BLUE MERIDIAN PARTNERS INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BLUE MERIDIAN PARTNERS INC (EIN 81-5086187)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-05-02
- IRS object ID
- 202211229349300626
- Schema version
- 2020v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-02T15:48:10-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | 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 | 2020-10-01 | 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 | NANCY ROOB | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125519100 | PhoneNum |
| Signature | 2022-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY | PersonFirstNm |
| Person Last | ROOB | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 2123721000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NANCY ROOB | 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 | $423,466,930 | 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 | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 69 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $899,547,056 | PYContributionsGrantsAmt |
| CY Contributions Grants | $174,061,621 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,699,187 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,008,014 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $907,246,243 | PYTotalRevenueAmt |
| CY Total Revenue | $188,069,635 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $302,292,753 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $387,091,716 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,658,247 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,309,565 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,610,383 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,435,004 | PYOtherExpensesAmt |
| CY Other Expenses | $8,604,847 | CYOtherExpensesAmt |
| PY Total Expenses | $324,386,004 | PYTotalExpensesAmt |
| CY Total Expenses | $413,006,128 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $582,860,239 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$224,936,493 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,863,793,077 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,640,549,641 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,832,672 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,207,799 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,854,960,405 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,637,341,842 | NetAssetsOrFundBalancesEOYAmt |
| Mission | BLUE MERIDIAN PARTNERS 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 | $409,062,686 | ExpenseAmt |
| Grant | $387,091,716 | GrantAmt |
| 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 | $409,062,686 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 0 | 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 | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 69 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RALPH STEFANO | 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | 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 | 5.00 | Yes (X) | Yes (X) | $974,986 | $0 | $106,627 | ||
| JAMES H SHELTON | |||||||||
| CHIEF INVESTMENT AND IMPACT OFFICER | 50.00 | 0.00 | Yes (X) | $739,562 | $0 | $76,413 | |||
| CHARLES HARRIS III | |||||||||
| CHIEF DEVELOPMENT OFFICER | 50.00 | 0.00 | $613,539 | $0 | $84,787 | Yes (X) | |||
| KELLY L CAMPBELL | |||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT. | 50.00 | 0.00 | $593,656 | $0 | $75,787 | Yes (X) | |||
| RALPH STEFANO | |||||||||
| TREASURER / SECRETARY / CFO | 45.00 | 5.00 | Yes (X) | $586,486 | $0 | $61,188 | |||
| TIFFANY GUEYE | |||||||||
| CHIEF OPERATING OFFICER | 45.00 | 5.00 | Yes (X) | $557,478 | $0 | $63,940 | |||
| CAROL PLEDGER | |||||||||
| INTERIM CHIEF ADMINISTRATION OFFICER | 45.00 | 5.00 | $515,543 | $0 | $72,739 | Yes (X) | |||
| LISSETTE RODRIGUEZ | |||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT. | 30.00 | 20.00 | $484,938 | $0 | $102,021 | Yes (X) | |||
| MINDY S TARLOW | |||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT. | 50.00 | 0.00 | $464,395 | $0 | $61,507 | Yes (X) | |||
