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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-15T08:56:17-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 815086187 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE MERIDIAN PARTNERS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLUE | BusinessNameControlTxt |
| Phone | 2125519100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 477 MADISON AVE 6TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAY NEMOTO | PersonNm |
| Person Title | CFBO | PersonTitleTxt |
| Phone | 2125519100 | PhoneNum |
| Signature | 2024-08-13 | 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 | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAY NEMOTO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 477 MADISON AVE 6TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,688,330,109 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BLUEMERIDIAN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | BLUE 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 Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 86 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $2,613,149 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $929,984 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,180,711,203 | PYContributionsGrantsAmt |
| CY Contributions Grants | $321,200,527 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $534,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $31,813,953 | PYInvestmentIncomeAmt |
| CY Investment Income | $31,587,782 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,212,525,156 | PYTotalRevenueAmt |
| CY Total Revenue | $353,322,309 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $374,225,757 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $439,531,746 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,551,634 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,812,871 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,522,555 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,947,796 | PYOtherExpensesAmt |
| CY Other Expenses | $15,315,092 | CYOtherExpensesAmt |
| PY Total Expenses | $412,725,187 | PYTotalExpensesAmt |
| CY Total Expenses | $481,659,709 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $799,799,969 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$128,337,400 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,400,151,638 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,261,435,517 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,501,130 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,734,147 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,396,650,508 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,254,701,370 | NetAssetsOrFundBalancesEOYAmt |
| Mission | BLUE 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $473,901,608 | ExpenseAmt |
| Grant | $439,531,746 | GrantAmt |
| Revenue | $534,000 | RevenueAmt |
| Desc | BLUE 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 | $473,901,608 | 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 | 0 | 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 | Yes (1) | 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 | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 86 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY ROOB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125519100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 477 MADISON AVENUE 6TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| NANCY ROOB | ||||||||
| PRESIDENT AND CEO | 45.00 | Yes (X) | Yes (X) | $1,135,212 | $0 | $101,712 | ||
| GEOFFREY CANADA SEE SCH O | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $60,000 | $0 | $0 | |||
| CONNIE BALLMER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES M CLARK | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| W DON CORNWELL | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN A DENNING | ||||||||
| DIRECTOR (THRU 10/17/2022) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN W KENNEDY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE PAVLOV | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STACY SCHUSTERMAN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RANDI TEPPER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STANLEY DRUCKMILLER | ||||||||
