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BLUE MERIDIAN PARTNERS INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BLUE MERIDIAN PARTNERS INC (EIN 81-5086187)
Tax period
2022-10-01 to 2023-09-30
Filed
2024-08-15
IRS object ID
202442289349301404
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2024-08-15T08:56:17-05:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 TIMES SQUAREAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN815086187EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BLUE MERIDIAN PARTNERS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBLUEBusinessNameControlTxt
Phone2125519100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1477 MADISON AVE 6TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAY NEMOTOPersonNm
Person TitleCFBOPersonTitleTxt
Phone2125519100PhoneNum
Signature2024-08-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLYNNE JOHNSONPreparerPersonNm
PTINP00757336PTIN
Phone2123721000PhoneNum
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKAY NEMOTOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1477 MADISON AVE 6TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,688,330,109GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BLUEMERIDIAN.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2017FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionBLUE MERIDIAN PARTNERS FINDS AND FUNDS SCALABLE SOLUTIONS TO PROBLEMS THAT TRAP AMERICA'S YOUTH AND FAMILIES IN POVERTY AND LIMIT ECONOMIC MOBILITY.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee86TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$2,613,149TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$929,984NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,180,711,203PYContributionsGrantsAmt
CY Contributions Grants$321,200,527CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$534,000CYProgramServiceRevenueAmt
PY Investment Income$31,813,953PYInvestmentIncomeAmt
CY Investment Income$31,587,782CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,212,525,156PYTotalRevenueAmt
CY Total Revenue$353,322,309CYTotalRevenueAmt
PY Grants And Similar Paid$374,225,757PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$439,531,746CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$23,551,634PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$26,812,871CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,522,555CYTotalFundraisingExpenseAmt
PY Other Expenses$14,947,796PYOtherExpensesAmt
CY Other Expenses$15,315,092CYOtherExpensesAmt
PY Total Expenses$412,725,187PYTotalExpensesAmt
CY Total Expenses$481,659,709CYTotalExpensesAmt
PY Revenues Less Expenses$799,799,969PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$128,337,400CYRevenuesLessExpensesAmt
Total Assets BOY$2,400,151,638TotalAssetsBOYAmt
Total Assets EOY$2,261,435,517TotalAssetsEOYAmt
Total Liabilities BOY$3,501,130TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,734,147TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,396,650,508NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,254,701,370NetAssetsOrFundBalancesEOYAmt
MissionBLUE MERIDIAN PARTNERS (BMP) FINDS AND FUNDS SCALABLE SOLUTIONS TO PROBLEMS THAT TRAP AMERICA'S YOUTH AND FAMILIES IN POVERTY AND LIMIT ECONOMIC MOBILITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$473,901,608ExpenseAmt
Grant$439,531,746GrantAmt
Revenue$534,000RevenueAmt
DescBLUE MERIDIAN PARTNERS FINDS AND FUNDS SCALABLE SOLUTIONS TO THE PROBLEMS THAT LIMIT ECONOMIC MOBILITY AND TRAP AMERICA'S AND YOUNG PEOPLE AND FAMILIES IN POVERTY. BLUE MERIDIAN POOLS PHILANTHROPIC CAPITAL TO MAKE FLEXIBLE, LONG-TERM INVESTMENTS AND PROVIDE SUSTAINED STRATEGIC PLANNING AND OPERATIONAL SUPPORT TO HELP SOCIAL SECTOR LEADERS EXPAND THE REACH, IMPACT, AND INFLUENCE OF THEIR SOLUTIONS.Desc
Total Program Service Expenses$473,901,608TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document30IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee86EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NANCY ROOBBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2125519100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1477 MADISON AVENUE 6TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
