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THE BRIDGESPAN GROUP INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE BRIDGESPAN GROUP INC (EIN 31-1625487)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202443209349306849
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T10:14:54-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263753134PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 BOYLSTON STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311625487EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BRIDGESPAN GROUP INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRIDBusinessNameControlTxt
Phone6175722833PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 COPLEY PLACE 3700BAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonABDUL JABBAR GHAYOORPersonNm
Person TitleVP, FINANCE & RISK MANAGEMENTPersonTitleTxt
Phone6175722833PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG KLEINPreparerPersonNm
PTINP00734640PTIN
Phone6177610600PhoneNum
Preparation2024-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM FOSTERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 COPLEY PLACE 3700BAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$84,763,020GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BRIDGESPAN.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionBRIDGESPAN'S MISSION IS TO BUILD A BETTER WORLD BY STRENGTHENING THE ABILITY OF MISSION-DRIVEN ORGANIZATIONS AND PHILANTHROPISTS TO ACHIEVE BREAKTHROUGH RESULTS IN ADDRESSING SOCIETY'S MOST IMPORTANT CHALLENGES AND OPPORTUNITIES.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee432TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$2,669,993TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$273,278NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$39,395,629PYContributionsGrantsAmt
CY Contributions Grants$8,150,348CYContributionsGrantsAmt
PY Program Service Revenue$62,659,873PYProgramServiceRevenueAmt
CY Program Service Revenue$70,984,075CYProgramServiceRevenueAmt
PY Investment Income$337,873PYInvestmentIncomeAmt
CY Investment Income$5,480,062CYInvestmentIncomeAmt
PY Other Revenue$91,226PYOtherRevenueAmt
CY Other Revenue$148,535CYOtherRevenueAmt
PY Total Revenue$102,484,601PYTotalRevenueAmt
CY Total Revenue$84,763,020CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$58,948,224PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$73,707,356CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$685,206CYTotalFundraisingExpenseAmt
PY Other Expenses$14,967,257PYOtherExpensesAmt
CY Other Expenses$21,169,763CYOtherExpensesAmt
PY Total Expenses$73,915,481PYTotalExpensesAmt
CY Total Expenses$94,877,119CYTotalExpensesAmt
PY Revenues Less Expenses$28,569,120PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$10,114,099CYRevenuesLessExpensesAmt
Total Assets BOY$204,720,602TotalAssetsBOYAmt
Total Assets EOY$203,549,391TotalAssetsEOYAmt
Total Liabilities BOY$29,429,821TotalLiabilitiesBOYAmt
Total Liabilities EOY$31,625,960TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$175,290,781NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$171,923,431NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionBRIDGESPAN'S MISSION IS TO BUILD A BETTER WORLD BY STRENGTHENING THE ABILITY OF MISSION-DRIVEN ORGANIZATIONS AND PHILANTHROPISTS TO ACHIEVE BREAKTHROUGH RESULTS IN ADDRESSING SOCIETY'S MOST IMPORTANT CHALLENGES AND OPPORTUNITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$35,963,648ExpenseAmt
Revenue$41,228,189RevenueAmt