| BOARD CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES H SHELTON | ||||||||
| CHIEF INVESTMENT AND IMPACT OFFICER | 50.00 | Yes (X) | $779,035 | $0 | $101,595 | |||
| RALPH STEFANO TREASURER | ||||||||
| SECRETARY, CFO (UNTIL 10/17/22) | 45.00 | Yes (X) | $611,913 | $0 | $77,176 | |||
| KAY NEMOTO CHIEF FINANCIAL | ||||||||
| & BUSINESS OFFICER (FROM 10/17/22) | 50.00 | Yes (X) | $251,113 | $0 | $21 | |||
| KELLY L CAMPBELL | ||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT | 50.00 | $560,295 | $0 | $74,579 | Yes (X) | |||
| TIFFANY GUEYE | ||||||||
| SENIOR ADVISOR | 45.00 | $374,733 | $0 | $58,240 | Yes (X) | |||
| MINDY S TARLOW | ||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT | 50.00 | $524,882 | $0 | $64,504 | Yes (X) | |||
| MICAH L CARR | ||||||||
| CHIEF BRANDING OFFICER | 50.00 | $477,600 | $0 | $82,796 | Yes (X) | |||
| TIA BREAKLEY CHIEF STRAT | ||||||||
| DEVELOP. OFF./CHIEF GOVERN. OFF. | 50.00 | $596,683 | $0 | $101,677 | Yes (X) | |||
| CAROL PLEDGER INTERIM CHIEF | ||||||||
| ADMIN. OFFICER (UNTIL 6/30/23) | 45.00 | $609,389 | $0 | $69,354 | Yes (X) | |||
| LISSETTE RODRIGUEZ | ||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT | 40.00 | $544,349 | $0 | $81,124 | Yes (X) | |||
| ELIZABETH PAWLSON | ||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT | 50.00 | $494,665 | $0 | $61,327 | Yes (X) | |||
| CECILIA GUTIERREZ | ||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT. | 50.00 | $515,870 | $0 | $50,163 | Yes (X) | |||
| SPENCER KYMPTON | ||||||||
| MANAGING DIRECTOR, PORTFOLIO | 50.00 | $486,860 | $0 | $79,198 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,022,599 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,003,466 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 60 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE BRIDGESPAN GROUP | |||||
| 2 COPLEY PLACE 7TH FLOOR SUITE 37 | BOSTON | MA | 02116 | PROGRAM AND GRANTEE CONSULTING | $3,342,304 |
| ERNST & YOUNG US LLP | |||||
| PO BOX 640382 | PITTSBURGH | PA | 152640382 | STRATEGY DEVELOPMENT CONSULTING | $1,158,273 |
| PATTERSON BELKNAP WEBB & TYLER LLP | |||||
| 1133 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | LEGAL CONSULTING | $898,145 |
| BRUNSWICK GROUP LLC | |||||
| 1114 6TH AVENUE 24TH FLOOR | NEW YORK | NY | 10036 | BRANDING AND COMMUNICATIONS CONSULTING | $560,000 |
| G H SMART & COMPANY LLC | |||||
| 24505 NETWORK PLACE | CHICAGO | IL | 606731245 | LEADERSHIP ADVISORY CONSULTING | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $321,200,527 | AllOtherContributionsAmt |
| Total Contributions | $321,200,527 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVISORY INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $534,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $534,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $534,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,910,837 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,613,149 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,297,688 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,344,684,745 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,335,007,800 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,676,945 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,676,945 | TotalRevenueColumnAmt |
| Exclusion | $9,676,945 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $353,322,309 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $534,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,613,149 | UnrelatedBusinessRevenueAmt |
| Exclusion | $28,974,633 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,531,746 | TotalAmt |
| Program Services | $439,531,746 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,736,266 | TotalAmt |
| Program Services | $4,589,685 | ProgramServicesAmt |
| Management And General | $702,938 | ManagementAndGeneralAmt |
| Fundraising | $443,643 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,266,375 | TotalAmt |
| Program Services | $12,334,204 | ProgramServicesAmt |