NANCY ROOB
PRESIDENT AND CEO45.00Yes (X)Yes (X)$1,135,212$0$101,712
GEOFFREY CANADA SEE SCH O
DIRECTOR5.00Yes (X)$60,000$0$0
CONNIE BALLMER
DIRECTOR2.00Yes (X)$0$0$0
JAMES M CLARK
DIRECTOR2.00Yes (X)$0$0$0
W DON CORNWELL
DIRECTOR2.00Yes (X)$0$0$0
STEVEN A DENNING
DIRECTOR (THRU 10/17/2022)2.00Yes (X)$0$0$0
KEVIN W KENNEDY
DIRECTOR2.00Yes (X)$0$0$0
GEORGE PAVLOV
DIRECTOR2.00Yes (X)$0$0$0
STACY SCHUSTERMAN
DIRECTOR2.00Yes (X)$0$0$0
RANDI TEPPER
DIRECTOR2.00Yes (X)$0$0$0
STANLEY DRUCKMILLER
BOARD CHAIR4.00Yes (X)Yes (X)$0$0$0
JAMES H SHELTON
CHIEF INVESTMENT AND IMPACT OFFICER50.00Yes (X)$779,035$0$101,595
RALPH STEFANO TREASURER
SECRETARY, CFO (UNTIL 10/17/22)45.00Yes (X)$611,913$0$77,176
KAY NEMOTO CHIEF FINANCIAL
& BUSINESS OFFICER (FROM 10/17/22)50.00Yes (X)$251,113$0$21
KELLY L CAMPBELL
MAN. DIR., PORTFOLIO STRATEGY & MGMT50.00$560,295$0$74,579Yes (X)
TIFFANY GUEYE
SENIOR ADVISOR45.00$374,733$0$58,240Yes (X)
MINDY S TARLOW
MAN. DIR., PORTFOLIO STRATEGY & MGMT50.00$524,882$0$64,504Yes (X)
MICAH L CARR
CHIEF BRANDING OFFICER50.00$477,600$0$82,796Yes (X)
TIA BREAKLEY CHIEF STRAT
DEVELOP. OFF./CHIEF GOVERN. OFF.50.00$596,683$0$101,677Yes (X)
CAROL PLEDGER INTERIM CHIEF
ADMIN. OFFICER (UNTIL 6/30/23)45.00$609,389$0$69,354Yes (X)
LISSETTE RODRIGUEZ
MAN. DIR., PORTFOLIO STRATEGY & MGMT40.00$544,349$0$81,124Yes (X)
ELIZABETH PAWLSON
MAN. DIR., PORTFOLIO STRATEGY & MGMT50.00$494,665$0$61,327Yes (X)
CECILIA GUTIERREZ
MAN. DIR., PORTFOLIO STRATEGY & MGMT.50.00$515,870$0$50,163Yes (X)
SPENCER KYMPTON
MANAGING DIRECTOR, PORTFOLIO50.00$486,860$0$79,198Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$8,022,599TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,003,466TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K60IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
THE BRIDGESPAN GROUP
2 COPLEY PLACE 7TH FLOOR SUITE 37BOSTONMA02116PROGRAM AND GRANTEE CONSULTING$3,342,304
ERNST & YOUNG US LLP
PO BOX 640382PITTSBURGHPA152640382STRATEGY DEVELOPMENT CONSULTING$1,158,273
PATTERSON BELKNAP WEBB & TYLER LLP
1133 AVENUE OF THE AMERICASNEW YORKNY10036LEGAL CONSULTING$898,145
BRUNSWICK GROUP LLC
1114 6TH AVENUE 24TH FLOORNEW YORKNY10036BRANDING AND COMMUNICATIONS CONSULTING$560,000
G H SMART & COMPANY LLC
24505 NETWORK PLACECHICAGOIL606731245LEADERSHIP ADVISORY CONSULTING$500,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K13CntrctRcvdGreaterThan100KCnt
All Other Contributions$321,200,527AllOtherContributionsAmt
Total Contributions$321,200,527TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADVISORY INCOMEDesc
Business900099BusinessCd
Total Revenue Column$534,000TotalRevenueColumnAmt
Related Or Exempt Func Income$534,000RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$534,000TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,910,837TotalRevenueColumnAmt
Unrelated Business Revenue$2,613,149UnrelatedBusinessRevenueAmt
Exclusion$19,297,688ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$9,344,684,745SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$9,335,007,800SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$9,676,945SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,676,945TotalRevenueColumnAmt
Exclusion$9,676,945ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$353,322,309TotalRevenueColumnAmt
Related Or Exempt Func Income$534,000RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,613,149UnrelatedBusinessRevenueAmt
Exclusion$28,974,633ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$439,531,746TotalAmt
Program Services$439,531,746ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,736,266TotalAmt
Program Services$4,589,685ProgramServicesAmt
Management And General$702,938ManagementAndGeneralAmt
Fundraising$443,643FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$15,266,375TotalAmt
Program Services$12,334,204ProgramServicesAmt
Management And General$1,756,200ManagementAndGeneralAmt
Fundraising$1,175,971FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,787,750TotalAmt
Program Services$1,440,566ProgramServicesAmt
Management And General$209,322ManagementAndGeneralAmt
Fundraising$137,862FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,886,596TotalAmt
