | ||
| ADAM TYNER | |||||||
| ASSOCIATE DIRECTOR OF RESEARCH | 0.00 | $0 | $100,750 | $18,747 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $345,739 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,232,360 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $285,534 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TALLEST TREE DIGITAL | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 LEE HILL RD | AddressLine1Txt |
| City | LEE | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03861 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | WEBSITE CONSULTANT | ServicesDesc |
| Compensation | $145,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $484,600 | GovernmentGrantsAmt |
| Total Contributions | $484,600 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPONSORSHIP INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $724,204 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $724,204 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $506,500 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $506,500 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,715,313 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $724,213 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $506,500 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,270 | TotalAmt |
| Program Services | $190,270 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,796 | TotalAmt |
| Program Services | $142,008 | ProgramServicesAmt |
| Management And General | $70,788 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,816 | TotalAmt |
| Program Services | $437,730 | ProgramServicesAmt |
| Management And General | $214,086 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,341 | TotalAmt |
| Program Services | $47,222 | ProgramServicesAmt |
| Management And General | $28,119 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,349 | TotalAmt |
| Program Services | $51,944 | ProgramServicesAmt |
| Management And General | $25,405 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,397 | TotalAmt |
| Program Services | $37,706 | ProgramServicesAmt |
| Management And General | $18,691 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,832 | TotalAmt |
| Program Services | $27,573 | ProgramServicesAmt |
| Management And General | $6,259 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $38,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $761,459 | TotalAmt |
| Program Services | $544,635 | ProgramServicesAmt |
| Management And General | $216,824 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,092 | TotalAmt |
| Program Services | $58,027 | ProgramServicesAmt |
| Management And General | $3,065 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,423 | TotalAmt |
| Program Services | $14,587 | ProgramServicesAmt |
| Management And General | $1,836 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,142 | TotalAmt |
| Program Services | $28,142 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,879 | TotalAmt |
| Program Services | $119,765 | ProgramServicesAmt |
| Management And General | $50,114 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,690 | TotalAmt |
| Program Services | $2,817 | ProgramServicesAmt |
| Management And General | $873 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,679 | TotalAmt |
| Program Services | $3,679 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,273 | TotalAmt |
| Program Services | $67,873 | ProgramServicesAmt |
| Management And General | $28,400 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,958 | TotalAmt |
| Program Services | $23,300 | ProgramServicesAmt |
| Management And General | $9,658 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TEMPS/INTERNS | $6,495 | $4,579 | $1,916 | $0 |
| MISCELLANEOUS | $11,125 | $5,596 | $5,529 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,527,016 | TotalAmt |
| Program Services | $1,807,453 | ProgramServicesAmt |
| Management And General | $719,563 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,077 | BOYAmt |
| EOY | $313,351 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $924,697 | BOYAmt |
| EOY | $208,634 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,918 | BOYAmt |