| Management And General | $1,756,200 | ManagementAndGeneralAmt |
| Fundraising | $1,175,971 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,787,750 | TotalAmt |
| Program Services | $1,440,566 | ProgramServicesAmt |
| Management And General | $209,322 | ManagementAndGeneralAmt |
| Fundraising | $137,862 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,886,596 | TotalAmt |
| Program Services | $2,326,014 | ProgramServicesAmt |
| Management And General | $337,983 | ManagementAndGeneralAmt |
| Fundraising | $222,599 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,135,884 | TotalAmt |
| Program Services | $915,294 | ProgramServicesAmt |
| Management And General | $132,997 | ManagementAndGeneralAmt |
| Fundraising | $87,593 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $801,248 | TotalAmt |
| Program Services | $641,092 | ProgramServicesAmt |
| Management And General | $98,187 | ManagementAndGeneralAmt |
| Fundraising | $61,969 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,125 | TotalAmt |
| Program Services | $169,725 | ProgramServicesAmt |
| Management And General | $25,994 | ManagementAndGeneralAmt |
| Fundraising | $16,406 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,375,353 | TotalAmt |
| Management And General | $1,375,353 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,765,211 | TotalAmt |
| Program Services | $8,408,560 | ProgramServicesAmt |
| Management And General | $218,653 | ManagementAndGeneralAmt |
| Fundraising | $137,998 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,691 | TotalAmt |
| Program Services | $74,963 | ProgramServicesAmt |
| Management And General | $11,482 | ManagementAndGeneralAmt |
| Fundraising | $7,246 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $700,399 | TotalAmt |
| Program Services | $560,401 | ProgramServicesAmt |
| Management And General | $85,829 | ManagementAndGeneralAmt |
| Fundraising | $54,169 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $752,170 | TotalAmt |
| Program Services | $601,824 | ProgramServicesAmt |
| Management And General | $92,173 | ManagementAndGeneralAmt |
| Fundraising | $58,173 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,486,585 | TotalAmt |
| Program Services | $1,403,650 | ProgramServicesAmt |
| Management And General | $50,845 | ManagementAndGeneralAmt |
| Fundraising | $32,090 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $842,150 | TotalAmt |
| Program Services | $674,904 | ProgramServicesAmt |
| Management And General | $102,535 | ManagementAndGeneralAmt |
| Fundraising | $64,711 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,659,709 | TotalAmt |
| Program Services | $473,901,608 | ProgramServicesAmt |
| Management And General | $5,235,546 | ManagementAndGeneralAmt |
| Fundraising | $2,522,555 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,797,902 | BOYAmt |
| EOY | $65,420,699 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,505,893,263 | BOYAmt |
| EOY | $1,347,538,603 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,215 | BOYAmt |
| EOY | $3,694,664 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,144,322 | BOYAmt |
| EOY | $993,462 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $592,254,264 | BOYAmt |
| EOY | $646,063,494 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,609,672 | BOYAmt |
| EOY | $197,724,595 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,400,151,638 | BOYAmt |
| EOY | $2,261,435,517 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,901,130 | BOYAmt |
| EOY | $3,644,749 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,600,000 | BOYAmt |
| EOY | $2,499,999 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $589,399 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,501,130 | BOYAmt |
| EOY | $6,734,147 | 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 | $95,024,656 | BOYAmt |
| EOY | $113,696,294 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,301,625,852 | BOYAmt |
| EOY | $2,141,005,076 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,396,650,508 | BOYAmt |
| EOY | $2,254,701,370 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,400,151,638 | BOYAmt |