Program Services$2,326,014ProgramServicesAmt
Management And General$337,983ManagementAndGeneralAmt
Fundraising$222,599FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,135,884TotalAmt
Program Services$915,294ProgramServicesAmt
Management And General$132,997ManagementAndGeneralAmt
Fundraising$87,593FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$801,248TotalAmt
Program Services$641,092ProgramServicesAmt
Management And General$98,187ManagementAndGeneralAmt
Fundraising$61,969FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$212,125TotalAmt
Program Services$169,725ProgramServicesAmt
Management And General$25,994ManagementAndGeneralAmt
Fundraising$16,406FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,375,353TotalAmt
Management And General$1,375,353ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,765,211TotalAmt
Program Services$8,408,560ProgramServicesAmt
Management And General$218,653ManagementAndGeneralAmt
Fundraising$137,998FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$93,691TotalAmt
Program Services$74,963ProgramServicesAmt
Management And General$11,482ManagementAndGeneralAmt
Fundraising$7,246FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$700,399TotalAmt
Program Services$560,401ProgramServicesAmt
Management And General$85,829ManagementAndGeneralAmt
Fundraising$54,169FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$752,170TotalAmt
Program Services$601,824ProgramServicesAmt
Management And General$92,173ManagementAndGeneralAmt
Fundraising$58,173FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,486,585TotalAmt
Program Services$1,403,650ProgramServicesAmt
Management And General$50,845ManagementAndGeneralAmt
Fundraising$32,090FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$842,150TotalAmt
Program Services$674,904ProgramServicesAmt
Management And General$102,535ManagementAndGeneralAmt
Fundraising$64,711FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FEDERAL EXCISE TAX$175,000$140,020$21,445$13,535
TAXES$96,484$77,199$11,823$7,462
POSTAGE EXPENSES$11,245$9,012$1,369$864
OTHER EXPENSES$3,431$2,749$418$264

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$481,659,709TotalAmt
Program Services$473,901,608ProgramServicesAmt
Management And General$5,235,546ManagementAndGeneralAmt
Fundraising$2,522,555FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$71,797,902BOYAmt
EOY$65,420,699EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,505,893,263BOYAmt
EOY$1,347,538,603EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$452,215BOYAmt
EOY$3,694,664EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,144,322BOYAmt
EOY$993,462EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$592,254,264BOYAmt
EOY$646,063,494EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$228,609,672BOYAmt
EOY$197,724,595EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,400,151,638BOYAmt
EOY$2,261,435,517EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,901,130BOYAmt
EOY$3,644,749EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,600,000BOYAmt
EOY$2,499,999EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$589,399EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,501,130BOYAmt
EOY$6,734,147EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$95,024,656BOYAmt
EOY$113,696,294EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,301,625,852BOYAmt
EOY$2,141,005,076EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,396,650,508BOYAmt
EOY$2,254,701,370EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,400,151,638BOYAmt
EOY$2,261,435,517EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$128,337,400ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$13,611,738NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$639,339,069CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$899,547,056CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$174,061,621CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,180,711,203CurrentTaxYearMinus1YearAmt
Current Tax Year$321,200,527CurrentTaxYearAmt