| MICAH L CARR | |||||||||
| CHIEF BRANDING OFFICER | 50.00 | 0.00 | $464,356 | $0 | $59,775 | Yes (X) | |||
| JEHAN VELJI | |||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT. | 50.00 | 0.00 | $444,481 | $0 | $54,925 | Yes (X) | |||
| ALBERT S CHUNG | |||||||||
| CHIEF, STRATEGIC INITIATIVES | 45.00 | 5.00 | $390,205 | $0 | $50,150 | Yes (X) | |||
| ELIZABETH PAWLSON | |||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT. | 50.00 | 0.00 | $365,548 | $0 | $59,302 | Yes (X) | |||
| GEOFFREY CANADA | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $47,500 | $0 | $0 | |||
| CONNIE BALLMER | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES M CLARK | |||||||||
| DIRECTOR | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| DON CORNWELL | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN A DENNING | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN W KENNEDY | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE PAVLOV | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STANLEY DRUCKMILLER | |||||||||
| BOARD CHAIR | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,242,673 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $929,161 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 33 | 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 |
|---|---|---|---|---|---|
| BRIDGESPAN GROUP | |||||
| 2 COPLEY PLACE 7TH FLOOR SUITE 37 | BOSTON | MA | 02116 | PROGRAM AND GRANTEE CONSULTING | $3,564,635 |
| PATTERSON BELKNAP WEBB & TYLER LLP | |||||
| 1133 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | LEGAL CONSULTING | $911,864 |
| HR&A ADVISORS INC | |||||
| 99 HUDSON STREET 3RD FLOOR | NEW YORK | NY | 10013 | PLACE BASED INVESTMENT EVALUATION CONSUL | $250,000 |
| BETTYANDSMITH LLC | |||||
| 1818 N STREET NW SUITE 515 | WASHINGTON | DC | 20036 | BRANDING/COMMS CONSULTING | $202,275 |
| RSM US LLP | |||||
| 5155 PAYSPERE CIRCLE | CHICAGO | IL | 60674 | AUDIT / TAX CONSULTING | $201,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $58,534,445 | RelatedOrganizationsAmt |
| All Other Contributions | $115,527,176 | AllOtherContributionsAmt |
| Noncash Contributions | $59,534,445 | NoncashContributionsAmt |
| Total Contributions | $174,061,621 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $508,204 | TotalRevenueColumnAmt |
| Exclusion | $508,204 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $248,897,105 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $235,397,295 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,499,810 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,499,810 | TotalRevenueColumnAmt |
| Exclusion | $13,499,810 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $188,069,635 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,008,014 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,085,556 | TotalAmt |
| Program Services | $387,085,556 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,160 | TotalAmt |
| Program Services | $6,160 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,307,941 | TotalAmt |
| Program Services | $3,637,356 | ProgramServicesAmt |
| Management And General | $400,690 | ManagementAndGeneralAmt |
| Fundraising | $269,895 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,381,328 | TotalAmt |
| Program Services | $7,254,600 | ProgramServicesAmt |
| Management And General | $1,252,391 | ManagementAndGeneralAmt |
| Fundraising | $874,337 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,105,211 | TotalAmt |
| Program Services | $879,369 | ProgramServicesAmt |
| Management And General | $133,462 | ManagementAndGeneralAmt |
| Fundraising | $92,380 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,762,780 | TotalAmt |
| Program Services | $1,402,567 | ProgramServicesAmt |
| Management And General | $212,869 | ManagementAndGeneralAmt |
| Fundraising | $147,344 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $752,305 | TotalAmt |
| Program Services | $598,577 | ProgramServicesAmt |
| Management And General | $90,846 | ManagementAndGeneralAmt |