| EOY | $2,261,435,517 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$128,337,400 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$13,611,738 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $639,339,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $899,547,056 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $174,061,621 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,180,711,203 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $321,200,527 | CurrentTaxYearAmt |
| Total | $3,214,859,476 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $639,339,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $899,547,056 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $174,061,621 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,180,711,203 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $321,200,527 | CurrentTaxYearAmt |
| Total | $3,214,859,476 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,551,411,433 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,663,448,043 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,722,581 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,069,097 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $508,204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,580,398 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,297,688 | CurrentTaxYearAmt |
| Total | $35,177,968 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,283,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,490,917 | CurrentTaxYearAmt |
| Total | $3,774,198 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,253,811,642 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $534,000 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.51120 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY FUNDS | $193,512,242 | F |
| CREDIT/EVENT DRIVEN | $3,654,210 | F |
| OTHER | $558,143 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $197,724,595 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE FOR SECURITIES PURCHASED | Desc |
| Amt | $589,399 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $589,399 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $338,335,218 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$13,611,738 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$13,611,738 | RevenueNotReportedAmt |
| Revenue Subtotal | $351,946,956 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,375,353 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,375,353 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $353,322,309 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $480,284,356 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $480,284,356 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,375,353 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,375,353 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $481,659,709 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BMP 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (100 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| A NEW WAY OF LIFE REENTRY PROJECT | |||||||||
| 9512 S CENTRAL AVENUE | LOS ANGELES | CA | 90002 | 954782503 | 501(C)(3) | $2,925,000 | $0 | TO SUPPORT SCALING PLAN | |
| ANTI-RECIDIVISM COALITION | |||||||||
| 1320 EAST 7TH STREET SUITE 260 | LOS ANGELES | CA | 90021 | 462140915 | 501(C)(3) | $5,200,000 | $0 | TO SUPPORT SCALING PLAN | |
| BALTIMOREANS UNITED IN LEADERSHIP DEVELOPMENT INC | |||||||||
| 2439 MARYLAND AVENUE | BALTIMORE | MD | 21218 | 521120778 | 501(C)(3) | $1,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| BELLXCEL | |||||||||
| ONE UNIVERSITY AVENUE SUITE 201A | WESTWOOD | MA | 02090 | 043182053 | 501(C)(3) | $2,000,000 | $0 | TO SUPPORT EDUCATION INVESTMENTS | |
| BENEFITS DATA TRUST | |||||||||
| 1500 MARKET STREET SUITE 2800 | PHILADELPHIA | PA | 19102 | 203455598 | 501(C)(3) | $1,500,000 | $0 | TO SUPPORT SCALING PLAN | |
| BEYOND 12 EDUCATION INC | |||||||||
| 1625 CLAY STREET SUITE 100 | OAKLAND | CA | 94612 | 271275246 | 501(C)(3) | $1,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| CATALYST EDUCATION INC | |||||||||
| 721 HILLARY STREET SUITE 2 | NEW ORLEANS | LA | 70118 | 822628337 | 501(C)(3) | $275,000 | $0 | TO SUPPORT EDUCATION INVESTMENTS | |