Total$3,214,859,476TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$639,339,069CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$899,547,056CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$174,061,621CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,180,711,203CurrentTaxYearMinus1YearAmt
Current Tax Year$321,200,527CurrentTaxYearAmt
Total$3,214,859,476TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,551,411,433SubstantialContributorsTotAmt
Public Support Total170$1,663,448,043PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,722,581CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,069,097CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$508,204CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,580,398CurrentTaxYearMinus1YearAmt
Current Tax Year$19,297,688CurrentTaxYearAmt
Total$35,177,968TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$1,283,281CurrentTaxYearMinus1YearAmt
Current Tax Year$2,490,917CurrentTaxYearAmt
Total$3,774,198TotalAmt
FieldValueIRS element (for citing)
Total Support$3,253,811,642TotalSupportAmt
Gross Receipts Rltd Activities$534,000GrossReceiptsRltdActivitiesAmt
Public Support CY1700.51120PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PRIVATE EQUITY FUNDS$193,512,242F
CREDIT/EVENT DRIVEN$3,654,210F
OTHER$558,143F
FieldValueIRS element (for citing)
Total Book Value Securities$197,724,595TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPAYABLE FOR SECURITIES PURCHASEDDesc
Amt$589,399Amt
FieldValueIRS element (for citing)
Total Liability$589,399TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$338,335,218TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$13,611,738NetUnrealizedGainsInvstAmt
Revenue Not Reported-$13,611,738RevenueNotReportedAmt
Revenue Subtotal$351,946,956RevenueSubtotalAmt
Investment Expenses Not Incld$1,375,353InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$1,375,353RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$353,322,309TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$480,284,356TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$480,284,356ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,375,353InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$1,375,353ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$481,659,709TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationBMP QUALIFIES AS A TAX-EXEMPT PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE IRC AND, ACCORDINGLY, IS GENERALLY NOT SUBJECT TO FEDERAL INCOME TAXES FOR ITS ACTIVITIES. BMP IS SUBJECT TO FEDERAL AND STATE INCOME TAXES AT CORPORATE RATES ON ITS UNRELATED BUSINESS INCOME. BMP FILES FORMS 990 AND 990-T IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF NEW YORK. MANAGEMENT EVALUATED BMP'S TAX POSITIONS AND CONCLUDED THAT IT HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADDITIONAL ADJUSTMENT OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (100 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
A NEW WAY OF LIFE REENTRY PROJECT
9512 S CENTRAL AVENUELOS ANGELESCA90002954782503501(C)(3)$2,925,000$0TO SUPPORT SCALING PLAN
ANTI-RECIDIVISM COALITION
1320 EAST 7TH STREET SUITE 260LOS ANGELESCA90021462140915501(C)(3)$5,200,000$0TO SUPPORT SCALING PLAN
BALTIMOREANS UNITED IN LEADERSHIP DEVELOPMENT INC
2439 MARYLAND AVENUEBALTIMOREMD21218521120778501(C)(3)$1,000,000$0TO SUPPORT SCALING PLAN
BELLXCEL
ONE UNIVERSITY AVENUE SUITE 201AWESTWOODMA02090043182053501(C)(3)$2,000,000$0TO SUPPORT EDUCATION INVESTMENTS
BENEFITS DATA TRUST
1500 MARKET STREET SUITE 2800PHILADELPHIAPA19102203455598501(C)(3)$1,500,000$0TO SUPPORT SCALING PLAN
BEYOND 12 EDUCATION INC
1625 CLAY STREET SUITE 100OAKLANDCA94612271275246501(C)(3)$1,000,000$0TO SUPPORT SCALING PLAN
CATALYST EDUCATION INC
721 HILLARY STREET SUITE 2NEW ORLEANSLA70118822628337501(C)(3)$275,000$0TO SUPPORT EDUCATION INVESTMENTS
CENTER FOR EMPLOYMENT OPPORTUNITIES INC
50 BROADWAY SUITE 1604NEW YORKNY10004133843322501(C)(3)$10,000,000$0TO SUPPORT SCALING PLAN
CENTERING HEALTHCARE INSTITUTE INC
89 SOUTH STREET SUITE LL02BOSTONMA02111061622668501(C)(3)$500,000$0TO SUPPORT STRATEGIC PLANNING
CENTRAL FLORIDA FOUNDATION INC
800 NORTH MAGNOLIA AVENUE SUITEORLANDOFL32803593182886501(C)(3)$2,400,000$0TO SUPPORT ECONOMIC MOBILITY1700
CHIEFS FOR CHANGE INC