| Fundraising | $62,882 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $733,282 | TotalAmt |
| Program Services | $619,137 | ProgramServicesAmt |
| Management And General | $68,204 | ManagementAndGeneralAmt |
| Fundraising | $45,941 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,478 | TotalAmt |
| Program Services | $159,983 | ProgramServicesAmt |
| Management And General | $17,624 | ManagementAndGeneralAmt |
| Fundraising | $11,871 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,493,371 | TotalAmt |
| Program Services | $6,389,452 | ProgramServicesAmt |
| Management And General | $62,094 | ManagementAndGeneralAmt |
| Fundraising | $41,825 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,034 | TotalAmt |
| Program Services | $163,830 | ProgramServicesAmt |
| Management And General | $18,048 | ManagementAndGeneralAmt |
| Fundraising | $12,156 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $435,623 | TotalAmt |
| Program Services | $367,813 | ProgramServicesAmt |
| Management And General | $40,518 | ManagementAndGeneralAmt |
| Fundraising | $27,292 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,745 | TotalAmt |
| Program Services | $214,247 | ProgramServicesAmt |
| Management And General | $23,601 | ManagementAndGeneralAmt |
| Fundraising | $15,897 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,989 | TotalAmt |
| Program Services | $195,954 | ProgramServicesAmt |
| Management And General | $3,008 | ManagementAndGeneralAmt |
| Fundraising | $2,027 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,990 | TotalAmt |
| Program Services | $85,270 | ProgramServicesAmt |
| Management And General | $9,393 | ManagementAndGeneralAmt |
| Fundraising | $6,327 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Total | $3,335 | TotalAmt |
| Program Services | $2,815 | ProgramServicesAmt |
| Management And General | $311 | ManagementAndGeneralAmt |
| Fundraising | $209 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,006,128 | TotalAmt |
| Program Services | $409,062,686 | ProgramServicesAmt |
| Management And General | $2,333,059 | ManagementAndGeneralAmt |
| Fundraising | $1,610,383 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,221,698 | BOYAmt |
| EOY | $84,023,776 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,448,940,542 | BOYAmt |
| EOY | $980,245,058 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,336 | BOYAmt |
| EOY | $26,801 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,202 | BOYAmt |
| EOY | $1,086,560 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,078,299 | BOYAmt |
| EOY | $305,437,816 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $269,729,630 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,863,793,077 | BOYAmt |
| EOY | $1,640,549,641 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $492,670 | BOYAmt |
| EOY | $1,307,799 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,340,002 | BOYAmt |
| EOY | $1,900,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,832,672 | BOYAmt |
| EOY | $3,207,799 | 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 | $3,028,588 | BOYAmt |
| EOY | $39,048,862 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,851,931,817 | BOYAmt |
| EOY | $1,598,292,980 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,854,960,405 | BOYAmt |
| EOY | $1,637,341,842 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,863,793,077 | BOYAmt |
| EOY | $1,640,549,641 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$224,936,493 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,317,930 | 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 Minus3 Years | $851,174,026 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $639,339,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $899,547,056 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $174,061,621 | CurrentTaxYearAmt |
| Total | $2,564,121,772 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $851,174,026 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $639,339,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $899,547,056 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $174,061,621 | CurrentTaxYearAmt |