| CENTER FOR EMPLOYMENT OPPORTUNITIES INC | |||||||||
| 50 BROADWAY SUITE 1604 | NEW YORK | NY | 10004 | 133843322 | 501(C)(3) | $10,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| CENTERING HEALTHCARE INSTITUTE INC | |||||||||
| 89 SOUTH STREET SUITE LL02 | BOSTON | MA | 02111 | 061622668 | 501(C)(3) | $500,000 | $0 | TO SUPPORT STRATEGIC PLANNING | |
| CENTRAL FLORIDA FOUNDATION INC | |||||||||
| 800 NORTH MAGNOLIA AVENUE SUITE | ORLANDO | FL | 32803 | 593182886 | 501(C)(3) | $2,400,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | 1700 |
| CHIEFS FOR CHANGE INC | |||||||||
| 1455 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 200040000 | 472373903 | 501(C)(3) | $14,600,000 | $0 | TO SUPPORT EDUCATION INVESTMENTS | 400-3 |
| CODE FOR AMERICA LABS INC | |||||||||
| 972 MISSION STREET FLOOR 5 | SAN FRANCISCO | CA | 94103 | 271067272 | 501(C)(3) | $4,400,000 | $0 | TO SUPPORT SCALING PLAN | |
| CODEPATHORG | |||||||||
| 353 KING STREET APT 733 | SAN FRANCISCO | CA | 941581683 | 815338932 | 501(C)(3) | $1,500,000 | $0 | TO SUPPORT SCALING PLAN | |
| COLLECTIVE GRANT WRITING & CONSULTING LLC | |||||||||
| 740 FOREST PATH | STONE MOUNTAIN | GA | 30088 | 853693879 | $23,000 | $0 | TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES | ||
| COMMON FUTURE | |||||||||
| 2323 BROADWAY | OAKLAND | CA | 94612 | 201544255 | 501(C)(3) | $300,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| COMMONSENSE CHILDBIRTH INC | |||||||||
| 213 SOUTH DILLARD STREET SUITE 340 | WINTER GARDEN | FL | 34787 | 593479821 | 501(C)(3) | $500,000 | $0 | TO SUPPORT STRATEGIC PLANNING | |
| COMMUNITIES IN SCHOOLS INC | |||||||||
| 2345 CRYSTAL DRIVE SUITE 700 | ARLINGTON | VA | 22202 | 581289174 | 501(C)(3) | $4,000,000 | $0 | TO SUPPORT EDUCATION INVESTMENTS | |
| COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN | |||||||||
| 333 WEST FORT STREET SUITE 2010 | DETROIT | MI | 482263134 | 382530980 | 501(C)(3) | $3,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| COMMUNITY FOUNDATION OF GREATER MEMPHIS INC | |||||||||
| 1900 UNION AVENUE | MEMPHIS | TN | 38104 | 581723645 | 501(C)(3) | $208,362 | $0 | TO SUPPORT STRATEGIC PLANNING | |
| COMPASS WORKING CAPITAL INC | |||||||||
| 89 SOUTH STREET SUITE 804 | BOSTON | MA | 02111 | 203975100 | 501(C)(3) | $4,300,000 | $0 | TO SUPPORT STRATEGIC PLANNING | |
| COUNCIL OF CHIEF STATE SCHOOL OFFICERS | |||||||||
| 1 MASSACHUSETTS AVENUE NW SUITE 700 | WASHINGTON | DC | 200011406 | 530198090 | 501(C)(3) | $2,000,000 | $0 | TO SUPPORT EDUCATION INVESTMENTS | |
| DAVE THOMAS FOUNDATION FOR ADOPTION | |||||||||
| 4900 TUTTLE CROSSING BOULEVARD | DUBLIN | OH | 43016 | 311356151 | 501(C)(3) | $8,651,500 | $0 | TO SUPPORT SCALING PLAN | |
| DUKE ENDOWMENT | |||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 28202 | 560529965 | 501(C)(3) | $34,077,800 | $0 | TO SUPPORT SCALING PLAN | |
| EQUAL OPPORTUNITY SCHOOLS | |||||||||
| 5601 SIXTH AVENUE SOUTH SUITE 258 | SEATTLE | WA | 98108 | 371609659 | 501(C)(3) | $2,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| FOUNDATION AT FRESNO COUNTY OFFICE OF EDUCATION | |||||||||
| 1111 VAN NESS AVENUE 3RD FLOOR | FRESNO | CA | 93721 | 800381096 | 501(C)(3) | $2,000,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| FOUNDATION FOR LOUISIANA | |||||||||
| 4354 S SHERWOOD FOREST BLVD SUITE | BATON ROUGE | LA | 70816 | 203399944 | 501(C)(3) | $550,000 | $0 | TO SUPPORT SCALING PLAN | 100 |
| GLOBAL IMPACT | |||||||||
| 1199 N FAIRFAX STREET SUITE 300 | ALEXANDRIA | VA | 22314 | 521273585 | 501(C)(3) | $1,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| GRAMEEN AMERICA | |||||||||
| 150 WEST 30TH STREET 8TH FLOOR | NEW YORK | NY | 100014151 | 208497991 | 501(C)(3) | $2,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| HARLEM CHILDREN'S ZONE INC | |||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | 237112974 | 501(C)(3) | $4,250,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| HARVARD KENNEDY SCHOOL | |||||||||
| 79 JOHN F KENNEDY STREET | CAMBRIDGE | MA | 02138 | 042103580 | 501(C)(3) | $2,200,000 | $0 | TO SUPPORT EDUCATION INVESTMENTS | |
| INNOVATION LOFT | |||||||||
