BELLWETHER EDUCATION PARTNERS INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BELLWETHER EDUCATION PARTNERS INC (EIN 26-1914515)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-03-27
- IRS object ID
- 202530869349300103
- Schema version
- 2023v6.0
- 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 | 2025-03-27T05:30:03-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BATTERYMARCH PARK SUITE 100 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261914515 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELLWETHER EDUCATION PARTNERS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELL | BusinessNameControlTxt |
| Phone | 8776360909 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 HARRISON AVE STE 605 PMB 735636 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA GIFFORD GOLDBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8776360909 | PhoneNum |
| Signature | 2025-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHANNON CROWLEY | PreparerPersonNm |
| PTIN | P01594935 | PTIN |
| Phone | 7819821001 | PhoneNum |
| Preparation | 2025-02-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | REBECCA GIFFORD GOLDBERG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 HARRISON AVE STE 605 PMB 735636 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,320,490 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | BELLWETHER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | HELPING ED. ORGS. ACHIEVE RESULTS THROUGH POLICY ANALYSIS/EVALUATION/STRATEGIC SUPPORT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 132 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,212,899 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,276,174 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,373,331 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,627,767 | CYProgramServiceRevenueAmt |
| PY Investment Income | $256,362 | PYInvestmentIncomeAmt |
| CY Investment Income | $416,549 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $34,842,592 | PYTotalRevenueAmt |
| CY Total Revenue | $28,320,490 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,114,667 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,140,921 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,209,526 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,568,733 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $497,136 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,830,111 | PYOtherExpensesAmt |
| CY Other Expenses | $6,394,731 | CYOtherExpensesAmt |
| PY Total Expenses | $26,154,304 | PYTotalExpensesAmt |
| CY Total Expenses | $31,104,385 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,688,288 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,783,895 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,118,885 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,442,872 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,634,596 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,515,117 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,484,289 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,927,755 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BELLWETHER IS A NATIONAL NONPROFIT THAT EXISTS TO TRANSFORM EDUCATION TO ENSURE YOUNG PEOPLE ACHIEVE OUTCOMES THAT LEAD TO FULFILLING LIVES AND FLOURISHING COMMUNITIES. WE WORK HAND IN HAND WITH EDUCATION LEADERS AND ORGANIZATIONS TO ACCELERATE THEIR IMPACT, INFORM AND INFLUENCE POLICY AND PROGRAM DESIGN, AND SHARE WHAT WE LEARN ALONG THE WAY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,024,175 | ExpenseAmt |
| Grant | $3,140,921 | GrantAmt |
| Revenue | $22,627,767 | RevenueAmt |
| Desc | WE SUPPORT EDUCATION ORGANIZATIONS AND LEADERS THROUGH A BLEND OF GRANT-FUNDED PROGRAMS TO BENEFIT THE FIELD AT LARGE AND CUSTOMIZED CONSULTING SERVICES FOR ORGANIZATIONS AND INDIVIDUALS IN PUBLIC EDUCATION. OUR ACTIVITIES FOCUS ON: THOUGHT LEADERSHIP AND PUBLISHING FOR THE FIELD, STRATEGIC ADVISING AND CONSULTING, AND EVALUATION. BELLWETHER'S PROGRAMS AND SERVICES ARE AIMED AT IMPROVING THE EFFECTIVENESS OF EDUCATION ORGANIZATIONS AT A CRUCIAL MOMENT FOR YOUNG PEOPLE. THIS REQUIRES DRAMATICALLY BETTER OUTCOMES FROM OUR PUBLIC EDUCATION SYSTEM. DURING NEARLY TWO DECADES OF OPERATIONS, WE HAVE REACHED OVER 700 ORGANIZATIONS THROUGH STRATEGIC ADVISING AND CONSULTING, THOUGHT LEADERSHIP AND EVALUATION SERVICES AND WE HAVE REACHED COUNTLESS OTHERS THROUGH HUNDREDS OF PUBLICATIONS, BLOG POSTS, AND RESOURCES ON KEY ISSUES REGARDING EDUCATION POLICY AND PRACTICE. | Desc |