1455 PENNSYLVANIA AVENUE NW SUITEWASHINGTONDC200040000472373903501(C)(3)$14,600,000$0TO SUPPORT EDUCATION INVESTMENTS400-3
CODE FOR AMERICA LABS INC
972 MISSION STREET FLOOR 5SAN FRANCISCOCA94103271067272501(C)(3)$4,400,000$0TO SUPPORT SCALING PLAN
CODEPATHORG
353 KING STREET APT 733SAN FRANCISCOCA941581683815338932501(C)(3)$1,500,000$0TO SUPPORT SCALING PLAN
COLLECTIVE GRANT WRITING & CONSULTING LLC
740 FOREST PATHSTONE MOUNTAINGA30088853693879$23,000$0TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES
COMMON FUTURE
2323 BROADWAYOAKLANDCA94612201544255501(C)(3)$300,000$0TO SUPPORT ECONOMIC MOBILITY
COMMONSENSE CHILDBIRTH INC
213 SOUTH DILLARD STREET SUITE 340WINTER GARDENFL34787593479821501(C)(3)$500,000$0TO SUPPORT STRATEGIC PLANNING
COMMUNITIES IN SCHOOLS INC
2345 CRYSTAL DRIVE SUITE 700ARLINGTONVA22202581289174501(C)(3)$4,000,000$0TO SUPPORT EDUCATION INVESTMENTS
COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN
333 WEST FORT STREET SUITE 2010DETROITMI482263134382530980501(C)(3)$3,000,000$0TO SUPPORT SCALING PLAN
COMMUNITY FOUNDATION OF GREATER MEMPHIS INC
1900 UNION AVENUEMEMPHISTN38104581723645501(C)(3)$208,362$0TO SUPPORT STRATEGIC PLANNING
COMPASS WORKING CAPITAL INC
89 SOUTH STREET SUITE 804BOSTONMA02111203975100501(C)(3)$4,300,000$0TO SUPPORT STRATEGIC PLANNING
COUNCIL OF CHIEF STATE SCHOOL OFFICERS
1 MASSACHUSETTS AVENUE NW SUITE 700WASHINGTONDC200011406530198090501(C)(3)$2,000,000$0TO SUPPORT EDUCATION INVESTMENTS
DAVE THOMAS FOUNDATION FOR ADOPTION
4900 TUTTLE CROSSING BOULEVARDDUBLINOH43016311356151501(C)(3)$8,651,500$0TO SUPPORT SCALING PLAN
DUKE ENDOWMENT
800 EAST MOREHEAD STREETCHARLOTTENC28202560529965501(C)(3)$34,077,800$0TO SUPPORT SCALING PLAN
EQUAL OPPORTUNITY SCHOOLS
5601 SIXTH AVENUE SOUTH SUITE 258SEATTLEWA98108371609659501(C)(3)$2,000,000$0TO SUPPORT SCALING PLAN
FOUNDATION AT FRESNO COUNTY OFFICE OF EDUCATION
1111 VAN NESS AVENUE 3RD FLOORFRESNOCA93721800381096501(C)(3)$2,000,000$0TO SUPPORT ECONOMIC MOBILITY
FOUNDATION FOR LOUISIANA
4354 S SHERWOOD FOREST BLVD SUITEBATON ROUGELA70816203399944501(C)(3)$550,000$0TO SUPPORT SCALING PLAN100
GLOBAL IMPACT
1199 N FAIRFAX STREET SUITE 300ALEXANDRIAVA22314521273585501(C)(3)$1,000,000$0TO SUPPORT SCALING PLAN
GRAMEEN AMERICA
150 WEST 30TH STREET 8TH FLOORNEW YORKNY100014151208497991501(C)(3)$2,000,000$0TO SUPPORT SCALING PLAN
HARLEM CHILDREN'S ZONE INC
35 EAST 125TH STREETNEW YORKNY10035237112974501(C)(3)$4,250,000$0TO SUPPORT ECONOMIC MOBILITY
HARVARD KENNEDY SCHOOL
79 JOHN F KENNEDY STREETCAMBRIDGEMA02138042103580501(C)(3)$2,200,000$0TO SUPPORT EDUCATION INVESTMENTS
INNOVATION LOFT
151 WEST 30TH STREET 2ND FLOORNEW YORKNY10001464104166$499,840$0TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES
JOBS FOR THE FUTURE INC
88 BROAD STREETBOSTONMA02110061164568501(C)(3)$3,500,000$0TO SUPPORT STRATEGIC PLANNING
JOIN FREEWORLD INC
410 E SANTA CLARA STREET UNIT 950SAN JOSECA951131913854029841501(C)(3)$5,200,000$0TO SUPPORT SCALING PLAN
KEY IDEAS INCORPORATED
1002 FLORES STREETSAN ANTONIOTX78212223862726$21,500$0TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES
KG IMPACT ADVISORS LLC
414 ANDOVER STREETSAN FRANCISCOCA94110834326289$226,125$0TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES
LAZARUS FORWARD LLC
2903 WARINGTON ROADSHAKER HEIGHTSOH44120823650201$40,350$0TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES
LEARN TO EARN DAYTON
200 SOUTH KEOWEE STREETDAYTONOH45402810823777501(C)(3)$2,077,800$0TO SUPPORT ECONOMIC MOBILITY
LIFT ORLANDO
2043 JACOBS PLACEORLANDOFL32805463607865501(C)(3)$2,000,000$0TO SUPPORT ECONOMIC MOBILITY
LOUISVILLE URBAN LEAGUE
1535 WEST BROADWAYLOUISVILLEKY40203610444771501(C)(3)$2,000,000$0TO SUPPORT ECONOMIC MOBILITY
MANAGEMENT LEADERSHIP FOR TOMORROW
7201 WISCONSIN AVENUE SUITE 400BETHESDAMD208144848521795164501(C)(3)$1,200,000$0TO SUPPORT SCALING PLAN
MARCUS A FOSTER EDUCATIONAL INSTITUTE
2000 FRANKLIN STREETOAKLANDCA94612237357906501(C)(3)$77,800$0TO SUPPORT ECONOMIC MOBILITY
MCKINSEY & COMPANY INC
140 FOUNTAIN PARKWAY NORTH SUITEST PETERSBURGFL33716133796161$1,918,000$0TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES800
MDRC
200 VESEY STREET 23RD FLOORNEW YORKNY10281237279473501(C)(3)$2,000,000$0TO SUPPORT EDUCATION INVESTMENTS