| 151 WEST 30TH STREET 2ND FLOOR | NEW YORK | NY | 10001 | 464104166 | $499,840 | $0 | TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES | ||
| JOBS FOR THE FUTURE INC | |||||||||
| 88 BROAD STREET | BOSTON | MA | 02110 | 061164568 | 501(C)(3) | $3,500,000 | $0 | TO SUPPORT STRATEGIC PLANNING | |
| JOIN FREEWORLD INC | |||||||||
| 410 E SANTA CLARA STREET UNIT 950 | SAN JOSE | CA | 951131913 | 854029841 | 501(C)(3) | $5,200,000 | $0 | TO SUPPORT SCALING PLAN | |
| KEY IDEAS INCORPORATED | |||||||||
| 1002 FLORES STREET | SAN ANTONIO | TX | 78212 | 223862726 | $21,500 | $0 | TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES | ||
| KG IMPACT ADVISORS LLC | |||||||||
| 414 ANDOVER STREET | SAN FRANCISCO | CA | 94110 | 834326289 | $226,125 | $0 | TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES | ||
| LAZARUS FORWARD LLC | |||||||||
| 2903 WARINGTON ROAD | SHAKER HEIGHTS | OH | 44120 | 823650201 | $40,350 | $0 | TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES | ||
| LEARN TO EARN DAYTON | |||||||||
| 200 SOUTH KEOWEE STREET | DAYTON | OH | 45402 | 810823777 | 501(C)(3) | $2,077,800 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| LIFT ORLANDO | |||||||||
| 2043 JACOBS PLACE | ORLANDO | FL | 32805 | 463607865 | 501(C)(3) | $2,000,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| LOUISVILLE URBAN LEAGUE | |||||||||
| 1535 WEST BROADWAY | LOUISVILLE | KY | 40203 | 610444771 | 501(C)(3) | $2,000,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| MANAGEMENT LEADERSHIP FOR TOMORROW | |||||||||
| 7201 WISCONSIN AVENUE SUITE 400 | BETHESDA | MD | 208144848 | 521795164 | 501(C)(3) | $1,200,000 | $0 | TO SUPPORT SCALING PLAN | |
| MARCUS A FOSTER EDUCATIONAL INSTITUTE | |||||||||
| 2000 FRANKLIN STREET | OAKLAND | CA | 94612 | 237357906 | 501(C)(3) | $77,800 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| MCKINSEY & COMPANY INC | |||||||||
| 140 FOUNTAIN PARKWAY NORTH SUITE | ST PETERSBURG | FL | 33716 | 133796161 | $1,918,000 | $0 | TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES | 800 | |
| MDRC | |||||||||
| 200 VESEY STREET 23RD FLOOR | NEW YORK | NY | 10281 | 237279473 | 501(C)(3) | $2,000,000 | $0 | TO SUPPORT EDUCATION INVESTMENTS | |
| MISSION ECONOMIC DEVELOPMENT AGENCY | |||||||||
| 2301 MISSION STREET SUITE 301 | SAN FRANCISCO | CA | 94110 | 510187791 | 501(C)(3) | $3,500,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| NATIONAL DOMESTICE WORKERS ALLIANCE INC | |||||||||
| 45 BROADWAY SUITE 320 | NEW YORK | NY | 10006 | 352420942 | 501(C)(3) | $2,500,000 | $0 | TO SUPPORT SCALING PLAN | |
| NATIONAL EMPLOYMENT LAW PROJECT | |||||||||
| 90 BROAD STREET SUITE 1100 | NEW YORK | NY | 10004 | 132758558 | 501(C)(3) | $3,200,000 | $0 | TO SUPPORT STRATEGIC PLANNING | |
| NATIONAL INSTITUTE FOR CHILDREN'S HEALTH QUALITY INC | |||||||||
| 308 CONGRESS STREET 5TH FLOOR | BOSTON | MA | 02210 | 010647374 | 501(C)(3) | $500,000 | $0 | TO SUPPORT STRATEGIC PLANNING | |
| NDN COLLECTIVE INC | |||||||||
| 408 KNOLLWOOD DRIVE | RAPID CITY | SD | 57701 | 823776329 | 501(C)(3) | $6,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| NEO PHILANTHROPY INC | |||||||||
| 1001 AVENUE OF THE AMERICAS 12TH | NEW YORK | NY | 10018 | 133191113 | 501(C)(3) | $1,400,000 | $0 | TO SUPPORT STRATEGIC PLANNING | FLOOR |
| NEW VENTURE FUND | |||||||||
| 734 15TH STREET NW SUITE 600 | WASHINGTON | DC | 200051029 | 205806345 | 501(C)(3) | $7,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| NORTHSIDE ACHIEVEMENT ZONE | |||||||||
| 2123 WEST BROADWAY AVENUE 100 | MINNEAPOLIS | MN | 55411 | 300238807 | 501(C)(3) | $2,400,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| NURSE-FAMILY PARTNERSHIP | |||||||||
| 1900 GRANT STREET SUITE 400 | DENVER | CO | 80203 | 200234163 | 501(C)(3) | $11,750,000 | $0 | TO SUPPORT SCALING PLAN | |
| OAKLAND PROMISE | |||||||||
| 300 FRANK H OGAWA PLAZA UNIT 430 | OAKLAND | CA | 94612 | 542103707 | 501(C)(3) | $125,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| OLNEYVILLE HOUSING CORPORATION | |||||||||
| 66 CHAFFEE STREET | PROVIDENCE | RI | 02909 | 223010422 | 501(C)(3) | $2,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| ONEGOAL | |||||||||