DescADVISING PHILANTHROPY AND INVESTORS FOR GREATER SOCIAL IMPACTWE HELP THE WORLD'S LEADING DONORS AND PHILANTHROPIES CRAFT AND ACHIEVE THEIR VISION FOR A MORE JUST AND EQUITABLE WORLD THROUGH THE FOLLOWING SERVICES: - DEVELOPING HIGH-IMPACT GIVING STRATEGIES - SOURCING AND STRUCTURING PHILANTHROPIC INVESTMENTS - DESIGNING AND REALIZING SPECIAL INITIATIVES / PROJECTS - STRUCTURING AND MANAGING PHILANTHROPIC ENTITIES - INCREASING IMPACT AND EFFECTIVENESS OF GRANTEESWE ALSO ADVISE A VARIETY OF INSTITUTIONAL INVESTORS, FOUNDATIONS, AND FAMILY OFFICES ON HOW TO INCORPORATE SOCIAL AND ENVIRONMENTAL IMPACT INVESTING INTO THEIR PORTFOLIOS WITH A FOCUS ON THE FOLLOWING SUPPORTS: - IMPACT STRATEGY - IMPACT DILIGENCE - IMPACT VALUE CREATIONDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$34,988,804ExpenseAmt
Revenue$27,085,893RevenueAmt
DescSUPPORTING NONPROFITS AND NGOS TO ACHIEVE IMPACT ASPIRATIONSWE SUPPORT NONPROFITS AND NGOS IN TWO PRIMARY WAYS. FIRST, WE OFFER CUSTOMIZED ADVISING, IN WHICH WE PARTNER CLOSELY WITH A DIVERSE SET OF NONPROFITS / NGOS AND SUPPORT THEM ON A RANGE OF TOPICS AND PRIORITIES: - STRATEGIC CLARITY - GROWTH AND SCALING - PROGRAM STRATEGY & ALIGNMENT - FUNDING STRATEGY - ORGANIZATIONAL EFFECTIVENESS AND DESIGNSECOND, WE OFFER COHORT-BASED ADVISING, IN WHICH WE OFFER COACHING AND CAPACITY-BUILDING PROGRAMS FOR GROUPS OF LEADERSHIP TEAMS: - LEADING FOR IMPACT (LFI): 12-MONTH COHORT-BASED EXPERIENCE THAT COMBINES CLASSROOM SESSIONS AND TARGETED PROJECT SUPPORT - LEADERSHIP ACCELERATOR (US) AND BRIDGESPAN NONPROFIT DEVELOPMENT PROGRAM (ASIA AND AFRICA): SUPPORT FOR NGO LEADERSHIP TEAMS ON CRITICAL STRATEGY AND MANAGEMENT CHALLENGES THROUGH A COMBINATION OF DIGITAL TOOLS, WORKSHOPS, AND 1-ON-1 COACHINGDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$8,382,159ExpenseAmt
DescSHARING INSIGHTS TO ADVANCE SECTOR-WIDE IMPACTACROSS OUR PORTFOLIO, WE AIM TO ENGAGE SOCIAL SECTOR LEADERS IN OUR KNOWLEDGE WORK IN WAYS THAT SHAPE THEIR THINKING AND BEHAVIOR, AND USE OUR PLATFORM TO AMPLIFY THE VOICES OF BIPOC AND PROXIMATE LEADERS. - MULTIYEAR INITIATIVES: ADVANCE MOST INFLUENTIAL IDEAS FOR THE SOCIAL SECTOR TOWARDS SPECIFIC IMPACT OBJECTIVES THROUGH DEEP, SUSTAINED INVESTMENT - TARGETED INVESTMENTS: EXPLORE PROMISING CROSS-CUTTING ISSUES OR FIELD-SPECIFIC TOPICS WITH DISCRETE INVESTMENTS - FOUNDATIONAL KNOWLEDGE: SERVE AS A GO-TO SOURCE OF KNOWLEDGE AND TOOLS TO BUILD STRONG, RESULTS-DRIVEN NONPROFITS AND DRIVE HIGHLY EFFECTIVE PHILANTHROPYARTICLES PUBLISHED ON BRIDGESPAN.ORG SOUGHT TO ENGAGE OUR AUDIENCE ON TOPICS SUCH AS RACIAL EQUITY, NONPROFIT RESILIENCE, STRATEGIC PLANNING, EQUITABLE SYSTEMS CHANGE, AND CLIMATE. EXAMPLES INCLUDE:HOW NONPROFIT LEADERSHIP DEVELOPMENT SUSTAINS ORGANIZATIONS AND THEIR TEAMS BRIDGESPAN.ORG, 1/1/23BY LINDSEY WALDRON, PREETA NAYAK, TENI LANRE-AMOS, AND BRADLEY SEEMANEQUITABLE PHILANTHROPY CASE STUDY: THE 1954 PROJECT APPROACH BRIDGESPAN.ORG, 2/16/23BY BRITT SAVAGE, LYELL SAKAUE, AND NICOLE AUSTIN-THOMASEQUITABLE SYSTEMS CHANGE: FUNDING FIELD CATALYSTS FROM ORIGINS TO REVOLUTIONIZING THE WORLDBRIDGESPAN.ORG, 3/21/23BY LIJA MCHUGH FARNHAM, EMMA NOTHMANN, KEVIN CROUCH, AND CORA DANIELSPROMOTING EQUITABLE AND INCLUSIVE GREEN JOB GROWTH IN SOUTHEAST ASIA BRIDGESPAN.ORG, 5/16/23BY XUELING LEE, CHRIS ADDY, ROGER THOMPSON, ROSE FARAHHOW NONPROFITS AND NGOS CAN GET REAL VALUE FROM STRATEGIC PLANNING BRIDGESPAN.ORG, 6/1/23BY LINDSEY WALDRON, PREETA NAYAK, TENI LANRE-AMOS, BRADLEY SEEMANREIMAGINING GLOBAL OPERATING MODELS: STEPS MULTI-COUNTRY ORGANIZATIONS