| Total | $2,564,121,772 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,313,997,348 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,250,124,424 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $302,322 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,722,581 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,069,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $508,204 | CurrentTaxYearAmt |
| Total | $3,602,204 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,567,723,976 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $108,939 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $108,939 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | BMP MADE GRANTS TO TWO ORGANIZATIONS THAT CONDUCTED LOBBYING ACTIVITIES. THESE ACTIVITIES FOCUSED ON PROGRESSING POLICIES AND PROGRAMS TO ADVANCE INCLUSIVE ECONOMIC RECOVERY AND LONGER-TERM ECONOMIC MOBILITY THAT WOULD BENEFIT THE GRANTEES THAT BMP FUNDS. BMP STAFF TIME USED IN THE DUE DILIGENCE, REVIEW, AND SUPPORT OF THESE TWO GRANTS HAVE ALSO BEEN INCLUDED IN THE TOTAL LOBBYING ACTIVITY NUMBER. | ExplanationTxt |
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 | $261,830,839 | F |
| CREDIT/EVENT DRIVEN | $7,109,343 | F |
| OTHER | $789,448 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $269,729,630 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $195,387,565 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,317,930 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $7,317,930 | RevenueNotReportedAmt |
| Revenue Subtotal | $188,069,635 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $188,069,635 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $413,006,128 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $413,006,128 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $413,006,128 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION, AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNCERTAIN TAX POSITIONS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE REPORTING PERIODS PRESENTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (78 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE BELL FOUNDATION INC | ||||||||
| ONE UNIVERSITY AVENUE SUITE 201A | WESTWOOD | MA | 02090 | 043182053 | 501(C)(3) | $3,500,000 | TO SUPPORT SCALING PLAN | |
| BENEFITS DATA TRUST | ||||||||
| 1500 MARKET STREET SUITE 2800 | PHILADELPHIA | PA | 19102 | 203455598 | 501(C)(3) | $5,500,000 | TO PROVIDE COVID-19 SUPPORT | |
| BEREA COLLEGE | ||||||||
| LINCOLN HALL 220 | BEREA | KY | 40404 | 610444650 | 501(C)(3) | $4,679,000 | TO SUPPORT ECONOMIC MOBILITY | |
| BEYOND 12 EDUCATION INC | ||||||||
| 1625 CLAY STREET SUITE 100 | OAKLAND | CA | 94612 | 271275246 | 501(C)(3) | $6,000,000 | TO SUPPORT SCALING PLAN | |
| BOREALIS PHILANTHROPY | ||||||||
| PO BOX 3295 | MINNEAPOLIS | MN | 55403 | 464598642 | 501(C)(3) | $400,000 | TO PROVIDE COVID-19 SUPPORT | |
| CENTER FOR EMPLOYMENT OPPORTUNITIES INC | ||||||||
| 50 BROADWAY SUITE 1604 | NEW YORK | NY | 10004 | 133843322 | 501(C)(3) | $8,150,000 | TO SUPPORT SCALING PLAN | |
| CHIEFS FOR CHANGE INC | ||||||||
| 1455 PENNSYLVANIA AVENUE SUITE | WASHINGTON | DC | 20004 | 472373903 | 501(C)(3) | $30,000,000 | TO SUPPORT EDUCATION INVESTMENTS | 400-31 |
| CODE FOR AMERICA LABS INC | ||||||||
| 972 MISSION STREET FLOOR 5 | SAN FRANCISCO | CA | 94103 | 271067272 | 501(C)(3) | $3,000,000 | TO SUPPORT SCALING PLAN | |
| CODEPATHORG | ||||||||
| 353 KING STREET APARTMENT 733 | SAN FRANCISCO | CA | 94158 | 815338932 | 501(C)(3) | $4,000,000 | TO SUPPORT SCALING PLAN | |
| COMMUNITIES IN SCHOOLS INC | ||||||||
| 2345 CRYSTAL DRIVE SUITE 700 | ARLINGTON | VA | 22202 | 581289174 | 501(C)(3) | $3,500,000 | TO SUPPORT EDUCATION INVESTMENTS | |
| THE COMMUNITY FOUNDATION FOR GREATER ATLANTA | ||||||||
| 191 PEACHTREE STREET NE SUITE 1000 | ATLANTA | GA | 30303 | 581344646 | 501(C)(3) | $2,000,000 | TO SUPPORT ECONOMIC MOBILITY | |
| COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN | ||||||||
| 333 W FORT STREET SUITE 2010 | DETROIT | MI | 482263134 | 382530980 | 501(C)(3) | $4,000,000 | TO SUPPORT SCALING PLAN | |
| COMMUNITY FOUNDATION OF GREATER MEMPHIS | ||||||||
| 1900 UNION AVENUE | MEMPHIS | TN | 38104 | 581723645 | 501(C)(3) | $925,000 | TO SUPPORT ECONOMIC MOBILITY | |
| CONVERGE CONSULTING LLC | ||||||||
| 3157 GENTILLY BOULEVARD PMB 4048 | NEW ORLEANS | LA | 70122 | 320603681 | $175,000 | TO SUPPORT ECONOMIC MOBILITY | ||
| DAVE THOMAS FOUNDATION FOR ADOPTION | ||||||||
| 4900 TUTTLE CROSSING BOULEVARD | DUBLIN | OH | 43016 | 311356151 | 501(C)(3) | $9,500,000 | TO SUPPORT SCALING PLAN | |
| ECONOMIC MOBILITY PATHWAYS | ||||||||
| 308 CONGRESS STREET 5TH FLOOR | BOSTON | MA | 022101015 | 042104046 | 501(C)(3) | $2,750,000 | TO SUPPORT SCALING PLAN | |
| THE EDUCATION FINANCE INSTITUTE | ||||||||
| 601 LEXINGTON AVE 17TH FLOOR | NEW YORK | NY | 10022 | 831400442 | 501(C)(3) | $34,170,000 | TO SUPPORT SCALING PLAN | |
| EDUCATIONSUPERHIGHWAY | ||||||||
| 433 CALIFORNIA STREET NO 500 | SAN FRANCISCO | CA | 94104 | 455240576 | 501(C)(3) | $4,500,000 | TO SUPPORT EDUCATION INVESTMENTS | |
| EQUAL OPPORTUNITY SCHOOLS | ||||||||
| 5601 SIXTH AVENUE SOUTH SUITE 258 | SEATTLE | WA | 98108 | 371609659 | 501(C)(3) | $500,000 | TO SUPPORT SCALING PLAN | |
| FII - NATIONAL | ||||||||
| 633 13TH STREET NO 200 | OAKLAND | CA | 94612 | 020784790 | 501(C)(3) | $2,750,000 | TO SUPPORT ECONOMIC MOBILITY | |
| FISCAL MANAGEMENT ASSOCIATES LLC | ||||||||
| 600 3RD AVE | NEW YORK | NY | 10016 | 134086265 | $200,000 | TO SUPPORT STRATEGIC PLANNING & ECONOMIC MOBILITY | ||
| FOUNDATION AT FRESNO COUNTY OFFICE OF EDUCATION | ||||||||
| 1111 VAN NESS 3RD FLOOR | FRESNO | CA | 93721 | 800381096 | 501(C)(3) | $3,700,000 | TO SUPPORT ECONOMIC MOBILITY | |
| FREEDMAN CONSULTING LLC | ||||||||
| 1818 N STREET NW SUITE 450 | WASHINGTON | DC | 20036 | 043762709 | $175,000 | TO SUPPORT ECONOMIC MOBILITY | ||
| GENERATION USA | ||||||||
| 1616 H STREET SUITE 820 | WASHINGTON | DC | 20006 | 843357705 | 501(C)(3) | $2,000,000 | TO SUPPORT SCALING PLAN | |
| GENERATION - YOU EMPLOYED INC | ||||||||
| 1200 19TH STREET NW SUITE 1110 | WASHINGTON | DC | 20036 | 471073442 | 501(C)(3) | $750,000 | TO SUPPORT SCALING PLAN | |
| GLOBAL IMPACT | ||||||||
| 1199 NORTH FAIRFAX STREET SUITE 300 | ALEXANDRIA | VA | 22314 | 521273585 | 501(C)(3) | $3,500,000 | TO SUPPORT SCALING PLAN | 300 |
| GRAMEEN AMERICA | ||||||||
| 150 W 30TH STREET 8TH FLOOR | NEW YORK | NY | 100014151 | 208497991 | 501(C)(3) | $7,000,000 | TO SUPPORT SCALING PLAN | |
| HARLEM CHILDREN'S ZONE INC | ||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | 237112974 | 501(C)(3) | $4,100,000 | TO SUPPORT ECONOMIC MOBILITY | |
| JOBS FOR THE FUTURE INC | ||||||||
| 88 BROAD STREET FLOOR 8 | BOSTON | MA | 02110 | 061164568 | 501(C)(3) | $225,000 | TO SUPPORT STRATEGIC PLANNING | |
| LEARN TO EARN DAYTON | ||||||||
| 200 S KEOWEE STREET | DAYTON | OH | 45402 | 810823777 | 501(C)(3) | $4,790,000 | TO SUPPORT ECONOMIC MOBILITY | |
| LOUISVILLE URBAN LEAGUE | ||||||||
| 1535 WEST BROADWAY | LOUISVILLE | KY | 40203 | 610444771 | 501(C)(3) | $4,000,000 | TO SUPPORT ECONOMIC MOBILITY | |
| MANAGEMENT LEADERSHIP FOR TOMORROW | ||||||||
| 7201 WISCONSIN AVENUE SUITE 400 | BETHESDA | MD | 208144848 | 521795164 | 501(C)(3) | $8,000,000 | TO SUPPORT SCALING PLAN | |
| MANATT PHELPS & PHILLIPS LLP | ||||||||
| 7 TIMES SQUARE | NEW YORK | NY | 10036 | 952375841 | $20,000 | TO SUPPORT STRATEGIC PLANNING | ||
| MARCUS A FOSTER EDUCATIONAL INSTITUTE | ||||||||
| 2000 FRANKLIN STREET | OAKLAND | CA | 94612 | 237357906 | 501(C)(3) | $274,000 | TO SUPPORT ECONOMIC MOBILITY | |
| MDRC | ||||||||
| 200 VESEY STREET 23RD FLOOR | NEW YORK | NY | 10281 | 237379473 | 501(C)(3) | $2,000,000 | TO SUPPORT EDUCATION INVESTMENTS | |
| MERIT AMERICA | ||||||||
| 712 H STREET NE SUITE 1560 | WASHINGTON | DC | 20002 | 842108762 | 501(C)(3) | $2,000,000 | TO SUPPORT SCALING PLAN | |
| NATIONAL EMPLOYMENT LAW PROJECT | ||||||||