| 180 N WABASH SUITE 800 | CHICAGO | IL | 60601 | 562369898 | 501(C)(3) | $4,000,000 | $0 | TO SUPPORT EDUCATION INVESTMENTS | |
| OPPORTUNITIES INDUSTRIALIZATION CENTERS OF AMERICA INC | |||||||||
| 1415 NORTH BROAD STREET 224 | PHILADELPHIA | PA | 19122 | 237109952 | 501(C)(3) | $5,200,000 | $0 | TO SUPPORT SCALING PLAN | |
| P16PLUS COUNCIL OF GREATER BEXAR COUNTY FOUNDATION INC | |||||||||
| 454 SOLEDAD STREET SUITE 101 | SAN ANTONIO | TX | 78205 | 800174484 | 501(C)(3) | $6,600,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| PARTNERS FOR RURAL IMPACT INC | |||||||||
| 439 WALNUT MEADOW ROAD | BEREA | KY | 40403 | 872937264 | 501(C)(3) | $7,000,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| PARTNERSHIP FOR EDUCATION ADVANCEMENT INC | |||||||||
| 601 LEXINGTON AVENUE 17TH FLOOR | NEW YORK | NY | 10022 | 831400442 | 501(C)(3) | $7,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| PEOPLE'S TELEVISION INC | |||||||||
| 220 WEST 30TH STREET 2ND FLOOR | NEW YORK | NY | 10001 | 272156071 | $44,000 | $0 | TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES | ||
| PER SCHOLAS | |||||||||
| 804 EAST 138TH STREET | BRONX | NY | 104541932 | 043252955 | 501(C)(3) | $1,100,000 | $0 | TO SUPPORT SCALING PLAN | |
| PHILANTHROPIC VENTURES FOUNDATION | |||||||||
| 1222 PRESERVATION PARK WAY | OAKLAND | CA | 94612 | 943136771 | 501(C)(3) | $1,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| POLICING EQUITY | |||||||||
| 1925 CENTURY PARK EAST 1700 | LOS ANGELES | CA | 90067 | 814945849 | 501(C)(3) | $3,500,000 | $0 | TO SUPPORT SCALING PLAN | |
| POLICYLINK | |||||||||
| 1438 WEBSTER STREET SUITE 303 | OAKLAND | CA | 94612 | 943297479 | 501(C)(3) | $14,349,742 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| POWER TO DECIDE | |||||||||
| 1015 15TH STREET NW SUITE 1225 | WASHINGTON | DC | 20005 | 521974611 | 501(C)(3) | $500,000 | $0 | TO SUPPORT STRATEGIC PLANNING | |
| PRISON ENTREPRENEURSHIP PROGRAM | |||||||||
| PO BOX 2767 | HOUSTON | TX | 772522767 | 201384253 | 501(C)(3) | $500,000 | $0 | TO SUPPORT SCALING PLAN | |
| PUBLIC DEFENDER ASSOCIATION | |||||||||
| 110 PREFONTAINE PLACE SOUTH SUITE | SEATTLE | WA | 98104 | 910852323 | 501(C)(3) | $1,000,000 | $0 | TO SUPPORT SCALING PLAN | 502 |
| PURPOSE BUILT COMMUNITIES FOUNDATION INC | |||||||||
| 1670 BENJAMIN WELDON BICKERS DRIVE | ATLANTA | GA | 30315 | 454056587 | 501(C)(3) | $1,272,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | SE |
| RACE FORWARD | |||||||||
| 145 EAST 57TH STREET 4TH FLOOR | NEW YORK | NY | 10022 | 942759879 | 501(C)(3) | $4,000,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| REACH RIVERSIDE DEVELOPMENT CORPORATION | |||||||||
| 2300 BOWERS STREET | WILMINGTON | DE | 19802 | 821401986 | 501(C)(3) | $2,000,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| REFORM ALLIANCE | |||||||||
| 1675 BROADWAY 21ST FLOOR | NEW YORK | NY | 10019 | 472573670 | 501(C)(3) | $500,000 | $0 | TO SUPPORT SCALING PLAN | |
| RESULTS FOR AMERICA | |||||||||
| 1875 CONNECTICUT AVENUE NW 11TH | WASHINGTON | DC | 20009 | 812709681 | 501(C)(3) | $9,500,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | FLOOR UNIT 11-116 |
| ROBERTS ENTERPRISE DEVELOPMENT FUND | |||||||||
| 785 MARKET STREET SUITE 1200 | SAN FRANCISCO | CA | 94103 | 542132153 | 501(C)(3) | $2,500,000 | $0 | TO SUPPORT STRATEGIC PLANNING | |
| RUBICON PROGRAMS INCORPORATED | |||||||||
| 2500 BISSELL AVENUE | RICHMOND | CA | 94804 | 942301550 | 501(C)(3) | $1,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| SAGA INNOVATIONS INC | |||||||||
| 13 HICKORY HILL LANE | FRAMINGHAM | MA | 01702 | 472168942 | 501(C)(3) | $3,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| SAN ANTONIO AREA FOUNDATION | |||||||||
| 303 PEARL PARKWAY | SAN ANTONIO | TX | 78215 | 746065414 | 501(C)(3) | $77,800 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| SEEDING SUCCESS | |||||||||
| 240 MADISON AVENUE SUITE 850 | MEMPHIS | TN | 38103 | 452464843 | 501(C)(3) | $641,500 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| SPARTANBURG ACADEMIC MOVEMENT | |||||||||