ARE TAKING TO ADVANCE EQUITY AND SHIFT POWER LOCALLYBRIDGESPAN.ORG, 6/29/23BY DANIELLE BERFOND, CHANDA JAIN, JASLEEN KAUR, THABO MATSHEGO, ROGER THOMPSON, KARISHMA UBEROI, DONALD YEHCLOSING THE CAPITAL GAP ON IMPACT INVESTMENT IN AFRICA BRIDGESPAN.ORG, 8/1/23BY BERNARD CHIDZERO, SERENA FU, NKANYISO HLONGWA, ROSSINA NAIDOO, FHATUWANI MABILA, ROGER THOMPSONWINNING ON CLIMATE CHANGE: HOW PHILANTHROPY CAN SPUR MAJOR PROGRESS OVER THE NEXT DECADE BRIDGESPAN.ORG, 8/17/23 BY HENRY PLATT, BRIAN BURWELL, SONALI PATEL, BRYAN CORTES, KYLA HARRISON, JOSHUA SEAWELL, AND BRADLEY SEEMANFOUR MINDSETS FOR FUNDING ECONOMIC MOBILITY IN THE BLACK RURAL SOUTH BRIDGESPAN.ORG, 8/24/23BY MIKE SOSKIS, ANGIE ESTEVEZ PRADA, MARK MCKEAG, RICH PIERRE, AND CYNTHIA PHOELPHILANTHROPY'S ROLE IN REPARATIONS AND BUILDING A CULTURE OF RACIAL REPAIR BRIDGESPAN.ORG, 9/27/23BY ARIA FLORANT, TONYEL EDWARDS, CORA DANIELS, ALEXANDRA (ALEX) WILLIAMS, MAURICE ASARE, AND VIKAS MATURITHE PHILANTHROPIC POTENTIAL OF ASIA'S RISING WEALTH BRIDGESPAN.ORG, 11/1/23BY XUELING LEE, KEERAN SIVARAJAH, CHRIS ADDY, ROGER THOMPSONFUNDER PRACTICES THAT STRENGTHEN NONPROFIT RESILIENCE: LESSONS FROM INDIA BRIDGESPAN.ORG, 11/20/23BY PRITHA VENKATACHALAM, SHASHANK RASTOGI, ADITI SHARMA, RACHITA MEHROTRA, LAHARI SHEKAR AND ROGER THOMPSONPODCAST: DREAMING IN COLORBRIDGESPAN HOST: DARREN ISOMIN ADDITION TO PUBLISHING MAJOR ARTICLES ON BRIDGESPAN.ORG, BRIDGESPAN PARTNERS AND MANAGERS CONTRIBUTED ARTICLES TO CENTER FOR EFFECTIVE PHILANTHROPY, THE CHRONICLE OF PHILANTHROPY, STANFORD SOCIAL INNOVATION REVIEW, ALLIANCE MAGAZINE, FORBES INDIA, AND OTHERS. EXAMPLES INCLUDE:WINNING ON CLIMATE CHANGE IS ENTIRELY POSSIBLE WITH A LITTLE MORE HELP FROM PHILANTHROPYALLIANCE MAGAZINE, 9/7/23BY HENRY PLATT, BRIAN BURWELL, AND SONALI PATELA REPARATIONS ROADMAP FOR PHILANTHROPYSSIR.ORG, 9/27/23BY ARIA FLORANT, TONYEL EDWARDS, CORA DANIELS, ALEXANDRA WILLIAMS & MAURICE ASAREINVESTING IN THE BLACK RURAL SOUTH TO ENABLE SOCIAL MOBILITY NATIONWIDECENTER FOR EFFECTIVE PHILANTHROPY, 11/9/23BY MIKE SOSKIS, ANGIE ESTEVEZ PRADA, AND MARK MCKEAGWHY IS PHILANTHROPY AFRAID TO TALK ABOUT REPARATIONS?THE CHRONICLE OF PHILANTHROPY, 11/18/23BY CORA DANIELSINCORPORATING EQUITY IN GRANTMAKING AND PROGRAMME DESIGN FOR MARGINALISED COMMUNITIESAVPN, 11/20/23BY RITI MOHAPATRAWHY GRANTMAKERS AND NONPROFITS ARE COMMITTING TO COMMUNITY-DRIVEN CHANGEFORBES INDIA, 11/30/23BY RITI MOHAPATRA, PRITHA VENKATACHALAM, AND CHANDNI NORONHASUBSCRIPTIONS TO BRIDGESPAN'S NEWSLETTERS, THE BRIDGESPAN KNOWLEDGE LETTER, LEADERSMATTER, AND ALERTS, REACHED A COMBINED TOTAL OF 39,000 AT THE END OF 2023.IN 2023, BRIDGESPAN PARTICIPATED IN 91 CONFERENCES AND GAVE 76 PRESENTATIONS. IN ADDITION, BRIDGESPAN HOSTED 19 WEBINARS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$79,334,611TotalProgramServiceExpensesAmt
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 EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
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 EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document82IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee432EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryINForeignCountryCd
Foreign CountrySFForeignCountryCd
Foreign CountrySNForeignCountryCd
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 Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
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 FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