| 90 BROAD STREET SUITE 1100 | NEW YORK | NY | 10004 | 132758558 | 501(C)(3) | $210,000 | TO SUPPORT STRATEGIC PLANNING | |
| NEW PROFIT INC | ||||||||
| 225 FRANKLIN STREET NO 350 | BOSTON | MA | 02110 | 043396766 | 501(C)(3) | $5,400,000 | TO SUPPORT EDUCATION INVESTMENTS | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTIVUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | 205806345 | 501(C)(3) | $5,230,000 | TO SUPPORT SCALING PLAN & TO PROVIDE COVID-19 SUPPORT | 300 |
| NEWSCHOOLS VENTURE FUND | ||||||||
| 1616 FRANKLIN STREET 2ND FLOOR | OAKLAND | CA | 94612 | 943281780 | 501(C)(3) | $5,800,000 | TO SUPPORT EDUCATION INVESTMENTS | |
| NURSE FAMILY PARTNERSHIP | ||||||||
| 1900 GRANT STREET SUITE 400 | DENVER | CO | 80203 | 200234163 | 501(C)(3) | $5,900,000 | TO SUPPORT SCALING PLAN | |
| OAKLAND PROMISE | ||||||||
| 300 FRANK H OGAWA PLAZA UNIT 430 | OAKLAND | CA | 94612 | 542103707 | 501(C)(3) | $1,280,000 | TO SUPPORT ECONOMIC MOBILITY | |
| ONEGOAL | ||||||||
| 180 N WABASH SUITE 800 | CHICAGO | IL | 60601 | 562369898 | 501(C)(3) | $3,800,000 | TO SUPPORT EDUCATION INVESTMENTS | |
| P16 PLUS COUNCIL OF GREATER BEXAR COUNTY FOUNDATION INC | ||||||||
| 454 SOLEDAD STREET SUITE 101 | SAN ANTONIO | TX | 78205 | 800174484 | 501(C)(3) | $3,076,000 | TO SUPPORT ECONOMIC MOBILITY | |
| PER SCHOLAS INC | ||||||||
| 804 E 138TH STREET | BRONX | NY | 104541932 | 043252955 | 501(C)(3) | $6,000,000 | TO SUPPORT SCALING PLAN | |
| POLICING EQUITY | ||||||||
| 1925 CENTURY PARK EAST 1700 | LOS ANGELES | CA | 90067 | 814945849 | 501(C)(3) | $3,100,000 | TO SUPPORT STRATEGIC PLANNING AND SCALING PLAN | |
| POLICYLINK | ||||||||
| 1438 WEBSTER STREET SUITE 303 | OAKLAND | CA | 94612 | 943297479 | 501(C)(3) | $1,518,806 | TO SUPPORT ECONOMIC MOBILITY & PROVIDE COVID-19 SUPPORT | |
| POLICYLINK | ||||||||
| 1438 WEBSTER STREET SUITE 303 | OAKLAND | CA | 94612 | 943297479 | 501(C)(3) | $62,894 | LOBBYING EFFORTS FOR OTHER ORGANIZATIONS | |
| RECIDIVIZ INC | ||||||||
| 1655 PINE LANE | PROVO | UT | 84604 | 825181074 | 501(C)(3) | $300,000 | TO PROVIDE COVID-19 SUPPORT | |
| RESULTS FOR AMERICA | ||||||||
| 1875 CONNECTICUT AVE NW 10TH FL | WASHINGTON | DC | 20009 | 812709681 | 501(C)(3) | $3,280,000 | TO SUPPORT ECONOMIC MOBILITY | |
| RESULTS FOR AMERICA | ||||||||
| 1875 CONNECTICUT AVE NW 10TH FL | WASHINGTON | DC | 20009 | 812709681 | 501(C)(3) | $40,000 | LOBBYING EFFORTS FOR OTHER ORGANIZATIONS | |
| SAGA INNOVATIONS INC | ||||||||
| 10 LAUDHOLM ROAD | NEWTON | MA | 02458 | 472168942 | 501(C)(3) | $3,000,000 | TO SUPPORT EDUCATION INVESTMENTS | |
| SAN ANTONIO AREA FOUNDATION | ||||||||
| 303 PEARL PARKWAY | SAN ANTONIO | TX | 78215 | 746065414 | 501(C)(3) | $1,050,000 | TO SUPPORT ECONOMIC MOBILITY | |
| PEOPLEFIRST PARTNERSHIP | ||||||||
| 240 MADISON AVENUE SUITE 850 | MEMPHIS | TN | 38103 | 452464843 | 501(C)(3) | $1,075,000 | TO SUPPORT ECONOMIC MOBILITY | |
| SHARE OUR STRENGTH | ||||||||
| 1030 15TH STREET NW SUITE 1100 W | WASHINGTON | DC | 20005 | 521367538 | 501(C)(3) | $5,000,000 | TO SUPPORT EDUCATION INVESTMENTS | |
| SOCIAL FINANCE INC | ||||||||
| 10 MILK STREET SUITE 1010 | BOSTON | MA | 02108 | 274620963 | 501(C)(3) | $10,866,158 | TO SUPPORT EDUCATION INVESTMENTS | |
| SPARTANBURG ACADEMIC MOVEMENT | ||||||||
| 349 E MAIN STREET 101 | SPARTANBURG | SC | 29302 | 452104341 | 501(C)(3) | $3,170,000 | TO SUPPORT ECONOMIC MOBILITY | |
| SPRINGBOARD COLLABORATIVE | ||||||||
| 2 PENN CENTER 1500 JFK BLVD 1160 | PHILADELPHIA | PA | 19102 | 453719806 | 501(C)(3) | $2,500,000 | TO SUPPORT EDUCATION INVESTMENTS | |
| STRIVE TOGETHER INC | ||||||||
| 125 EAST NINTH STREET SECOND FLOOR | CINCINNATI | OH | 45202 | 813380647 | 501(C)(3) | $3,853,135 | TO SUPPORT ECONOMIC MOBILITY | |
| THE BAIL PROJECT | ||||||||
| PO BOX 750 | VENICE | CA | 90294 | 814985512 | 501(C)(3) | $7,500,000 | TO SUPPORT SCALING PLAN | |
| THE BRIDGESPAN GROUP INC | ||||||||
| 2 COPLEY PLACE 7TH FLOOR SUITE | BOSTON | MA | 02116 | 311625487 | 501(C)(3) | $1,852,074 | TO SUPPORT EDUCATION INVESTMENTS, STRATEGIC PLANNING AND SCALING PLAN | 3700B |