MISSION ECONOMIC DEVELOPMENT AGENCY
2301 MISSION STREET SUITE 301SAN FRANCISCOCA94110510187791501(C)(3)$3,500,000$0TO SUPPORT ECONOMIC MOBILITY
NATIONAL DOMESTICE WORKERS ALLIANCE INC
45 BROADWAY SUITE 320NEW YORKNY10006352420942501(C)(3)$2,500,000$0TO SUPPORT SCALING PLAN
NATIONAL EMPLOYMENT LAW PROJECT
90 BROAD STREET SUITE 1100NEW YORKNY10004132758558501(C)(3)$3,200,000$0TO SUPPORT STRATEGIC PLANNING
NATIONAL INSTITUTE FOR CHILDREN'S HEALTH QUALITY INC
308 CONGRESS STREET 5TH FLOORBOSTONMA02210010647374501(C)(3)$500,000$0TO SUPPORT STRATEGIC PLANNING
NDN COLLECTIVE INC
408 KNOLLWOOD DRIVERAPID CITYSD57701823776329501(C)(3)$6,000,000$0TO SUPPORT SCALING PLAN
NEO PHILANTHROPY INC
1001 AVENUE OF THE AMERICAS 12THNEW YORKNY10018133191113501(C)(3)$1,400,000$0TO SUPPORT STRATEGIC PLANNINGFLOOR
NEW VENTURE FUND
734 15TH STREET NW SUITE 600WASHINGTONDC200051029205806345501(C)(3)$7,000,000$0TO SUPPORT SCALING PLAN
NORTHSIDE ACHIEVEMENT ZONE
2123 WEST BROADWAY AVENUE 100MINNEAPOLISMN55411300238807501(C)(3)$2,400,000$0TO SUPPORT ECONOMIC MOBILITY
NURSE-FAMILY PARTNERSHIP
1900 GRANT STREET SUITE 400DENVERCO80203200234163501(C)(3)$11,750,000$0TO SUPPORT SCALING PLAN
OAKLAND PROMISE
300 FRANK H OGAWA PLAZA UNIT 430OAKLANDCA94612542103707501(C)(3)$125,000$0TO SUPPORT ECONOMIC MOBILITY
OLNEYVILLE HOUSING CORPORATION
66 CHAFFEE STREETPROVIDENCERI02909223010422501(C)(3)$2,000,000$0TO SUPPORT SCALING PLAN
ONEGOAL
180 N WABASH SUITE 800CHICAGOIL60601562369898501(C)(3)$4,000,000$0TO SUPPORT EDUCATION INVESTMENTS
OPPORTUNITIES INDUSTRIALIZATION CENTERS OF AMERICA INC
1415 NORTH BROAD STREET 224PHILADELPHIAPA19122237109952501(C)(3)$5,200,000$0TO SUPPORT SCALING PLAN
P16PLUS COUNCIL OF GREATER BEXAR COUNTY FOUNDATION INC
454 SOLEDAD STREET SUITE 101SAN ANTONIOTX78205800174484501(C)(3)$6,600,000$0TO SUPPORT ECONOMIC MOBILITY
PARTNERS FOR RURAL IMPACT INC
439 WALNUT MEADOW ROADBEREAKY40403872937264501(C)(3)$7,000,000$0TO SUPPORT ECONOMIC MOBILITY
PARTNERSHIP FOR EDUCATION ADVANCEMENT INC
601 LEXINGTON AVENUE 17TH FLOORNEW YORKNY10022831400442501(C)(3)$7,000,000$0TO SUPPORT SCALING PLAN
PEOPLE'S TELEVISION INC
220 WEST 30TH STREET 2ND FLOORNEW YORKNY10001272156071$44,000$0TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES
PER SCHOLAS
804 EAST 138TH STREETBRONXNY104541932043252955501(C)(3)$1,100,000$0TO SUPPORT SCALING PLAN
PHILANTHROPIC VENTURES FOUNDATION
1222 PRESERVATION PARK WAYOAKLANDCA94612943136771501(C)(3)$1,000,000$0TO SUPPORT SCALING PLAN
POLICING EQUITY
1925 CENTURY PARK EAST 1700LOS ANGELESCA90067814945849501(C)(3)$3,500,000$0TO SUPPORT SCALING PLAN
POLICYLINK
1438 WEBSTER STREET SUITE 303OAKLANDCA94612943297479501(C)(3)$14,349,742$0TO SUPPORT ECONOMIC MOBILITY
POWER TO DECIDE
1015 15TH STREET NW SUITE 1225WASHINGTONDC20005521974611501(C)(3)$500,000$0TO SUPPORT STRATEGIC PLANNING
PRISON ENTREPRENEURSHIP PROGRAM
PO BOX 2767HOUSTONTX772522767201384253501(C)(3)$500,000$0TO SUPPORT SCALING PLAN
PUBLIC DEFENDER ASSOCIATION
110 PREFONTAINE PLACE SOUTH SUITESEATTLEWA98104910852323501(C)(3)$1,000,000$0TO SUPPORT SCALING PLAN502
PURPOSE BUILT COMMUNITIES FOUNDATION INC
1670 BENJAMIN WELDON BICKERS DRIVEATLANTAGA30315454056587501(C)(3)$1,272,000$0TO SUPPORT ECONOMIC MOBILITYSE
RACE FORWARD
145 EAST 57TH STREET 4TH FLOORNEW YORKNY10022942759879501(C)(3)$4,000,000$0TO SUPPORT ECONOMIC MOBILITY
REACH RIVERSIDE DEVELOPMENT CORPORATION
2300 BOWERS STREETWILMINGTONDE19802821401986501(C)(3)$2,000,000$0TO SUPPORT ECONOMIC MOBILITY
REFORM ALLIANCE
1675 BROADWAY 21ST FLOORNEW YORKNY10019472573670501(C)(3)$500,000$0TO SUPPORT SCALING PLAN
RESULTS FOR AMERICA
1875 CONNECTICUT AVENUE NW 11THWASHINGTONDC20009812709681501(C)(3)$9,500,000$0TO SUPPORT ECONOMIC MOBILITYFLOOR UNIT 11-116
ROBERTS ENTERPRISE DEVELOPMENT FUND
785 MARKET STREET SUITE 1200SAN FRANCISCOCA94103542132153501(C)(3)$2,500,000$0TO SUPPORT STRATEGIC PLANNING
RUBICON PROGRAMS INCORPORATED
2500 BISSELL AVENUERICHMONDCA94804942301550501(C)(3)$1,000,000$0TO SUPPORT SCALING PLAN
SAGA INNOVATIONS INC
13 HICKORY HILL LANEFRAMINGHAMMA01702472168942501(C)(3)$3,000,000$0TO SUPPORT SCALING PLAN
SAN ANTONIO AREA FOUNDATION
303 PEARL PARKWAYSAN ANTONIOTX78215746065414501(C)(3)$77,800$0TO SUPPORT ECONOMIC MOBILITY