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 Line1ABDUL JABBAR GHAYOORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7034038124PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 COPLEY PLACE SUITE 3700BAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
WILLIAM FOSTER
MANAGING PARTNER50.000.00Yes (X)Yes (X)$466,915$0$46,373
JEFFREY L BRADACH
PARTNER/TRUSTEE50.000.00Yes (X)$445,050$0$44,632
THOMAS J TIERNEY
CHAIRMAN20.000.00Yes (X)Yes (X)$0$0$32,777
FRED BLACKWELL
TRUSTEE1.000.00Yes (X)$0$0$0
DAN CARDINALI
TRUSTEE (UNTIL DEC. 2023)1.000.00Yes (X)$0$0$0
MAYA CHORENGEL
TRUSTEE1.000.00Yes (X)$0$0$0
JOHN DONAHOE
TRUSTEE (UNTIL NOV. 2023)1.000.00Yes (X)$0$0$0
CHERYL DORSEY
TRUSTEE1.000.00Yes (X)$0$0$0
KARA GRUVER
TRUSTEE1.000.00Yes (X)$0$0$0
GREG GUNN
TRUSTEE1.000.00Yes (X)$0$0$0
JULIA LOPEZ
TRUSTEE1.000.00Yes (X)$0$0$0
MANNY MACEDA
TRUSTEE1.000.00Yes (X)$0$0$0
NITIN NOHRIA
TRUSTEE1.000.00Yes (X)$0$0$0
NDIDI OKONKWO NWUNELI
TRUSTEE1.000.00Yes (X)$0$0$0
REBECCA RIMEL
TRUSTEE1.000.00Yes (X)$0$0$0
AMANDA TAFT-PEARMAN
PARTNER & COO & TREASURER50.000.00Yes (X)$389,725$0$71,664
JAMES LUM UNTIL FEB 2023
PARTNER/CHIEF FINAN & INFO OFFICER50.000.00Yes (X)$113,007$0$0
NIDHI SAHNI
PARTNER50.000.00$398,162$0$69,003Yes (X)
PREETA NAYAK
PARTNER50.000.00$356,911$0$67,490Yes (X)
JAN SCHWIER
PARTNER50.000.00$345,694$0$50,417Yes (X)
GAIL PERREAULT
PARTNER50.000.00$349,075$0$45,352Yes (X)
ALEX NEUHOFF
PARTNER50.000.00$329,075$0$45,436Yes (X)
NITHIN IYENGAR
PARTNER50.000.00$328,865$0$45,546Yes (X)
PETER KIM
CHIEF PEOPLE CULTURE OFFICER50.000.00$321,738$0$52,069Yes (X)
ALLANA JACKSON
PARTNER (UNTIL OCT. 2023)50.000.00$315,036$0$41,072Yes (X)
STEPHANIE KATER
PARTNER25.0025.00$176,201$150,202$59,777Yes (X)
PAUL ROSENBERG
PARTNER50.000.00$342,824$0$45,288Yes (X)
WILLA SELDON
PARTNER50.000.00$343,403$0$43,767Yes (X)
KRISTEN LOUREIRO
PARTNER50.000.00$299,281$0$67,513Yes (X)
DARREN J ISOM
PARTNER50.000.00$295,674$0$45,093Yes (X)
ROHIT MENEZES
PARTNER50.000.00$294,411$0$45,715Yes (X)
WILLIAM COWEN UNTIL APRIL 2023
FORMER SENIOR FINANCE DIRECTOR50.000.00$187,148$0$31,700Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$6,098,195TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$150,202TotReportableCompRltdOrgAmt
Total Other Compensation$950,684TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K215IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
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
CROWE
PO BOX 71570CHICAGOIL60694CONSULTING$943,253
SEYFARTH SHAW LLP
233 S WACKER DR SUITE 8000CHICAGOIL60606LEGAL SERVICES$282,347
VEDYA LLC
30110 CROWN VALLEY PARKWAY 205LAGUNA NIGEULCA92677CONSULTING$220,000
GARTNER INC
13200 PAUL J DOHERTY PARKWAYFORT MEYERSFL33913IT$210,550
KORN FERRY
PO BOX 1450MINNEAPOLISMN55485CONSULTING$209,869
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K15CntrctRcvdGreaterThan100KCnt
All Other Contributions$8,150,348AllOtherContributionsAmt
Total Contributions$8,150,348TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
ADVISING PHILANTHROPY & INVESTORS900099$41,228,189$41,228,189
SUPPORTING NONPROFITS & NGOS541610$29,755,886$27,085,893$2,669,993
FieldValueIRS element (for citing)
Total Program Service Revenue$70,984,075TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,480,062TotalRevenueColumnAmt
Exclusion$5,480,062ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business541610BusinessCd
Total Revenue Column$148,535TotalRevenueColumnAmt
Exclusion$148,535ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$148,535OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$84,763,020TotalRevenueColumnAmt
Related Or Exempt Func Income$68,314,082RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,669,993UnrelatedBusinessRevenueAmt
Exclusion$5,628,597ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,584,848TotalAmt
Program Services$3,026,742ProgramServicesAmt
Management And General$1,397,940ManagementAndGeneralAmt
Fundraising$160,166FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$54,310,009TotalAmt
Program Services$47,487,968ProgramServicesAmt
Management And General$6,500,802ManagementAndGeneralAmt
Fundraising$321,239FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,042,946TotalAmt
Program Services$2,454,772ProgramServicesAmt
Management And General$563,055ManagementAndGeneralAmt
Fundraising$25,119FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$11,769,553TotalAmt
Program Services$10,123,030ProgramServicesAmt
Management And General$1,549,953ManagementAndGeneralAmt
Fundraising$96,570FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$5,388,885TotalAmt
Program Services$4,721,549ProgramServicesAmt
Management And General$667,336ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$382,584TotalAmt
Management And General$382,584ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$168,507TotalAmt
Management And General$168,507ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$310,205TotalAmt
Program Services$162,244ProgramServicesAmt
Management And General$147,961ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,816,175TotalAmt
Program Services$1,468,212ProgramServicesAmt
Management And General$333,103ManagementAndGeneralAmt
Fundraising$14,860FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,011,359TotalAmt
Program Services$2,434,409ProgramServicesAmt
Management And General$552,310ManagementAndGeneralAmt
Fundraising$24,640FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,780,122TotalAmt
Program Services$2,247,475ProgramServicesAmt
Management And General$509,899ManagementAndGeneralAmt
Fundraising$22,748FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,568,766TotalAmt
Program Services$1,268,204ProgramServicesAmt
Management And General$287,726ManagementAndGeneralAmt
Fundraising$12,836FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$245,780TotalAmt
Program Services$198,691ProgramServicesAmt
Management And General$45,078ManagementAndGeneralAmt
Fundraising$2,011FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROJECT EXPENSE$2,120,850$1,475,963$644,887
TRAINING$1,750,169$882,213$867,956
RECRUITING$912,576$786,946$125,630
SUPPLIES$613,785$496,193$112,575$5,017

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$100,000TotalAmt
Program Services$100,000ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$94,877,119TotalAmt
Program Services$79,334,611ProgramServicesAmt
Management And General$14,857,302ManagementAndGeneralAmt
Fundraising$685,206FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$17,083,074BOYAmt
EOY$19,375,651EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$99,939,894BOYAmt
EOY$519,259EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$30,638,893BOYAmt
EOY$18,348,002EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$14,724,658BOYAmt
EOY$18,700,580EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$672,316BOYAmt
EOY$1,253,746EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,073,354LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$7,061,077LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,640,416BOYAmt
EOY$3,012,277EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$29,069,340BOYAmt
EOY$135,722,907EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$8,952,011BOYAmt
EOY$6,616,969EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$204,720,602BOYAmt
EOY$203,549,391EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$27,336,583BOYAmt
EOY$29,934,900EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,093,238BOYAmt
EOY$1,691,060EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$29,429,821BOYAmt
EOY$31,625,960EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$48,052,849BOYAmt
EOY$100,625,724EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$127,237,932BOYAmt
EOY$71,297,707EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$175,290,781BOYAmt
EOY$171,923,431EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$204,720,602BOYAmt
EOY$203,549,391EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$10,114,099ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,746,749NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
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$12,497,902CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$74,702,330CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,220,610CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,395,629CurrentTaxYearMinus1YearAmt
Current Tax Year$8,150,348CurrentTaxYearAmt
Total$172,966,819TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,497,902CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$74,702,330CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,220,610CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,395,629CurrentTaxYearMinus1YearAmt
Current Tax Year$8,150,348CurrentTaxYearAmt
Total$172,966,819TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$71,777,340SubstantialContributorsTotAmt
Public Support Total170$101,189,479PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$690,179CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$495,469CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,026CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$337,873CurrentTaxYearMinus1YearAmt
Current Tax Year$5,480,062CurrentTaxYearAmt
Total$7,013,609TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$303,407CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$589,389CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$876,156CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$336,802CurrentTaxYearMinus1YearAmt
Current Tax Year$274,278CurrentTaxYearAmt
Total$2,380,032TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,381CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$163,289CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$97,788CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$91,226CurrentTaxYearMinus1YearAmt
Current Tax Year$148,535CurrentTaxYearAmt
Total$510,219TotalAmt
FieldValueIRS element (for citing)
Total Support$182,870,679TotalSupportAmt
Gross Receipts Rltd Activities$260,165,358GrossReceiptsRltdActivitiesAmt
Public Support CY1700.55330PublicSupportCY170Pct
Public Support PY1700.55030PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2019 AMOUNT: $ 9,381. 2020 AMOUNT: $ 163,289. 2021 AMOUNT: $ 97,788. 2022 AMOUNT: $ 91,226. 2023 AMOUNT: $ 148,535.ExplanationTxt

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

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,670,773OtherCostOrOtherBasisAmt
Depreciation$4,746,357DepreciationAmt
Book Value$924,416BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,797,707OtherCostOrOtherBasisAmt
Depreciation$1,774,594DepreciationAmt
Book Value$1,023,113BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,604,874OtherCostOrOtherBasisAmt
Depreciation$540,126DepreciationAmt
Book Value$1,064,748BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,012,277TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$91,509,769TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$6,746,749NetUnrealizedGainsInvstAmt
Revenue Not Reported$6,746,749RevenueNotReportedAmt
Revenue Subtotal$84,763,020RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$84,763,020TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$94,877,119TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$94,877,119ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$94,877,119TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATION OF ITS INCOME BEING RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS. HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN UNCERTAINTIES REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. FEDERAL, STATE AND FOREIGN INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
SOUTH ASIA00INVESTMENT$2,613,167
SUB-SAHARAN AFRICA00INVESTMENT$990,748
EAST ASIA AND THE PACIFIC00INVESTMENT$1,031,470
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$4,635,385SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$4,635,385TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

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 PaymentYes (1)SeverancePaymentInd
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 (18 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
WILLIAM FOSTER
MANAGING PARTNER$397,540$0$69,375$0$0$0$11,100$0$35,273$0$513,288$0$0$0
JEFFREY L BRADACH
PARTNER/TRUSTEE$377,550$0$67,500$0$0$0$10,688$0$33,944$0$489,682$0$0$0
NIDHI SAHNI
PARTNER$325,412$0$50,250$0$22,500$0$32,813$0$36,190$0$467,165$0$0$0
AMANDA TAFT-PEARMAN
PARTNER & COO & TREASURER$319,782$0$47,443$0$22,500$0$37,037$0$34,627$0$461,389$0$0$0
PREETA NAYAK
PARTNER$288,286$0$46,125$0$22,500$0$34,713$0$32,777$0$424,401$0$0$0
JAN SCHWIER
PARTNER$280,444$0$42,750$0$22,500$0$35,250$0$15,167$0$396,111$0$0$0
GAIL PERREAULT
PARTNER$301,825$0$47,250$0$0$0$12,575$0$32,777$0$394,427$0$0$0
PAUL ROSENBERG
PARTNER$294,449$0$48,375$0$0$0$12,511$0$32,777$0$388,112$0$0$0
WILLA SELDON
PARTNER$293,153$0$50,250$0$0$0$14,381$0$29,386$0$387,170$0$0$0
STEPHANIE KATER
PARTNER$110,951$150,202$42,750$0$22,500$0$27,000$0$32,777$0$235,978$150,202$0$0
ALEX NEUHOFF
PARTNER$285,200$0$43,875$0$0$0$12,659$0$32,777$0$374,511$0$0$0
NITHIN IYENGAR
PARTNER$284,990$0$43,875$0$0$0$12,769$0$32,777$0$374,411$0$0$0
PETER KIM
CHIEF PEOPLE CULTURE OFFICER$278,988$0$42,750$0$0$0$12,525$0$39,544$0$373,807$0$0$0
KRISTEN LOUREIRO
PARTNER$235,906$0$40,875$0$22,500$0$32,653$0$34,860$0$366,794$0$0$0
ALLANA JACKSON
PARTNER (UNTIL OCT. 2023)$315,036$0$0$0$0$0$11,264$0$29,808$0$356,108$0$0$0
DARREN J ISOM
PARTNER$233,049$0$40,125$0$22,500$0$32,812$0$12,281$0$340,767$0$0$0
ROHIT MENEZES
PARTNER$250,536$0$43,875$0$0$0$12,938$0$32,777$0$340,126$0$0$0
WILLIAM COWEN UNTIL APRIL 2023
FORMER SENIOR FINANCE DIRECTOR$89,645$0$0$0$97,503$0$2,905$0$28,795$0$218,848$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4AJAMES LUM RECEIVED SEVERANCE IN THE AMOUNT OF $113,007 DURING CALENDAR YEAR 2023. WILLIAM COWEN RECEIVED SEVERANCE IN THE AMOUNT OF $97,503 DURING CALENDAR YEAR 2023.
PART I, LINE 7DISCRETIONARY COMPENSATION TO A SELECT NUMBER OF STAFF FOR OUTSTANDING PERFORMANCE.
PART II, COLUMN B(II):THIS COLUMN INCLUDES 1) DISCRETIONARY COMPENSATION PAID TO A SELECT NUMBER OF STAFF FOR OUTSTANDING PERFORMANCE, AND 2) AMOUNTS PAID PURSUANT TO THE ORGANIZATION'S INCENTIVE COMPENSATION PROGRAM FOLLOWING ACHIEVEMENT OF CERTAIN ORGANIZATION-WIDE PERFORMANCE GOALS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BBRIDGESPAN'S FORM 990 WAS PREPARED BY SENIOR MANAGEMENT AND OUR TAX ADVISORS AFTER THE COMPLETION OF THE ANNUAL AUDIT. A DRAFT COPY OF THE FORM 990 IS REVIEWED WITH THE AUDIT COMMITTEE, AND A SUBSEQUENT DRAFT INCORPORATING THEIR COMMENTS IS PREPARED AND SHARED WITH THE FULL BOARD OF TRUSTEES BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CBRIDGESPAN'S CONFLICT OF INTEREST POLICY REQUIRES THAT MEMBERS OF THE BOARD OF TRUSTEES, AND MEMBERS OF THE STAFF DESIGNATED AS MANAGEMENT (INCLUDING ALL OFFICERS AND KEY EMPLOYEES) COMPLETE A CONFLICT OF INTEREST FORM THAT REQUIRES DISCLOSURE OF ANY INTEREST THAT COULD GIVE RISE TO CONFLICT. THIS PROCESS IS REPEATED ANNUALLY, IN MARCH. THE MANAGING PARTNER AND A COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE COMPLETED FORMS, AND ADDRESSES CONFLICTS AS THEY ARISE. THE INTERESTED PERSON WHO HAS A CONFLICT MAY NOT VOTE ON MATTERS FOR WHICH THERE IS A CONFLICT OF INTEREST AND THEY MUST BE EXCLUDED FROM DISCUSSIONS OF MATTERS FOR WHICH THERE IS A CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15BRIDGESPAN UTILIZES A PROCESS TO ENSURE THAT COMPENSATION FOR PARTNERS IS REVIEWED AND APPROVED BY INDEPENDENT PERSONS, AND THAT IT IS BASED ON COMPARABLE COMPENSATION DATA FROM OTHER ORGANIZATIONS. COMPENSATION FOR THE MANAGING PARTNERS AND OTHER PARTNERS AT BRIDGESPAN IS REVIEWED AND DELIBERATED ANNUALLY BY THE BRIDGESPAN BOARD OF TRUSTEES, AND CHANGES TO COMPENSATION LEVELS ARE MADE ONLY WITH THE APPROVAL OF THE FULL BOARD. BRIDGESPAN COMMISSIONS AN INDEPENDENT THIRD-PARTY COMPENSATION SURVEY EVERY THREE YEARS FROM AN OUTSIDE CONSULTING FIRM SPECIALIZING IN COMPENSATION TO PROVIDE BENCHMARKING INFORMATION ON COMPENSATION FOR SIMILAR POSITIONS IN OTHER ORGANIZATIONS. IN YEARS WHEN THE INDEPENDENT THIRD-PARTY SURVEY IS NOT BEING CONDUCTED, THE BOARD MAKES INQUIRIES WITH COMPENSATION EXPERTS AND OTHER INDEPENDENT SOURCES TO DETERMINE WHETHER THERE HAVE BEEN ANY SIGNIFICANT CHANGES OR TRENDS THAT COULD IMPACT PARTNER COMPENSATION LEVELS.
FORM 990, PART VI, SECTION C, LINE 19THE FINANCIAL STATEMENTS AND FORM 990 OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC VIA THE MASSACHUSETTS ATTORNEY GENERAL WEBSITE. THE ORIGINAL CORPORATE BYLAWS ARE PART OF BRIDGESPAN'S FORM 1023, WHICH IS A PUBLIC REQUEST DOCUMENT. THE BRIDGESPAN GROUP'S CONFLICT OF INTEREST POLICY IS MADE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINLegal Domicile StateLegalDomicileStateCd
BRIDGESPAN INDIA PRIVATE LIMITED
9TH FL PLANTINA G BLOCK PLOT C 5MUMBAIMAHARASHSTRAIN400051ADVISORY SERVICESINTHE BRIDGESPAN GROUP INCC$797,305$3,190,7160.97000Yes (1)
BRIDGESPAN SOCIAL IMPACT INC
ADVISORY SERVICESTHE BRIDGESPAN GROUP INCC$662,139$3,667,1701.00000Yes (1)2 COPLEY PLACEBOSTONMA02110814310056MA
BRIDGESPAN AFRICA RF
10 THE HIGH STREETJOHANNESBURGSF2076ADVISORY SERVICESSFTHE BRIDGESPAN GROUP INCC$616,786$1,159,2511.00000Yes (1)
BRIDGESPAN SOUTHEAST ASIA LTD
36 ROBINSON ROADCITY HOUSESN068877ADVISORY SERVICESSNTHE BRIDGESPAN GROUP INCC$1,015,019$1,238,4571.00000Yes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BRIDGESPAN SOCIAL IMPACT INC
L$2,676,991COST
BRIDGESPAN SOCIAL IMPACT INC
D$1,487,672BOOK VALUE
BRIDGESPAN AFRICA RF
E$468,490BOOK VALUE
BRIDGESPAN INDIA PRIVATE LIMITED
E$826,934BOOK VALUE
BRIDGESPAN SOUTHEAST ASIA LTD
E$67,950BOOK VALUE