| COMMIT2DALLAS | ||||||||
| 3800 MAPLE AVENUE 800 | DALLAS | TX | 75219 | 800790222 | 501(C)(3) | $4,700,000 | TO SUPPORT ECONOMIC MOBILITY | |
| COMMON APPLICATION INC | ||||||||
| 3003 WASHINGTON BOULEVARD SUITE | ARLINGTON | VA | 22201 | 912170737 | 501(C)(3) | $2,700,000 | TO SUPPORT EDUCATION INVESTMENTS | 1000 |
| THE RHODE ISLAND COMMUNITY FOUNDATION | ||||||||
| ONE UNION STATION | PROVIDENCE | RI | 02903 | 222604963 | 501(C)(3) | $4,500,000 | TO SUPPORT ECONOMIC MOBILITY | |
| THURGOOD MARSHALL COLLEGE FUND INC | ||||||||
| 901 F STREET NW SUITE 700 | WASHINGTON | DC | 20004 | 411750692 | 501(C)(3) | $2,000,000 | TO SUPPORT SCALING PLAN | |
| TIDES CENTERGEO | ||||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | 943213100 | 501(C)(3) | $7,000,000 | TO SUPPORT SCALING PLAN | |
| TULSA COMMUNITY FOUNDATION | ||||||||
| 7030 SOUTH YALE AVENUE SUITE 600 | TULSA | OK | 74136 | 731554474 | 501(C)(3) | $20,000,000 | TO SUPPORT SCALING PLAN | |
| UNITED NEGRO COLLEGE FUND INC | ||||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | 131624241 | 501(C)(3) | $23,830,000 | TO SUPPORT SCALING PLAN | |
| UNITED WAY OF GREATER ATLANTA | ||||||||
| 40 COURTLAND STREET NE 300 | ATLANTA | GA | 30303 | 580566194 | 501(C)(3) | $2,000,000 | TO SUPPORT ECONOMIC MOBILITY | |
| UNITED WAY OF SALT LAKE CITY | ||||||||
| 257 E 200 STREET SUITE 300 | SALT LAKE CITY | UT | 841112078 | 870227091 | 501(C)(3) | $4,000,000 | TO SUPPORT ECONOMIC MOBILITY | |
| URBAN INSTITUTE | ||||||||
| 500 LENFANT PLAZA SW | WASHINGTON | DC | 20024 | 520880375 | 501(C)(3) | $600,000 | TO SUPPORT ECONOMIC MOBILITY | |
| VERA INSTITUTE OF JUSTICE INC | ||||||||
| 34 35TH STREET SUITE 4-2A | BROOKLYN | NY | 11232 | 131941627 | 501(C)(3) | $8,000,000 | TO SUPPORT SCALING PLAN | |
| VISION TO LEARN | ||||||||
| 12100 WILSHIRE BOULEVARD SUITE 1275 | LOS ANGELES | CA | 90025 | 453457853 | 501(C)(3) | $7,150,000 | TO SUPPORT SCALING PLAN | 1275 |
| YEAR UP | ||||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | 043534407 | 501(C)(3) | $10,070,000 | TO SUPPORT SCALING PLAN | |
| YOUTH GUIDANCE | ||||||||
| 1 NORTH LASALLE NO 900 | CHICAGO | IL | 60602 | 362167032 | 501(C)(3) | $500,000 | TO SUPPORT SCALING PLAN | |
| YOUTH VILLAGES | ||||||||
| 3320 BROTHER BLVD | MEMPHIS | TN | 38133 | 581716970 | 501(C)(3) | $17,000,000 | TO SUPPORT SCALING PLAN | |
| ZEARN INC | ||||||||
| 261 W 35TH STREET 15TH FLOOR | NEW YORK | NY | 100011902 | 371665745 | 501(C)(3) | $9,900,000 | TO SUPPORT SCALING PLAN | |
| ZERO TO THREE | ||||||||
| PO BOX 20 | NEW YORK | NY | 10116 | 521105189 | 501(C)(3) | $6,000,000 | TO SUPPORT SCALING PLAN | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 76 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GRANT TO SUPPORT EDUCATIONAL INVESTMENTS | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $6,160 | CashGrantAmt |
| Non Cash Assistance | TO SUPPORT GRANTEES IN THE DEVELOPMENT OF THEIR INVESTMENT PLANS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | 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. IN 2021, BLUE MERIDIAN MADE A SERIES OF EMERGENCY RESPONSE GRANTS TO VARIOUS CHARITIES TO SUPPORT THOSE ORGANIZATIONS, COMMUNITIES, AND INDIVIDUALS GREATLY IMPACTED BY THE COVID-19 PANDEMIC. |
| PART II, LINE 1: | GRANTS THAT WERE OVER EXPENSED IN THE PRIOR YEAR ARE CORRECTED IN THE CURRENT YEAR. |
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 (13 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 | $625,279 | $0 | $234,400 | $0 | $115,307 | $0 | $54,401 | $0 | $52,226 | $0 | $1,081,613 | $0 | $0 | $0 |
| JAMES H SHELTON | ||||||||||||||
| CHIEF INVESTMENT AND IMPACT OFFICER | $542,731 | $0 | $139,300 | $0 | $57,531 | $0 | $34,901 | $0 | $41,512 | $0 | $815,975 | $0 | $0 | $0 |
| CHARLES HARRIS III | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $426,510 | $0 | $145,200 | $0 | $41,829 | $0 | $54,401 | $0 | $30,386 | $0 | $698,326 | $0 | $0 | $0 |