SEEDING SUCCESS
240 MADISON AVENUE SUITE 850MEMPHISTN38103452464843501(C)(3)$641,500$0TO SUPPORT ECONOMIC MOBILITY
SPARTANBURG ACADEMIC MOVEMENT
349 EAST MAIN STREET 101SPARTANBURGSC29302452104341501(C)(3)$210,000$0TO SUPPORT ECONOMIC MOBILITY
SPARTANBURG COUNTY FOUNDATION
424 E KENNEDY STREETSPARTANBURGSC29302570351398501(C)(3)$29,500,000$0TO SUPPORT STRATEGIC PLANNING
STRIVETOGETHER INC
125 EAST NINTH STREET SECOND FLOORCINCINNATIOH45202813380647501(C)(3)$13,268,135$0TO SUPPORT ECONOMIC MOBILITY
THE BAIL PROJECT
PO BOX 750VENICECA90294814985512501(C)(3)$6,000,000$0TO SUPPORT SCALING PLAN
THE BRIDGESPAN GROUP
333 7TH AVENUE 11TH FLOORNEW YORKNY10001311625487501(C)(3)$2,238,592$0TO SUPPORT SCALING PLAN
THE CHILDREN'S AID SOCIETY
117 WEST 124TH STREET 3RD FLOORNEW YORKNY10027135562191501(C)(3)$77,800$0TO SUPPORT ECONOMIC MOBILITY
THE COMMIT PARTNERSHIP
3800 MAPLE AVENUE 800DALLASTX75219800790222501(C)(3)$10,000,000$0TO SUPPORT ECONOMIC MOBILITY
THE COMMUNITY FOUNDATION FOR GREATER ATLANTA
191 PEACHTREE STREET NE SUITE 100ATLANTAGA30303581344646501(C)(3)$77,800$0TO SUPPORT ECONOMIC MOBILITY
THURGOOD MARSHALL COLLEGE FUND
901 F STREET NW SUITE 700WASHINGTONDC20004411750692501(C)(3)$11,010,000$0TO SUPPORT SCALING PLAN
TIDES CENTERGEO
1012 TORNEY AVENUESAN FRANCISCOCA94129943213100501(C)(3)$14,500,000$0TO SUPPORT EDUCATION INVESTMENTS
TULSA COMMUNITY FOUNDATION
7030 SOUTH YALE AVENUE SUITE 600TULSAOK74136731554474501(C)(3)$22,000,000$0TO SUPPORT SCALING PLAN
UNITED NEGRO COLLEGE FUND INC
1805 7TH STREET NWWASHINGTONDC20001131624241501(C)(3)$2,000,000$0TO SUPPORT SCALING PLAN
UNITED WAY OF GREATER ATLANTA
40 COURTLAND STREET NE 300ATLANTAGA30303580566194501(C)(3)$77,800$0TO SUPPORT ECONOMIC MOBILITY
UPSTREAM USA
426 17TH STREET SUITE 200OAKLANDCA94612352581424501(C)(3)$29,700,000$0TO SUPPORT SCALING PLAN
UNITED WAY OF SALT LAKE
257 E 200 STREET SUITE 300SALT LAKE CITYUT841112078870227091501(C)(3)$2,000,000$0TO SUPPORT ECONOMIC MOBILITY
VISION TO LEARN
12100 WILSHIRE BOULEVARD SUITE 1275LOS ANGELESCA90025453457853501(C)(3)$776,000$0TO SUPPORT SCALING PLAN
WESTED
730 HARRISON STREETSAN FRANCISCOCA94107943233542115(1)$99,000$0TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES
WRITE ON FUNDRAISING LLC
36 EAST CAMERON STREETTULSAOK74103833703981$9,750$0TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES
YEAR UP
45 MILK STREET 9TH FLOORBOSTONMA02109043534407501(C)(3)$6,700,000$0TO SUPPORT SCALING PLAN
YOUTH GUIDANCE
1 NORTH LASALLE NO 900CHICAGOIL60602362167032501(C)(3)$2,000,000$0TO SUPPORT SCALING PLAN
YOUTH VILLAGES
3320 BROTHER BOULEVARDBARLETTTN38133581716970501(C)(3)$18,000,000$0TO SUPPORT SCALING PLAN
ZEARN INC
261 W 35TH STREET 15TH FLOORNEW YORKNY100011902371665745501(C)(3)$1,500,000$0TO SUPPORT SCALING PLAN
ZERO TO THREE
2445 M STREET NW SUITE 600WASHINGTONDC20037521105189501(C)(3)$12,000,000$0TO SUPPORT SCALING PLAN
FieldValueIRS element (for citing)
Total501c3 Org99Total501c3OrgCnt
Total Other Org9TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationBLUE MERIDIAN'S SUPPORT FOR ("INVESTEES") EXTENDS BEYOND THE FINANCIAL. WE PAIR EACH INVESTEE WITH A MANAGING DIRECTOR: AN EXPERIENCED LEADER WHO PROVIDES STRATEGIC COUNSEL TO ITS CEO AND BOARD OF DIRECTORS. IN ADDITION, WE MONITOR OUR INVESTEES' PERFORMANCE THROUGH MUTUALLY DETERMINED MILESTONES, FINANCIAL REPORTS, AND PROGRESS REPORTS DUE THROUGHOUT THE GRANT TERM. IN ADDITION, WE ALSO MAKE QUARTERLY REPORTS TO OUR FUNDERS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
NANCY ROOB
PRESIDENT AND CEO$786,080$0$195,000$0$154,132$0$57,871$0$43,841$0$1,236,924$0$0$0
JAMES H SHELTON
CHIEF INVESTMENT AND IMPACT OFFICER$565,713$0$141,800$0$71,522$0$57,871$0$43,724$0$880,630$0$0$0
TIA BREAKLEY CHIEF STRAT
DEVELOP. OFF./CHIEF GOVERN. OFF.$448,670$0$112,500$0$35,513$0$57,871$0$43,806$0$698,360$0$0$0
RALPH STEFANO TREASURER
SECRETARY, CFO (UNTIL 10/17/22)$394,306$0$150,500$0$67,107$0$37,371$0$39,805$0$689,089$0$0$0
CAROL PLEDGER INTERIM CHIEF
ADMIN. OFFICER (UNTIL 6/30/23)$404,905$0$140,700$0$63,784$0$37,371$0$31,983$0$678,743$0$0$0
KELLY L CAMPBELL
MAN. DIR., PORTFOLIO STRATEGY & MGMT$421,531$0$103,800$0$34,964$0$57,871$0$16,708$0$634,874$0$0$0
LISSETTE RODRIGUEZ