| Total Program Service Expenses | $27,024,175 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 88 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 132 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL SZEKELY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8776360909 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 HARRISON AVE STE 605 PMB 735636 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANDREW ROTHERHAM | ||||||||
| PARTNER, POLICY AND EVALUATION | 40.00 | Yes (X) | $431,670 | $0 | $31,178 | |||
| MARY WELLS | ||||||||
| PRESIDENT/PARTNER-STRATEGIC ADVISING | 40.00 | $372,769 | $0 | $22,976 | Yes (X) | Yes (X) | ||
| REBECCA GIFFORD GOLDBERG | ||||||||
| PARTNER, STRATEGIC ADVISING | 40.00 | Yes (X) | $370,297 | $0 | $13,989 | |||
| JENNIFER SCHIESS | ||||||||
| PARTNER, POLICY & EVALUATION | 40.00 | Yes (X) | $344,792 | $0 | $33,864 | |||
| JULIE SQUIRE | ||||||||
| PARTNER, POLICY AND EVALUATION | 40.00 | Yes (X) | $318,500 | $0 | $21,995 | |||
| MELISSA STEEL KING | ||||||||
| PARTNER, POLICY AND EVALUATION | 40.00 | $296,437 | $0 | $12,211 | Yes (X) | |||
| ANSON JACKSON | ||||||||
| PARTNER, STRATEGIC ADVISING | 40.00 | $292,687 | $0 | $26,182 | Yes (X) | |||
| DAWANA WILLIAMSON | ||||||||
| COO, PARTNER | 40.00 | Yes (X) | $285,581 | $0 | $29,251 | |||
| ALEX CORTEZ | ||||||||
| PARTNER, STRATEGIC ADVISING | 40.00 | $276,851 | $0 | $19,572 | Yes (X) | |||
| AKESHIA CRAVEN-HOWELL | ||||||||
| PARTNER, STRATEGIC ADVISING | 40.00 | $274,994 | $0 | $18,289 | Yes (X) | |||
| NICHOLAS LEE | ||||||||
| PARTNER, POLICY AND EVALUATION | 40.00 | $269,382 | $0 | $12,574 | Yes (X) | |||
| GRACE HEINTZ | ||||||||
| CHAIRMAN/DIR. & SECRETARY | 5.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| AARON MILLER | ||||||||
| DIRECTOR/TREASURER | 5.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| EBONY LEE | ||||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| TINA FERNANDEZ | ||||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| PAUL REVILLE | ||||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| LT GENERAL CHARLES HOOPER | ||||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,533,960 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $242,081 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 76 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AGUAS CONSULTING LLC | |||||
| 991 TAYLOR STREET | SAN JOSE | CA | 95112 | FISCALLY SPONSORED PROGRAM SUPPORT | $398,500 |
| LEADING ELEPHANTS LLC | |||||
| 598 BLEEKER STREET | CHARLOTTESVILLE | VA | 22903 | PROFESSIONAL DEVELOPMENT/DEI | $327,356 |
| PILLARS LLC | |||||
| 149 W STREET NORTHWEST APT 33 | WASHINGTON | DC | 20001 | PROJECT CONSULTING SUPPORT | $294,599 |
| HELLER CONSULTING INC | |||||
| 145 CORTE MADERA TOWN CENTER | CORTE MADERA | CA | 94925 | SALESFORCE SUPPORT | $131,770 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,276,174 | AllOtherContributionsAmt |
| Total Contributions | $5,276,174 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE FEES | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $22,627,767 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,627,767 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,627,767 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $416,549 | TotalRevenueColumnAmt |
| Exclusion | $416,549 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,320,490 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,627,767 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $416,549 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,140,921 | TotalAmt |
| Program Services | $3,140,921 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,452,791 | TotalAmt |
| Program Services | $1,670,266 | ProgramServicesAmt |
| Management And General | $520,789 | ManagementAndGeneralAmt |
| Fundraising | $261,736 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,401,697 | TotalAmt |
| Program Services | $14,535,552 | ProgramServicesAmt |
| Management And General | $1,681,290 | ManagementAndGeneralAmt |
| Fundraising | $184,855 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,988 | TotalAmt |
| Program Services | $480,517 | ProgramServicesAmt |