| EOY | $12,918 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,881,254 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,573,850 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,371,080 | BOYAmt |
| EOY | $2,307,404 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,890,853 | BOYAmt |
| EOY | $29,350,056 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,652,561 | BOYAmt |
| EOY | $35,142,141 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,068 | BOYAmt |
| EOY | $2,176,359 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,559,254 | BOYAmt |
| EOY | $69,510,863 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,177 | BOYAmt |
| EOY | $208,574 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,206,599 | BOYAmt |
| EOY | $2,883,954 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,561,843 | BOYAmt |
| EOY | $3,166,812 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,963,619 | BOYAmt |
| EOY | $6,259,340 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,595,635 | BOYAmt |
| EOY | $63,251,523 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,595,635 | BOYAmt |
| EOY | $63,251,523 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,559,254 | BOYAmt |
| EOY | $69,510,863 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$811,703 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,467,591 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS B FORDHAM INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311816446 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $2,527,016 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $2,527,016 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | Yes (true) | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt IV Sec B Ln 2 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ALSO PROVIDES GRANTS TO OTHER TAX-EXEMPT ORGANIZATIONS WITH SIMILAR MISSIONS TO THE CONTROLLING SUPPORTED ORGANIZATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $843,776 | OtherCostOrOtherBasisAmt |
| Book Value | $843,776 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,742,281 | OtherCostOrOtherBasisAmt |
| Depreciation | $580,760 | DepreciationAmt |
| Book Value | $1,161,521 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,026,905 | OtherCostOrOtherBasisAmt |
| Depreciation | $759,209 | DepreciationAmt |
| Book Value | $267,696 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $268,292 | OtherCostOrOtherBasisAmt |
| Depreciation | $233,881 | DepreciationAmt |
| Book Value | $34,411 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,307,404 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (35 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| KAYNE ANDERSON MEZZANINE PARTNERS, LP | $6,550 | F |
| AETHER REAL ASSETS I, LP | $257,862 | F |
| OCH ZIFF RE PARALLEL II B | $89,802 | F |
| LEGACY VENTURE VI | $2,677,028 | F |
| FEG ABSOLUTE ACCESS TEI FUND LLC | $1,123,195 | F |
| COWEN HEALTHCARE ROYALTY PARTNERS II LP | $244,338 | F |
| STRATEGIC VALUE SPECIAL SITUATIONS FEEDER FUND | $916,162 | F |
| EMERALD HILL CP III | $7,086,819 | F |
| LEGACY VENTURE VII | $2,832,406 | F |
| MASON WELLS BUYOUT FUND | $2,688,010 | F |
| PALO ALTO HEALTHCARE II | $2,061,762 | F |
| WCP NEWCOLD | $1,576,082 | F |
| BIENVILLE | $1,435,709 | F |
| EPIRIS II | $699,408 | F |
| WEBSTER CAPITAL | $1,142,598 | F |
| HARVEST MLP II | $912,866 | F |
| AMBERBROOK V, LLP | $151,484 | F |
| COMMONFUND CAPITAL NATURAL RESOUCES PARTNERS VIII, LP | $323,455 | F |
| VENTURE INVESTMENT ASSOCIATES ENERGY, LP | $188,066 | F |
| METROPOLITAN REAL ESTATE PARTNERS GLOBAL II | $139,325 | F |
| Q-BLK REAL ASSETS II | $888,814 | F |
| NORTHGATE PRIVATE EQUITY PARTNERS II | $57,635 | F |
| NORTHGATE VENTURE PARTNERS III | $518,773 | F |
| NORTHGATE IV | $258,843 | F |
| NEWLIN ENERGY PARTNERS II, LP | $180,346 | F |
| LIQUID REALTY PARTNERS IV, LP | $41,731 | F |
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND III, LLP | $278,961 | F |
| OCH ZIFF III | $349,183 | F |
| STRATEGIC VALUE III | $1,170,260 | F |
| ORBIMED ROYALTY | $397,148 | F |
| RESOURCE LAND HOLDINGS | $1,124,339 | F |
| SVSS IV | $1,080,877 | F |
| ROCKLAND PP | $261,229 | F |
| PIMCO BRAVO II | $1,129,460 | F |
| AMBERBROOK VII | $851,615 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $35,142,141 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BOND ISSUANCE COSTS | $231,291 |