MAN. DIR., PORTFOLIO STRATEGY & MGMT$378,899$0$94,800$0$70,650$0$37,371$0$43,753$0$625,473$0$0$0
MINDY S TARLOW
MAN. DIR., PORTFOLIO STRATEGY & MGMT$381,200$0$95,000$0$48,682$0$37,371$0$27,133$0$589,386$0$0$0
SPENCER KYMPTON
MANAGING DIRECTOR, PORTFOLIO$342,682$0$103,200$0$40,978$0$37,371$0$41,827$0$566,058$0$0$0
CECILIA GUTIERREZ
MAN. DIR., PORTFOLIO STRATEGY & MGMT$350,812$0$120,400$0$44,658$0$37,371$0$12,792$0$566,033$0$0$0
MICAH L CARR
CHIEF BRANDING OFFICER$324,097$0$115,500$0$38,003$0$37,371$0$45,425$0$560,396$0$0$0
ELIZABETH PAWLSON
MAN. DIR., PORTFOLIO STRATEGY & MGMT$350,865$0$103,200$0$40,600$0$37,371$0$23,956$0$555,992$0$0$0
TIFFANY GUEYE
SENIOR ADVISOR$359,290$0$0$0$15,443$0$37,371$0$20,869$0$432,973$0$0$0
KAY NEMOTO CHIEF FINANCIAL
& BUSINESS OFFICER (FROM 10/17/22)$250,564$0$0$0$549$0$0$0$21$0$251,134$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationTHE BONUSES SHOWN IN PART II, COLUMN B(II) ARE PAID UNDER THE DISCRETION OF THE BOARD AND MANAGEMENT. THESE INCENTIVE PAYMENTS ARE BASED ON PERFORMANCE OF BOTH THE INDIVIDUAL AND THE ORGANIZATION AS PART OF AN ANNUAL MERIT REVIEW PROCESS. THE BOARD RATES THE OVERALL ORGANIZATION PERFORMANCE AND WHETHER OR NOT THE OVERALL ORGANIZATION HAS MET OR EXCEEDED ITS TARGETS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE COMPLETED FORM 990 IS REVIEWED WITH THE ORGANIZATION'S LEGAL COUNSEL. ONCE FINALIZED, THE FORM IS THEN REVIEWED WITH BOARD MEMBERS RESPONSIBLE FOR LEADING ON AUDIT AND TAX MATTERS. ONCE APPROVED, IT IS DISTRIBUTED TO THE FULL BOARD FOR REVIEW AND APPROVAL. THE FORM 990 IS THEN FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CBLUE MERIDIAN'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED AND REVIEWED EACH YEAR BY ALL DIRECTORS, OFFICERS, COMMITTEE MEMBERS AND KEY EMPLOYEES AND SUCH INDIVIDUALS PROVIDE AN ANNUAL STATEMENT ACKNOWLEDGING RECEIPT. THE POLICY REQUIRES THAT IF ANY DIRECTOR, OFFICER, COMMITTEE MEMBER OR KEY EMPLOYEE OF THE CORPORATION BECOMES AWARE OF ANY TRANSACTION UNDER CONSIDERATION THAT POTENTIALLY CREATES A CONFLICT OF INTEREST, HE OR SHE IS OBLIGATED TO NOTIFY THE BOARD AND TO DISCLOSE ALL KNOWN MATERIAL FACTS RELATING TO THE CONFLICT OF INTEREST IN THE TRANSACTION. THE BOARD WILL DETERMINE WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS AND TAKE ACTION THAT THE BOARD DEEMS APPROPRIATE. THE INTERESTED PERSON MAY NOT BE PRESENT WHEN THE BOARD MAKES ITS DETERMINATION OTHER THAN TO ANSWER QUESTIONS. IF NO CONFLICT OF INTEREST IS FOUND TO EXIST, THE MINUTES OF THE MEETING MUST RECORD THE BASIS OF THE BOARD'S DETERMINATION.
FORM 990, PART VI, SECTION B, LINE 15AS A DOCUMENTED AND ONGOING PROCESS, BMP UTILIZES A THIRD PARTY VENDOR TO BENCHMARK THE COMPENSATION OF ALL EMPLOYEES OF THE ORGANIZATION EVERY 2 YEARS. THIS STUDY DETERMINES THE MARKET SALARY RANGE FOR EVERY POSITION BASED ON THE JOB DESCRIPTION WHICH INCLUDES REQUIRED QUALIFICATIONS. THE SALARY IS DETERMINED BY USING COMPARABLE MARKET DATA RELEVANT TO OUR INDUSTRY AND SIZE. THE RESULTS OF THE STUDY FOR THE CEO'S SALARY AND THE FOLLOWING 3 HIGHEST PAID EMPLOYEES IS THEN REVIEWED BY THE COMPENSATION COMMITTEE WHICH IS COMPRISED OF 3 BOARD MEMBERS. THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE BOARD FOR THE CEO'S COMPENSATION BASED ON THE BENCHMARK STUDY AND BLUE MERIDIAN'S COMPENSATION PHILOSOPHY. THE FULL BOARD REVIEWS AND APPROVES THE CEO'S COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19COPIES OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND 990S ARE PUBLISHED ON ITS WEBSITE BLUEMERIDIAN.ORG, WHICH IS AVAILABLE TO THE PUBLIC. PUBLISHED COPIES OF THESE DOCUMENTS ARE ALSO CONTAINED ON VARIOUS THIRD PARTY WEBSITES INCLUDING GUIDESTAR.ORG. IN ADDITION, COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).
FORM 990, PART VII, SECTION A:THE COMPENSATION PAID TO GEOFFREY CANADA IS NOT IN RELATION TO HIS POSITION ON THE BOARD. INSTEAD A CONSULTING AGREEMENT BETWEEN MR. CANADA AND BMP EXISTS FOR ADVISORY AND STRATEGIC CONSULTING SERVICES IN THE AREAS OF STRATEGIC PLANNING, SCALING STRATEGIES, AND NONPROFIT THOUGHTS LEADERSHIP.
FORM 990, PART XII, LINE 2C:THE AUDIT COMMITTEE IS COMPRISED OF SELECT BOARD MEMBERS FROM THE ORGANIZATION.