| 349 EAST MAIN STREET 101 | SPARTANBURG | SC | 29302 | 452104341 | 501(C)(3) | $210,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| SPARTANBURG COUNTY FOUNDATION | |||||||||
| 424 E KENNEDY STREET | SPARTANBURG | SC | 29302 | 570351398 | 501(C)(3) | $29,500,000 | $0 | TO SUPPORT STRATEGIC PLANNING | |
| STRIVETOGETHER INC | |||||||||
| 125 EAST NINTH STREET SECOND FLOOR | CINCINNATI | OH | 45202 | 813380647 | 501(C)(3) | $13,268,135 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| THE BAIL PROJECT | |||||||||
| PO BOX 750 | VENICE | CA | 90294 | 814985512 | 501(C)(3) | $6,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| THE BRIDGESPAN GROUP | |||||||||
| 333 7TH AVENUE 11TH FLOOR | NEW YORK | NY | 10001 | 311625487 | 501(C)(3) | $2,238,592 | $0 | TO SUPPORT SCALING PLAN | |
| THE CHILDREN'S AID SOCIETY | |||||||||
| 117 WEST 124TH STREET 3RD FLOOR | NEW YORK | NY | 10027 | 135562191 | 501(C)(3) | $77,800 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| THE COMMIT PARTNERSHIP | |||||||||
| 3800 MAPLE AVENUE 800 | DALLAS | TX | 75219 | 800790222 | 501(C)(3) | $10,000,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| THE COMMUNITY FOUNDATION FOR GREATER ATLANTA | |||||||||
| 191 PEACHTREE STREET NE SUITE 100 | ATLANTA | GA | 30303 | 581344646 | 501(C)(3) | $77,800 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| THURGOOD MARSHALL COLLEGE FUND | |||||||||
| 901 F STREET NW SUITE 700 | WASHINGTON | DC | 20004 | 411750692 | 501(C)(3) | $11,010,000 | $0 | TO SUPPORT SCALING PLAN | |
| TIDES CENTERGEO | |||||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | 943213100 | 501(C)(3) | $14,500,000 | $0 | TO SUPPORT EDUCATION INVESTMENTS | |
| TULSA COMMUNITY FOUNDATION | |||||||||
| 7030 SOUTH YALE AVENUE SUITE 600 | TULSA | OK | 74136 | 731554474 | 501(C)(3) | $22,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| UNITED NEGRO COLLEGE FUND INC | |||||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | 131624241 | 501(C)(3) | $2,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| UNITED WAY OF GREATER ATLANTA | |||||||||
| 40 COURTLAND STREET NE 300 | ATLANTA | GA | 30303 | 580566194 | 501(C)(3) | $77,800 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| UPSTREAM USA | |||||||||
| 426 17TH STREET SUITE 200 | OAKLAND | CA | 94612 | 352581424 | 501(C)(3) | $29,700,000 | $0 | TO SUPPORT SCALING PLAN | |
| UNITED WAY OF SALT LAKE | |||||||||
| 257 E 200 STREET SUITE 300 | SALT LAKE CITY | UT | 841112078 | 870227091 | 501(C)(3) | $2,000,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| VISION TO LEARN | |||||||||
| 12100 WILSHIRE BOULEVARD SUITE 1275 | LOS ANGELES | CA | 90025 | 453457853 | 501(C)(3) | $776,000 | $0 | TO SUPPORT SCALING PLAN | |
| WESTED | |||||||||
| 730 HARRISON STREET | SAN FRANCISCO | CA | 94107 | 943233542 | 115(1) | $99,000 | $0 | TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES | |
| WRITE ON FUNDRAISING LLC | |||||||||
| 36 EAST CAMERON STREET | TULSA | OK | 74103 | 833703981 | $9,750 | $0 | TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES | ||
| YEAR UP | |||||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | 043534407 | 501(C)(3) | $6,700,000 | $0 | TO SUPPORT SCALING PLAN | |
| YOUTH GUIDANCE | |||||||||
| 1 NORTH LASALLE NO 900 | CHICAGO | IL | 60602 | 362167032 | 501(C)(3) | $2,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| YOUTH VILLAGES | |||||||||
| 3320 BROTHER BOULEVARD | BARLETT | TN | 38133 | 581716970 | 501(C)(3) | $18,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| ZEARN INC | |||||||||
| 261 W 35TH STREET 15TH FLOOR | NEW YORK | NY | 100011902 | 371665745 | 501(C)(3) | $1,500,000 | $0 | TO SUPPORT SCALING PLAN | |
| ZERO TO THREE | |||||||||
| 2445 M STREET NW SUITE 600 | WASHINGTON | DC | 20037 | 521105189 | 501(C)(3) | $12,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 99 | Total501c3OrgCnt |
| Total Other Org | 9 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BLUE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 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 12C | BLUE 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 15 | AS 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 19 | COPIES 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. |