| DUE FROM THOMAS B. FORDHAM INSTITUTE | $475,251 |
| INVESTMENT DISTRIBUTION RECEIVABLE | $1,469,817 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,176,359 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OBLIGATION DUE TO INTEREST RATE SWAP | Desc |
| Amt | $3,166,812 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,166,812 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt X, Line 2 | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT ANNUALLY REVIEWS ITS TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| DAYTON FOUNDATION | ||||||||||
| 1401 S MAIN ST STE 100 | DAYTON | OH | 45409 | 316027287 | 501c3 | $41,250 | $0 | N/A | N/A | VARIOUS |
| DAYTON LEADERSHIP ACADEMIES | ||||||||||
| 1416 W RIVERVIEW AVE | DAYTON | OH | 45402 | 311600674 | 501c3 | $31,397 | $0 | N/A | N/A | COVID SUPPORT |
| UNITED SCHOOLS NETWORK | ||||||||||
| 1469 E MAIN ST | COLUMBUS | OH | 43205 | 462265149 | 501c3 | $26,700 | $0 | N/A | N/A | COVID SUPPORT |
| TEACH FOR AMERICA | ||||||||||
| 25 BROADWAY 12TH FL | NEW YORK | NY | 10004 | 133541913 | 501c3 | $20,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| KIPP COLUMBUS | ||||||||||
| 2900 INSPIRE DR | COLUMBUS | OH | 43224 | 208627107 | 501c3 | $19,678 | $0 | N/A | N/A | COVID SUPPORT |
| SCIOTOVILLE COMMUNITY SCHOOL | ||||||||||
| 224 MARSHALL AVE | PORTSMOUTH | OH | 45662 | 311758579 | 501c3 | $12,906 | $0 | N/A | N/A | COVID SUPPORT |
| DAYTON EARLY COLLEGE ACADEMY | ||||||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | 260463618 | 501c3 | $10,207 | $0 | N/A | N/A | COVID SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt I Line 2 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ASKS FOR WRITTEN REPORTS ON THE USE OF FUNDS AND COMMUNICATES WITH THE ORGANIZATIONS RECEIVING THE GRANTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHESTER E FINN JR | |||||||||||||
| $15,050 | $199,950 | $0 | $0 | $0 | $0 | $1,806 | $23,994 | $25 | $341 | $16,881 | $224,285 | $0 | $0 |
| MICHAEL PETRILLI | |||||||||||||
| $58,575 | $234,297 | $2,855 | $11,418 | $0 | $0 | $7,520 | $30,080 | $3,438 | $13,752 | $72,388 | $289,547 | $0 | $0 |
| GARY LABELLE | |||||||||||||
| $84,000 | $84,000 | $5,000 | $5,000 | $0 | $0 | $10,680 | $10,680 | $5,848 | $5,848 | $105,528 | $105,528 | $0 | $0 |
| AMBER NORTHERN | |||||||||||||
| $8,740 | $209,760 | $300 | $7,200 | $0 | $0 | $1,085 | $26,035 | $589 | $14,141 | $10,714 | $257,136 | $0 | $0 |
| CHAD ALDIS | |||||||||||||
| $1,900 | $188,100 | $120 | $11,880 | $0 | $0 | $242 | $23,998 | $182 | $18,020 | $2,444 | $241,998 | $0 | $0 |
| ROBERT PONDISCIO | |||||||||||||
| $0 | $150,208 | $0 | $1,000 | $0 | $0 | $0 | $18,145 | $0 | $15,829 | $0 | $185,182 | $0 | $0 |
| KATHRYN MULLEN-UPTON | |||||||||||||
| $142,500 | $7,500 | $5,700 | $300 | $0 | $0 | $17,784 | $936 | $15,048 | $792 | $181,032 | $9,528 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT OF COLUMBIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 536001131 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2017-12-20 | BondIssuedDt |
| Issue Price | $6,426,000 | IssuePriceAmt |
| Purpose | REFUND A PRIOR ISSUE | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $6,426,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $126,000 | IssuanceCostsFromProceedsAmt |
| Substantial Completion | 2007 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (true) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Change In Use Bond Financed Prop | 0.00000 | ChangeInUseBondFinancedPropPct |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Term Of Hedge | 0.000000000000 | TermOfHedgePct |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Term Of GIC | 0.000000000000 | TermOfGICPct |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS B FORDHAM INSTITUTE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1016 16TH ST NW FLR 8 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311816446 | EIN |
| Primary Activities | EDUCATION AND AWARENESS | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(c)3 | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS B FORDHAM INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionTypeTxt |
| Involved | $3,165,957 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
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