| Management And General | $51,008 | ManagementAndGeneralAmt |
| Fundraising | $6,463 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $901,590 | TotalAmt |
| Program Services | $769,260 | ProgramServicesAmt |
| Management And General | $119,095 | ManagementAndGeneralAmt |
| Fundraising | $13,235 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,274,667 | TotalAmt |
| Program Services | $1,106,592 | ProgramServicesAmt |
| Management And General | $143,760 | ManagementAndGeneralAmt |
| Fundraising | $24,315 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,082 | TotalAmt |
| Management And General | $65,082 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,502 | TotalAmt |
| Management And General | $112,502 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,971,242 | TotalAmt |
| Program Services | $2,676,359 | ProgramServicesAmt |
| Management And General | $294,129 | ManagementAndGeneralAmt |
| Fundraising | $754 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,782 | TotalAmt |
| Program Services | $5,782 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,428 | TotalAmt |
| Program Services | $241,212 | ProgramServicesAmt |
| Management And General | $96,216 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,165 | TotalAmt |
| Program Services | $78,513 | ProgramServicesAmt |
| Management And General | $10,568 | ManagementAndGeneralAmt |
| Fundraising | $2,084 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,417,528 | TotalAmt |
| Program Services | $1,168,181 | ProgramServicesAmt |
| Management And General | $249,347 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,853 | TotalAmt |
| Program Services | $60,001 | ProgramServicesAmt |
| Management And General | $7,278 | ManagementAndGeneralAmt |
| Fundraising | $1,574 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,705 | TotalAmt |
| Program Services | $79,840 | ProgramServicesAmt |
| Management And General | $10,745 | ManagementAndGeneralAmt |
| Fundraising | $2,120 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FISCAL SPONSORSHIP | $902,056 | $902,056 | |
| DUES AND SUBSCRIPTIONS | $292,726 | $108,058 | $184,668 |
| MISCELLANEOUS | $37,662 | $1,065 | $36,597 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,104,385 | TotalAmt |
| Program Services | $27,024,175 | ProgramServicesAmt |
| Management And General | $3,583,074 | ManagementAndGeneralAmt |
| Fundraising | $497,136 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,943,786 | BOYAmt |
| EOY | $1,389,110 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,664,161 | BOYAmt |
| EOY | $1,320,065 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,240,839 | BOYAmt |
| EOY | $2,116,634 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,322,734 | BOYAmt |
| EOY | $3,448,620 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,984 | BOYAmt |
| EOY | $384,902 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $272,403 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $163,771 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,463 | BOYAmt |
| EOY | $108,632 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,156,823 | BOYAmt |
| EOY | $11,667,926 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,945 | BOYAmt |
| EOY | $106,513 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,231,150 | BOYAmt |
| EOY | $900,470 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,118,885 | BOYAmt |
| EOY | $21,442,872 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,444,955 | BOYAmt |
| EOY | $4,408,217 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,641 | BOYAmt |
| EOY | $106,900 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,634,596 | BOYAmt |
| EOY | $4,515,117 | 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 | $9,715,676 | BOYAmt |
| EOY | $12,086,956 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,768,613 | BOYAmt |
| EOY | $4,840,799 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,484,289 | BOYAmt |
| EOY | $16,927,755 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,118,885 | BOYAmt |
| EOY | $21,442,872 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,783,895 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $227,361 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,039,945 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,681,640 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,312,054 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,212,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,276,174 | CurrentTaxYearAmt |
| Total | $39,522,712 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,493,441 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,960,125 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,825,501 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,373,331 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,627,767 | CurrentTaxYearAmt |
| Total | $78,280,165 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,533,386 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,641,765 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,137,555 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,586,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,903,941 | CurrentTaxYearAmt |
| Total | $117,802,877 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,936,444 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,606,379 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,992,023 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,109,105 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,344,157 | CurrentTaxYearAmt |
| Total | $26,988,108 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,482,203 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,763,564 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,476,289 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,876,794 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,706,994 | CurrentTaxYearAmt |
| Total | $21,305,844 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,418,647 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,369,943 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,468,312 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,985,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,051,151 | CurrentTaxYearAmt |
| Total | $48,293,952 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $69,508,925 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,221 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,705 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,896 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $256,362 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $416,549 | CurrentTaxYearAmt |
| Total | $750,733 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,221 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,705 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,896 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $256,362 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $416,549 | CurrentTaxYearAmt |
| Total | $750,733 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,578,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,664,470 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,147,451 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,842,592 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,320,490 | CurrentTaxYearAmt |
| Total | $118,553,610 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.58630 | PublicSupportCY509Pct |
| Public Support PY509 | 0.57780 | PublicSupportPY509Pct |
| Investment Income CY | 0.00630 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00330 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $272,403 | OtherCostOrOtherBasisAmt |
| Depreciation | $163,771 | DepreciationAmt |
| Book Value | $108,632 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $108,632 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CORPORATE BONDS | $8,215,262 | F |
| FEDERAL AND MUNICIPAL OBLIGATIONS | $3,452,664 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,667,926 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING RIGHT-OF-USE LEASE LIABILITIES | Desc |
| Amt | $106,900 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $106,900 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,547,851 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $227,361 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $227,361 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,320,490 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,320,490 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $31,104,385 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $31,104,385 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,104,385 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION SUBJECT TO SECTION 501(C)(3) OF THE IRC. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| EDUCATION FOUNDATION OF SARASOTA COUNTY INC | ||||||||
| 1960 LANDINGS BLVD SUITE 120 | SARASOTA | FL | 34231 | 592320858 | 501(C)(3) | $100,000 | $0 | TO SUPPORT DESIGNING OR DEVELOPING NEW SOLUTIONS TO HELP FAMILIES FURTHEST FROM OPPORTUNITY ACCESS FLEXIBLE, PERSONALIZED LEARNING OPTIONS |
| EDWARD CHARLES FOUNDATION | ||||||||
| 269 SOUTH BEVERLY DRIVE SUITE 338 | BEVERLY HILLS | CA | 90212 | 264245043 | 501(C)(3) | $400,000 | $0 | TO SUPPORT DESIGNING OR DEVELOPING AND LAUNCHING, PILOTING, OR IMPLEMENTING NEW SOLUTIONS TO HELP FAMILIES FURTHEST FROM OPPORTUNITY ACCESS FLEXIBLE, PERSONALIZED LEARNING OPTIONS |
| FAMILIES EMPOWERED | ||||||||
| 2050 N LOOP W SUITE 230 | HOUSTON | TX | 77018 | 271912105 | 501(C)(3) | $100,000 | $0 | TO SUPPORT DESIGNING OR DEVELOPING NEW SOLUTIONS TO HELP FAMILIES FURTHEST FROM OPPORTUNITY ACCESS FLEXIBLE, PERSONALIZED LEARNING OPTIONS |
| GREATSCHOOLS INC | ||||||||
| 66 FRANKLIN ST SUITE 300 | OAKLAND | CA | 94607 | 943311628 | 501(C)(3) | $100,000 | $0 | TO SUPPORT DESIGNING OR DEVELOPING NEW SOLUTIONS TO HELP FAMILIES FURTHEST FROM OPPORTUNITY ACCESS FLEXIBLE, PERSONALIZED LEARNING OPTIONS |
| INSTITUTE FOR QUALITY EDUCATION | ||||||||
| 101 W OHIO ST SUITE 700 | INDIANAPOLIS | IN | 46204 | 351836687 | 501(C)(3) | $100,000 | $0 | TO SUPPORT DESIGNING OR DEVELOPING NEW SOLUTIONS TO HELP FAMILIES FURTHEST FROM OPPORTUNITY ACCESS FLEXIBLE, PERSONALIZED LEARNING OPTIONS |
| PRIMARY CLASS INC DBA ODYSSEY | ||||||||
| 228 PARK AVE S PMB 18249 | NEW YORK | NY | 10003 | 873895718 | $100,000 | $0 | TO SUPPORT DESIGNING OR DEVELOPING NEW SOLUTIONS TO HELP FAMILIES FURTHEST FROM OPPORTUNITY ACCESS FLEXIBLE, PERSONALIZED LEARNING OPTIONS | |
| PAUL QUINN COLLEGE | ||||||||
| 3837 SIMPSON STUART RD | DALLAS | TX | 75241 | 741238438 | 501(C)(3) | $100,000 | $0 | TO SUPPORT SUBGRANT FOR TEA CHARTER SCHOOL INCUBATOR SUBC / IN DISTRICT CHARTER PROGRAM |
| THE CHILDREN'S SCHOLARSHIP FUND | ||||||||
| 180 LOUDON RD | CONCORD | NH | 03301 | 134002189 | 501(C)(3) | $400,000 | $0 | TO SUPPORT DESIGNING OR DEVELOPING AND LAUNCHING, PILOTING, OR IMPLEMENTING NEW SOLUTIONS TO HELP FAMILIES FURTHEST FROM OPPORTUNITY ACCESS FLEXIBLE, PERSONALIZED LEARNING OPTIONS |
| UNIVERSITY OF SOUTH CAROLINA | ||||||||
| 1600 HAMPTON STREET SUITE 612 | COLUMBIA | SC | 29208 | 576001153 | 501(C)(3) | $10,000 | $0 | TO SUPPORT SUB-GRANT TO UNIVERSITY OF SOUTH CAROLINA FOR SUPPORT OF POLICY ACADEMY |
| GROUNDSWELL NETWORK INC | ||||||||
| 282 SACKETT ST APT 4 | BROOKLYN | NY | 11231 | 931682003 | 501(C)(3) | $24,000 | $0 | TO SUPPORT FINAL TRANSFER OF FUNDS HELD UNDER FISCAL SPONSORSHIP AGREEMENT |
| EDBUILD INC | ||||||||
| 740 15TH ST NW SUITE 800 | WASHINGTON | DC | 20005 | 471019692 | 501(C)(3) | $1,676,921 | $0 | TO SUPPORT FINAL TRANSFER OF FUNDS HELD UNDER FISCAL SPONSORSHIP AGREEMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BELLWETHER DOES NOT MONITOR THE USE OF GRANTS PAID TO FISCALLY SPONSORED PROGRAMS, UPON SPINOUT, IN CASES WHEN THE FUNDING RESTRICTIONS HAVE BEEN MET OR GRANTS HAVE BEEN RE-ASSIGNED BY THE ORIGINAL FUNDER. BECAUSE THEY WERE PROVIDED TO ORGANIZATIONS THAT RECEIVED TAX-EXEMPT STATUS PROVIDED UNDER SECTION 501(C)(3) AND THE RECIPIENTS ARE TAX-EXEMPT ORGANIZATIONS THAT ARE REQUIRED TO MONITOR THE USE OF THEIR CHARITABLE ASSETS. IN CASES WHEN ANY REMAINING RESTRICTIONS REMAIN IN PLACE, BELLWETHER WILL CONTINUE TO MONITOR THE SPENDING AND WORK WITH THE FORMERLY SPONSORED PROGRAM TO ENSURE COMPLIANCE. FOR FUNDER DESIGNATED SUB-GRANTS AS PART OF OUR PROGRAMMATIC WORK, NARRATIVE AND FINANCIAL REPORTS ARE REQUIRED FROM ALL SUB-GRANTEES AS PER THE PRIMARY FUNDER'S GUIDELINES. BELLWETHER MONITORS ALL PROGRAM PARTICIPATION AND ACTIVITIES AND ACTIVELY WORKS WITH SUB-GRANTEES, IN ALIGNMENT WITH BELLWETHER'S GRANT TERMS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW ROTHERHAM | ||||||||||||||
| PARTNER, POLICY AND EVALUATION | $341,420 | $0 | $90,250 | $0 | $0 | $0 | $13,200 | $0 | $17,978 | $0 | $462,848 | $0 | $0 | $0 |
| MARY WELLS | ||||||||||||||
| PRESIDENT/PARTNER-STRATEGIC ADVISING | $296,010 | $0 | $76,759 | $0 | $0 | $0 | $13,200 | $0 | $9,776 | $0 | $395,745 | $0 | $0 | $0 |
| REBECCA GIFFORD GOLDBERG | ||||||||||||||
| PARTNER, STRATEGIC ADVISING | $288,397 | $0 | $81,900 | $0 | $0 | $0 | $13,200 | $0 | $789 | $0 | $384,286 | $0 | $0 | $0 |
| JENNIFER SCHIESS | ||||||||||||||
| PARTNER, POLICY & EVALUATION | $262,892 | $0 | $81,900 | $0 | $0 | $0 | $13,200 | $0 | $20,664 | $0 | $378,656 | $0 | $0 | $0 |
| JULIE SQUIRE | ||||||||||||||
| PARTNER, POLICY AND EVALUATION | $254,750 | $0 | $63,750 | $0 | $0 | $0 | $13,079 | $0 | $8,916 | $0 | $340,495 | $0 | $0 | $0 |
| MELISSA STEEL KING | ||||||||||||||
| PARTNER, POLICY AND EVALUATION | $238,837 | $0 | $57,600 | $0 | $0 | $0 | $11,895 | $0 | $316 | $0 | $308,648 | $0 | $0 | $0 |
| ANSON JACKSON | ||||||||||||||
| PARTNER, STRATEGIC ADVISING | $230,287 | $0 | $62,400 | $0 | $0 | $0 | $12,087 | $0 | $14,095 | $0 | $318,869 | $0 | $0 | $0 |
| DAWANA WILLIAMSON | ||||||||||||||
| COO, PARTNER | $237,181 | $0 | $48,400 | $0 | $0 | $0 | $11,768 | $0 | $17,483 | $0 | $314,832 | $0 | $0 | $0 |
| ALEX CORTEZ | ||||||||||||||
| PARTNER, STRATEGIC ADVISING | $232,788 | $0 | $44,063 | $0 | $0 | $0 | $11,291 | $0 | $8,281 | $0 | $296,423 | $0 | $0 | $0 |
| AKESHIA CRAVEN-HOWELL | ||||||||||||||
| PARTNER, STRATEGIC ADVISING | $229,169 | $0 | $45,825 | $0 | $0 | $0 | $11,081 | $0 | $7,208 | $0 | $293,283 | $0 | $0 | $0 |
| NICHOLAS LEE | ||||||||||||||
| PARTNER, POLICY AND EVALUATION | $227,082 | $0 | $42,300 | $0 | $0 | $0 | $10,814 | $0 | $1,760 | $0 | $281,956 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | BONUSES ARE AWARDED ON AN ANNUAL BASIS WHICH ARE BASED ON A NUMBER OF FACTORS INCLUDING: THE OVERALL FINANCIAL HEALTH OF THE ORGANIZATION, THE INDIVIDUAL'S CONTRIBUTION TO THE ORGANIZATION, HOW BUSY THE SERVICE LINE IN WHICH THAT INDIVIDUAL WORKS WAS DURING THE YEAR, AND HOW THE PERSON HELPED TO BUILD THE ORGANIZATION AND CONTRIBUTE TO THE CULTURE. SEE THE DESCRIPTION OF THE MANAGEMENT COMPENSATION POLICY ON SCHEDULE O. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | ONCE THE FORM 990 IS COMPLETE, IT IS SENT TO MARY WELLS, PRESIDENT, AS WELL AS TO THE BOARD MEMBERS COMPRISING THE AUDIT COMMITTEE. THE FORM 990 IS REVIEWED AND NOTES AND QUESTIONS ARE DISCUSSED. THE FORM 990 IS THEN CIRCULATED TO THE FULL BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, DIRECTORS, KEY EMPLOYEES, OFFICERS AND MEMBERS OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS WHO HAVE A DIRECT OR INDIRECT FINANCIAL INTEREST (I.E. INTERESTED PERSON) HAVE A DUTY TO DISCLOSE AND SHALL FULLY DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. UPON DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST AND ALL MATERIAL FACTS AND AFTER DISCUSSION WITH THE INTERESTED PERSON HE OR SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DETERMINE IF A CONFLICT OF INTEREST EXISTS. THE MINUTES TO THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN THE NAMES OF PERSONS WHO DISCLOSED OR WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT AND THE DECISION AS TO WHETHER THE CONFLICT OF INTEREST EXISTS. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A DISCLOSURE STATEMENT WHICH AFFIRMS EACH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ, UNDERSTANDS AND HAS AGREED TO COMPLY WITH THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | BELLWETHER EDUCATION PARTNERS ENGAGED AN OUTSIDE FIRM TO CONDUCT AN EXTENSIVE COMPENSATION STUDY IN FY24 TO ENSURE THAT COMPENSATION FOR THE PRESIDENT, ALL PARTNERS AND EXECUTIVES WERE REASONABLE AND COMPARABLE WITH OTHER INSTITUTIONS IN THE SAME INDUSTRY. A RANGE OF SOURCES ACROSS MULTIPLE SECTORS - EDUCATION, RESEARCH INSTITUTES & PUBLIC POLICY, PRIVATE, NONPROFIT - WERE REVIEWED AND COMPARED TO ASSESS THE DEGREE TO WHICH BELLWETHER COMPENSATION EXCEEDED OR FELL BELOW NATIONAL BENCHMARKS. ONCE THE COMPENSATION WAS ESTABLISHED, THE BOARD OF DIRECTORS REVIEWED AND APPROVED. ALL DATA, DELIBERATIONS AND DECISIONS WERE DOCUMENTED CONTEMPORANEOUSLY. THOSE MEMBERS OF THE BOARD WHOSE COMPENSATION WAS BEING DETERMINED DID NOT PARTICIPATE IN THE REVIEW OR APPROVAL. CURRENT YEAR COMPENSATION ADJUSTMENTS ARE REVIEWED AND APPROVED BY THE BOARD AS PART OF THE BUDGET PROCESS. THIS PROCESS WAS LAST COMPLETED IN 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY & FINANCIAL STATEMENTS UPON REQUEST. CONTACT INFORMATION IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. |