| KELLY L CAMPBELL | ||||||||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT | $401,170 | $0 | $135,000 | $0 | $57,486 | $0 | $54,401 | $0 | $21,386 | $0 | $669,443 | $0 | $0 | $0 |
| RALPH STEFANO | ||||||||||||||
| TREASURER / SECRETARY / CFO | $390,337 | $0 | $131,700 | $0 | $64,449 | $0 | $34,901 | $0 | $26,287 | $0 | $647,674 | $0 | $0 | $0 |
| TIFFANY GUEYE | ||||||||||||||
| CHIEF OPERATING OFFICER | $369,947 | $0 | $116,900 | $0 | $70,631 | $0 | $34,901 | $0 | $29,039 | $0 | $621,418 | $0 | $0 | $0 |
| CAROL PLEDGER | ||||||||||||||
| INTERIM CHIEF ADMINISTRATION OFFICER | $347,805 | $0 | $118,200 | $0 | $49,538 | $0 | $34,901 | $0 | $37,838 | $0 | $588,282 | $0 | $0 | $0 |
| LISSETTE RODRIGUEZ | ||||||||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT | $344,690 | $0 | $118,200 | $0 | $22,048 | $0 | $54,401 | $0 | $47,620 | $0 | $586,959 | $0 | $0 | $0 |
| MINDY S TARLOW | ||||||||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT | $326,694 | $0 | $98,700 | $0 | $39,001 | $0 | $34,901 | $0 | $26,606 | $0 | $525,902 | $0 | $0 | $0 |
| MICAH L CARR | ||||||||||||||
| CHIEF BRANDING OFFICER | $298,506 | $0 | $101,300 | $0 | $64,550 | $0 | $34,901 | $0 | $24,874 | $0 | $524,131 | $0 | $0 | $0 |
| JEHAN VELJI | ||||||||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT | $310,791 | $0 | $92,700 | $0 | $40,990 | $0 | $34,901 | $0 | $20,024 | $0 | $499,406 | $0 | $0 | $0 |
| ALBERT S CHUNG | ||||||||||||||
| CHIEF, STRATEGIC INITIATIVES | $278,390 | $0 | $88,600 | $0 | $23,215 | $0 | $34,901 | $0 | $15,249 | $0 | $440,355 | $0 | $0 | $0 |
| ELIZABETH PAWLSON | ||||||||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT | $264,493 | $0 | $77,800 | $0 | $23,255 | $0 | $34,901 | $0 | $24,401 | $0 | $424,850 | $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 M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,000,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 41 | ContributionCnt |
| Noncash Contributions Rpt F990 | $56,534,445 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES IS BASED ON THE NUMBER OF GIFTS OF SECURITIES RECEIVED. THE $56 MILLION OF SECURITIES IS TRANSFERRED FROM EMCF AS PART OF THE EMCF'S COMMITMENT TO BMP THAT WAS PLEDGED OVER THE PAST FEW YEARS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 8: | BLUE MERIDIAN PARTNERS, INC. IMPLEMENTED A NEW ACCOUNTING STANDARD ASU 2018-08 AS MANDATED BY GAAP FOR ITS FISCAL YEAR 2020. THE IMPLEMENTATION OF THIS NEW STANDARD RESULTED IN THE RESTATING OF THE PRIOR YEAR FINANCIALS, MAINLY INCREASING THE NET ASSET AND RECEIVABLE BALANCES. FURTHER INFORMATION REGARDING THE IMPACT OF THIS IMPLEMENTATION CAN BE FOUND ON THE ORGANIZATIONS FY20 AUDITED FINANCIAL STATEMENTS, WHICH CAN BE FOUND ON HTTPS://WWW.BLUEMERIDIAN.ORG/. |
| FORM 990, PART VI, SECTION A, LINE 2 | NANCY ROOB AND RALPH STEFANO HAVE A BUSINESS RELATIONSHIP BECAUSE THEY ARE EMPLOYED BY THE EDNA MCCONNELL CLARK FOUNDATION ("EMCF") AND NANCY ROOB IS AN OFFICER AND DIRECTOR OF EMCF AND RALPH STEFANO IS AN OFFICER OF EMCF. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE EDNA MCCONNELL CLARK FOUNDATION ("EMCF") IS THE SOLE MEMBER OF BMP INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | AS A MEMBER, EMCF HAS CERTAIN RIGHTS AND DUTIES WHICH INCLUDE ELECTING THE BOARD OF DIRECTORS ANNUALLY. |
| FORM 990, PART VI, SECTION A, LINE 7B | AS A MEMBER, EMCF HAS CERTAIN RIGHTS AND DUTIES WHICH INCLUDE APPROVING MAJOR CORPORATE TRANSACTIONS, SUCH AS A MERGER OR DISSOLUTION OF THE ORGANIZATION. |
| 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 AND A PUBLIC DISCLOSURE COPY OF THE FORM IS PUBLISHED ON THE ORGANIZATION'S WEBSITE. |
| 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 XII, LINE 2C: | THE AUDIT COMMITTEE IS COMPRISED OF SELECT BOARD MEMBERS FROM THE ORGANIZATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDNA MCCONNELL CLARK FOUNDATION | BusinessNameLine1Txt |
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) |
|---|---|---|
| EIN | 237047034 | EIN |
| Primary Activities | GRANTMAKING | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | PF | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |