BLUE MERIDIAN PARTNERS INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: BLUE MERIDIAN PARTNERS INC (EIN 81-5086187)
Tax period: 2023-10-01 to 2024-09-30
Filed: 2025-08-13
IRS object ID: 202532259349302063
Schema version: 2023v6.0
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-08-13T13:28:09-05:00	ReturnTs
Tax Period End	2024-09-30	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	2023-10-01	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	685 THIRD AVENUE 19TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10017	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KAY NEMOTO	PersonNm
Person Title	CFBO	PersonTitleTxt
Phone	2125519100	PhoneNum
Signature	2025-08-08	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LYNNE JOHNSON	PreparerPersonNm
PTIN	P00757336	PTIN
Phone	2123721000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Principal Officer	KAY NEMOTO	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	685 THIRD AVENUE 19TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10017	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,431,552,322	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.BLUEMERIDIAN.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2017	FormationYr
Legal Domicile State	DE	LegalDomicileStateCd
Activity Or Mission	BLUE MERIDIAN PARTNERS FINDS AND FUNDS SCALABLE SOLUTIONS TO PROBLEMS THAT TRAP AMERICA'S YOUTH AND FAMILIES IN POVERTY AND LIMIT ECONOMIC MOBILITY.	ActivityOrMissionDesc
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	8	VotingMembersIndependentCnt
Total Employee	93	TotalEmployeeCnt
Total Volunteers	8	TotalVolunteersCnt
Total Gross UBI	$6,250,654	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$4,645,043	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$321,200,527	PYContributionsGrantsAmt
CY Contributions Grants	$149,045,328	CYContributionsGrantsAmt
PY Program Service Revenue	$534,000	PYProgramServiceRevenueAmt
CY Program Service Revenue	$3,131,000	CYProgramServiceRevenueAmt
PY Investment Income	$31,587,782	PYInvestmentIncomeAmt
CY Investment Income	$47,315,031	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$353,322,309	PYTotalRevenueAmt
CY Total Revenue	$199,491,359	CYTotalRevenueAmt
PY Grants And Similar Paid	$439,531,746	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$352,940,753	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$26,812,871	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$29,736,638	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$4,725,541	CYTotalFundraisingExpenseAmt
PY Other Expenses	$15,315,092	PYOtherExpensesAmt
CY Other Expenses	$21,833,017	CYOtherExpensesAmt
PY Total Expenses	$481,659,709	PYTotalExpensesAmt
CY Total Expenses	$404,510,408	CYTotalExpensesAmt
PY Revenues Less Expenses	-$128,337,400	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$205,019,049	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,261,435,517	TotalAssetsBOYAmt
Total Assets EOY	$2,065,309,464	TotalAssetsEOYAmt
Total Liabilities BOY	$6,734,147	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$12,784,410	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,254,701,370	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,052,525,054	NetAssetsOrFundBalancesEOYAmt
Mission	BLUE MERIDIAN PARTNERS (BMP) FINDS AND FUNDS SCALABLE SOLUTIONS TO PROBLEMS THAT TRAP AMERICA'S YOUTH AND FAMILIES IN POVERTY AND LIMIT ECONOMIC MOBILITY.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$393,641,243	ExpenseAmt
Grant	$352,940,753	GrantAmt
Revenue	$3,131,000	RevenueAmt
Desc	BLUE MERIDIAN PARTNERS FINDS AND FUNDS SCALABLE SOLUTIONS TO THE PROBLEMS THAT LIMIT ECONOMIC MOBILITY AND TRAP AMERICA'S AND YOUNG PEOPLE AND FAMILIES IN POVERTY. BLUE MERIDIAN POOLS PHILANTHROPIC CAPITAL TO MAKE FLEXIBLE, LONG-TERM INVESTMENTS AND PROVIDE SUSTAINED STRATEGIC PLANNING AND OPERATIONAL SUPPORT TO HELP SOCIAL SECTOR LEADERS EXPAND THE REACH, IMPACT, AND INFLUENCE OF THEIR SOLUTIONS.	Desc
Total Program Service Expenses	$393,641,243	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	43	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	93	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (1)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	8	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NANCY ROOB	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2125519100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	685 THIRD AVENUE 19TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10017	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
NANCY ROOB
CEO	50.00	Yes (X)	Yes (X)	$1,203,245	$0	$117,970
GEOFFREY CANADA SEE SCH O
DIRECTOR	5.00	Yes (X)		$60,000	$0	$0
CONNIE BALLMER
DIRECTOR	2.00	Yes (X)		$0	$0	$0
JAMES M CLARK
DIRECTOR	2.00	Yes (X)		$0	$0	$0
W DON CORNWELL
DIRECTOR	2.00	Yes (X)		$0	$0	$0
KEVIN W KENNEDY
DIRECTOR	2.00	Yes (X)		$0	$0	$0
GEORGE PAVLOV
DIRECTOR	2.00	Yes (X)		$0	$0	$0
STACY SCHUSTERMAN
DIRECTOR	2.00	Yes (X)		$0	$0	$0
RANDI TEPPER
DIRECTOR	2.00	Yes (X)		$0	$0	$0
STANLEY DRUCKMILLER
BOARD CHAIR	4.00	Yes (X)	Yes (X)	$0	$0	$0
JAMES H SHELTON PRESIDENT
CHIEF INVESTMENT AND IMPACT OFFICER	50.00		Yes (X)	$895,411	$0	$111,015
KAY NEMOTO CHIEF FINANCIAL
BUSINESS OFFICER & TREASURER	50.00		Yes (X)	$694,776	$0	$81,973
ALBERT CHUNG
CORPORATE SECRETARY (FROM 1/16/24)	50.00		Yes (X)	$460,912	$0	$58,877
KELLY L CAMPBELL
MAN. DIR., PORTFOLIO STRATEGY & MGMT	50.00			$611,784	$0	$58,019	Yes (X)
MINDY S TARLOW MAN DIR PORTFOLIO
STRATEGY & MGMT (UNTIL 12/31/23)	50.00			$542,024	$0	$78,225	Yes (X)
MICAH L CARR
CHIEF BRANDING OFFICER	50.00			$577,806	$0	$86,282	Yes (X)
TIA BREAKLEY CHIEF STRAT
DEVELOP. OFF./CHIEF GOVERN. OFF.	50.00			$614,625	$0	$109,662	Yes (X)
LISSETTE RODRIGUEZ
MAN. DIR., PORTFOLIO STRATEGY & MGMT	50.00			$531,454	$0	$88,703		Yes (X)
ELIZABETH PAWLSON
MAN. DIR., PORTFOLIO STRATEGY & MGMT	50.00			$516,418	$0	$71,848		Yes (X)
CECILIA GUTIERREZ
MAN. DIR., PORTFOLIO STRATEGY & MGMT	50.00			$557,930	$0	$65,343		Yes (X)
SPENCER KYMPTON
MAN. DIR., PORTFOLIO STRATEGY & MGMT	50.00			$494,430	$0	$92,202		Yes (X)
MALGORZATA LONG
MAN. DIR., PORTFOLIO STRATEGY & MGMT	50.00			$508,020	$0	$82,425		Yes (X)
RALPH STEFANO FORMER TREASURER
SECRETARY/CFO	50.00			$445,549	$0	$16,898			Yes (X)
TIFFANY GUEYE
FORMER SENIOR ADVISOR	50.00			$312,509	$0	$37,669			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$9,026,893	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,157,111	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	75	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
THE BRIDGESPAN GROUP
2 COPLEY PLACE 7TH FLOOR SUITE 37	BOSTON	MA	02116	PROGRAM AND GRANTEE CONSULTING	$4,388,493
ERNST & YOUNG US LLP
PO BOX 640382	PITTSBURGH	PA	152640382	STRATEGY DEVELOPMENT CONSULTING	$2,414,876
MCKINSEY & COMPANY
175 GREENWICH STREET	NEW YORK	NY	10007	PROGRAM ADVISORY SERVICES	$1,400,000
PATTERSON BELKNAP WEBB
1133 AVE OF THE AMERICAS	NEW YORK	NY	10036	LEGAL CONSULTANT	$791,921
PORTTER NOVELLI
PO BOX 771633	ST LOUIS	MO	63177	BRANDING AND COMMUNICATIONS CONSULTING	$579,444

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	14	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$149,045,328	AllOtherContributionsAmt
Total Contributions	$149,045,328	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	ADVISORY INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$3,131,000	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,131,000	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$3,131,000	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$28,441,934	TotalRevenueColumnAmt
Unrelated Business Revenue	$6,250,654	UnrelatedBusinessRevenueAmt
Exclusion	$22,191,280	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$3,250,934,060	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$3,232,060,963	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$18,873,097	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$18,873,097	TotalRevenueColumnAmt
Exclusion	$18,873,097	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$199,491,359	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,131,000	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$6,250,654	UnrelatedBusinessRevenueAmt
Exclusion	$41,064,377	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$352,940,753	TotalAmt
Program Services	$352,940,753	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$5,510,433	TotalAmt
Program Services	$4,187,251	ProgramServicesAmt
Management And General	$685,601	ManagementAndGeneralAmt
Fundraising	$637,581	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$17,827,094	TotalAmt
Program Services	$13,546,397	ProgramServicesAmt
Management And General	$2,218,023	ManagementAndGeneralAmt
Fundraising	$2,062,674	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,997,860	TotalAmt
Program Services	$1,518,128	ProgramServicesAmt
Management And General	$248,571	ManagementAndGeneralAmt
Fundraising	$231,161	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$3,077,653	TotalAmt
Program Services	$2,338,638	ProgramServicesAmt
Management And General	$382,917	ManagementAndGeneralAmt
Fundraising	$356,098	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,323,598	TotalAmt
Program Services	$1,005,772	ProgramServicesAmt
Management And General	$164,680	ManagementAndGeneralAmt
Fundraising	$153,146	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$751,614	TotalAmt
Program Services	$571,134	ProgramServicesAmt
Management And General	$93,515	ManagementAndGeneralAmt
Fundraising	$86,965	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$98,622	TotalAmt
Program Services	$74,941	ProgramServicesAmt
Management And General	$12,270	ManagementAndGeneralAmt
Fundraising	$11,411	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,062,179	TotalAmt
Management And General	$1,062,179	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$12,932,260	TotalAmt
Program Services	$11,835,434	ProgramServicesAmt
Management And General	$568,315	ManagementAndGeneralAmt
Fundraising	$528,511	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$100,171	TotalAmt
Program Services	$76,117	ProgramServicesAmt
Management And General	$12,464	ManagementAndGeneralAmt
Fundraising	$11,590	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,673,249	TotalAmt
Program Services	$1,271,464	ProgramServicesAmt
Management And General	$208,183	ManagementAndGeneralAmt
Fundraising	$193,602	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,683,376	TotalAmt
Program Services	$1,279,159	ProgramServicesAmt
Management And General	$209,443	ManagementAndGeneralAmt
Fundraising	$194,774	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,806,293	TotalAmt
Program Services	$1,685,077	ProgramServicesAmt
Management And General	$62,807	ManagementAndGeneralAmt
Fundraising	$58,409	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$508,474	TotalAmt
Program Services	$386,377	ProgramServicesAmt
Management And General	$63,264	ManagementAndGeneralAmt
Fundraising	$58,833	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
UBI TAX EXPENSES	$1,162,960	$919,826	$103,075	$140,059
FEDERAL EXCISE TAX	$45,840		$45,840
POSTAGE EXPENSES	$3,220	$2,446	$402	$372
OTHER EXPENSES	$3,066	$2,329	$382	$355

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,693	TotalAmt
Management And General	$1,693	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$404,510,408	TotalAmt
Program Services	$393,641,243	ProgramServicesAmt
Management And General	$6,143,624	ManagementAndGeneralAmt
Fundraising	$4,725,541	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$65,420,699	BOYAmt
EOY	$44,528,364	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,347,538,603	BOYAmt
EOY	$1,198,829,423	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,694,664	BOYAmt
EOY	$5,080,922	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$993,462	BOYAmt
EOY	$1,506,135	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$646,063,494	BOYAmt
EOY	$615,848,332	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$197,724,595	BOYAmt
EOY	$173,051,590	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
EOY	$16,165,501	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$10,299,197	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,261,435,517	BOYAmt
EOY	$2,065,309,464	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$3,644,749	BOYAmt
EOY	$2,499,435	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$2,499,999	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$589,399	BOYAmt
EOY	$10,284,975	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$6,734,147	BOYAmt
EOY	$12,784,410	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	$113,696,294	BOYAmt
EOY	$189,582,150	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,141,005,076	BOYAmt
EOY	$1,862,942,904	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,254,701,370	BOYAmt
EOY	$2,052,525,054	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,261,435,517	BOYAmt
EOY	$2,065,309,464	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$205,019,049	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$2,842,733	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)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$899,547,056	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$174,061,621	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,180,711,203	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$321,200,527	CurrentTaxYearMinus1YearAmt
Current Tax Year	$145,045,328	CurrentTaxYearAmt
Total	$2,720,565,735	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$899,547,056	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$174,061,621	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,180,711,203	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$321,200,527	CurrentTaxYearMinus1YearAmt
Current Tax Year	$145,045,328	CurrentTaxYearAmt
Total	$2,720,565,735	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$1,393,425,511	SubstantialContributorsTotAmt
Public Support Total170	$1,327,140,224	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,069,097	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$508,204	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$12,580,398	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$19,297,688	CurrentTaxYearMinus1YearAmt
Current Tax Year	$22,181,280	CurrentTaxYearAmt
Total	$55,636,667	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$1,283,281	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,490,917	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,162,159	CurrentTaxYearAmt
Total	$8,936,357	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$2,785,138,759	TotalSupportAmt
Gross Receipts Rltd Activities	$3,665,000	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.47650	PublicSupportCY170Pct
Public Support PY170	0.51120	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

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

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
PRIVATE EQUITY FUNDS	$170,216,341	F
CREDIT/EVENT DRIVEN	$2,432,088	F
OTHER	$403,161	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$173,051,590	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	OPERATING LEASE LIABILITIES	Desc
Amt	$10,284,975	Amt

Field	Value	IRS element (for citing)
Total Liability	$10,284,975	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$201,271,913	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$2,842,733	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$2,842,733	RevenueNotReportedAmt
Revenue Subtotal	$198,429,180	RevenueSubtotalAmt
Investment Expenses Not Incld	$1,062,179	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$1,062,179	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$199,491,359	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$403,448,229	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$403,448,229	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$1,062,179	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$1,062,179	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$404,510,408	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (95 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
YOUTH VILLAGES
3320 BROTHER BLVD	BARLETT	TN	38133	581716970	501(C)(3)	$37,000,000	$0	TO SUPPORT SCALING PLAN
GRAMEEN AMERICA
150 W 30TH ST 8TH FLOOR	NEW YORK	NY	10001	208497991	501(C)(3)	$22,365,600	$0	TO SUPPORT SCALING PLAN
OAKLAND PROMISE
300 FRANK H OGAWA PLAZA UNIT 430	OAKLAND	CA	94612	542103707	501(C)(3)	$21,816,000	$0	TO SUPPORT ECONOMIC MOBILITY
TULSA COMMUNITY FOUNDATION
7030 SOUTH YALE AVENUE SUITE 600	TULSA	OK	74136	731554474	501(C)(3)	$18,000,000	$0	TO SUPPORT SCALING PLAN
MERIT AMERICA
712 H STREET NE SUITE 1560	WASHINGTON	DC	20002	842108762	501(C)(3)	$15,500,000	$0	TO SUPPORT SCALING PLAN
POLICYLINK
1438 WEBSTER STREET SUITE 303	OAKLAND	CA	94612	943297479	501(C)(3)	$14,800,000	$0	TO SUPPORT ECONOMIC MOBILITY
HARLEM CHILDREN'S ZONE
35 EAST 125TH STREE	NEW YORK	NY	10035	237112974	501(C)(3)	$12,925,000	$0	TO SUPPORT ECONOMIC MOBILITY
UNITED NEGRO COLLEGE FUND
1805 7TH STREET NW	WASHINGTON	DC	20001	131624241	501(C)(3)	$12,470,000	$0	TO SUPPORT SCALING PLAN
PARTNERSHIP FOR EDUCATION ADVANCEMENT
601 LEXINGTON AVE 17TH FLOOR	NEW YORK	NY	10022	831400442	501(C)(3)	$11,420,000	$0	TO SUPPORT SCALING PLAN
THE COMMIT PARTNERSHIP
3800 MAPLE AVE 800	DALLAS	TX	75219	800790222	501(C)(3)	$10,000,000	$0	TO SUPPORT ECONOMIC MOBILITY
NATIONAL DOMESTICE WORKERS ALLIANCE
45 BROADWAY SUITE 320	NEW YORK	NY	10006	352420942	501(C)(3)	$9,100,000	$0	TO SUPPORT SCALING PLAN
VERA INSTITUTE OF JUSTICE INC
34 35TH STREET SUITE 4-2A	BROOKLYN	NY	11232	131941627	501(C)(3)	$9,000,000	$0	TO SUPPORT SCALING PLAN
DAVE THOMAS FOUNDATION FOR ADOPTION
4900 TUTTLE CROSSING BLVD	DUBLIN	OH	43016	311356151	501(C)(3)	$8,889,000	$0	TO SUPPORT SCALING PLAN
PURPOSE BUILT COMMUNITIES FOUNDATION INC
1670 BENJAMIN WELDON BICKERS DR SE	ATLANTA	GA	30315	454056587	501(C)(3)	$8,551,000	$0	TO SUPPORT ECONOMIC MOBILITY
UPSTREAM USA INC
426 17TH STREET SUITE 200	OAKLAND	CA	94612	352581424	501(C)(3)	$7,200,000	$0	TO SUPPORT SCALING PLAN
CODEPATH
353 KING ST APT 733	SAN FRANCISCO	CA	94158	815338932	501(C)(3)	$7,000,000	$0	TO SUPPORT SCALING PLAN
CATALYST EDUCATION INC
721 HILLARY ST SUITE 2	NEW ORLEANS	LA	70118	822628337	501(C)(3)	$6,975,000	$0	TO SUPPORT EDUCATION INVESTMENTS
ALLIANCE FOR SAFETY AND JUSTICE
1700 BROADWAY SUITE 700	OAKLAND	CA	94612	853209787	501(C)(3)	$6,000,000	$0	TO SUPPORT SCALING PLAN
SOCIAL FINANCE INC
2 ATLANTIC AVE 5TH FLOOR	BOSTON	MA	02110	274620963	501(C)(3)	$6,000,000	$0	TO SUPPORT SCALING PLAN
CENTER FOR EMPLOYMENT OPPORTUNITIES
50 BROADWAY SUITE 1604	NEW YORK	NY	10004	133843322	501(C)(3)	$5,500,000	$0	TO SUPPORT SCALING PLAN
COMPASS WORKING CAPITAL INC
89 SOUTH STREET SUITE 804	BOSTON	MA	02111	203975100	501(C)(3)	$5,352,293	$0	TO SUPPORT STRATEGIC PLANNING
THE BRIDGESPAN GROUP
333 7TH AVE 11TH FLOOR	NEW YORK	NY	10001	311625487	501(C)(3)	$5,127,363	$0	TO PROVIDE GRANTEE TECHINCAL ASSISTANCE
JOBS FOR THE FUTURE
88 BROAD STREET	BOSTON	MA	02110	061164568	501(C)(3)	$5,000,000	$0	TO SUPPORT STRATEGIC PLANNING
POWER TO DECIDE
1015 15TH STREET NW SUITE 1225	WASHINGTON	DC	20005	521974611	501(C)(3)	$4,003,043	$0	TO SUPPORT STRATEGIC PLANNING
CLEAN SLATE INITIATIVE INC
5728 MAJOR BLVD SUITE 705	ORLANDO	FL	32819	923898284	501(C)(3)	$4,000,000	$0	TO SUPPORT SCALING PLAN
CODE FOR AMERICA
155 9TH ST	SAN FRANCISCO	CA	94103	271067272	501(C)(3)	$3,840,000	$0	TO SUPPORT SCALING PLAN
THURGOOD MARSHALL COLLEGE FUND
901 F STREET NW SUITE 700	WASHINGTON	DC	20004	411750692	501(C)(3)	$3,770,000	$0	TO SUPPORT SCALING PLAN
NURSE FAMILY PARTNERSHIP
1900 GRANT STREET SUITE 400	DENVER	CO	80203	200234163	501(C)(3)	$3,200,000	$0	TO SUPPORT SCALING PLAN
MCKINSEY & COMPANY INC
140 FOUNTAIN PARKWAY NORTH STE 800	ST PETERSBURG	FL	33716	133796161		$3,188,000	$0	TO SUPPORT EDUCATION INVESTMENTS
ROBERTS ENTERPRISE DEVELOPMENT FUND
785 MARKET STREET SUITE 1200	SAN FRANCISCO	CA	94013	542132153	501(C)(3)	$3,000,000	$0	TO SUPPORT STRATEGIC PLANNING
STRIVETOGETHER
125 EAST NINTH STREET SECOND FLOOR	CINCINNATI	OH	45202	813380647	501(C)(3)	$2,908,000	$0	TO SUPPORT ECONOMIC MOBILITY
NATIONAL EMPLOYMENT LAW PROJECT
90 BROAD STREET SUITE 1100	NEW YORK	NY	10004	132758558	501(C)(3)	$2,900,000	$0	TO SUPPORT STRATEGIC PLANNING
THE BAIL PROJECT
PO BOX 750	VENICE	CA	90294	814985512	501(C)(3)	$2,900,000	$0	TO SUPPORT SCALING PLAN
COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN
333 W FORT STREET SUITE 2010	DETROIT	MI	48226	382530980	501(C)(3)	$2,850,000	$0	TO SUPPORT SCALING PLAN
CENTERING HEALTHCARE INSTITUTE INC
89 SOUTH STREET SUITE LL02	BOSTON	MA	02111	061622668	501(C)(3)	$2,802,981	$0	TO SUPPORT STRATEGIC PLANNING
ANTI-RECIDIVISM COALITION
1320 E 7TH STREET SUITE 260	LOS ANGELES	CA	90021	462140915	501(C)(3)	$2,800,000	$0	TO SUPPORT SCALING PLAN
OIC OF AMERICA
1415 N BROAD ST 224	PHILADELPHIA	PA	19122	237109952	501(C)(3)	$2,800,000	$0	TO SUPPORT SCALING PLAN
RESULTS FOR AMERICA
1875 CONNECTICUT AVE NW 11TH FL	WASHINGTON	DC	20009	812709681	501(C)(3)	$2,800,000	$0	TO SUPPORT ECONOMIC MOBILITY	UNIT 11-116
FOUNDATION FOR LOUISIANA
4354 S SHERWOOD FOREST BLVD SUIT	BATON ROUGE	LA	70816	203399944	501(C)(3)	$2,500,000	$0	TO SUPPORT SCALING PLAN	100
PUBLIC DEFENDER ASSOCIATION
110 PREFONTAINE PLACE S SUITE 502	SEATTLE	WA	98104	910852323	501(C)(3)	$2,500,000	$0	TO SUPPORT SCALING PLAN
RACE FORWARD
145 E 57TH ST 4TH FLOOR	NEW YORK	NY	10022	942759879	501(C)(3)	$2,500,000	$0	TO SUPPORT SCALING PLAN
YEAR UP
45 MILK STREET 9TH FLOOR	BOSTON	MA	02109	043534407	501(C)(3)	$2,300,000	$0	TO SUPPORT SCALING PLAN
COMMUNITIES IN SCHOOLS INC
2345 CRYSTAL DRIVE SUITE 700	ARLINGTON	VA	22202	581289174	501(C)(3)	$2,000,000	$0	TO SUPPORT EDUCATION INVESTMENTS
SAGA INNOVATIONS INC
13 HICKORY HILL LANE	FRAMINGHAM	MA	01702	472168942	501(C)(3)	$2,000,000	$0	TO SUPPORT SCALING PLAN
NEW YORK UNIVERSITY
105 E 17 STREET 2ND FLOOR	NEW YORK	NY	10003	135562308	501(C)(3)	$1,850,000	$0	TO SUPPORT SCALING PLAN
NATIONAL INSTITUTE FOR CHILDREN'S HEALTH QUALITY INC
308 CONGRESS STREET 5TH FLOOR	BOSTON	MA	02210	010647374	501(C)(3)	$1,702,906	$0	TO SUPPORT STRATEGIC PLANNING
A NEW WAY OF LIFE
9512 S CENTRAL AVE	LOS ANGELES	CA	90002	954782503	501(C)(3)	$1,575,000	$0	TO SUPPORT SCALING PLAN
W HAYWOOD BURNS INSTITUTE
475 14TH STREET SUITE 800	OAKLAND	CA	94612	810594086	501(C)(3)	$1,500,000	$0	TO SUPPORT SCALING PLAN
YOUTH GUIDANCE
1 NORTH LASALLE NO 900	CHICAGO	IL	60602	362167032	501(C)(3)	$1,500,000	$0	TO SUPPORT SCALING PLAN
HARVARD KENNEDY SCHOOL GOVERNMENT
79 JOHN F KENNEDY STREET	CAMBRIDGE	MA	02138	042103580	501(C)(3)	$1,100,000	$0	TO SUPPORT EDUCATION INVESTMENTS
BELLXCEL
ONE UNIVERSITY AVENUE SUITE 201A	WESTWOOD	MA	02090	043182053	501(C)(3)	$1,000,000	$0	TO SUPPORT EDUCATION INVESTMENTS
EQUAL OPPORTUNITY SCHOOLS
5601 SIXTH AVE SOUTH SUITE 258	SEATTLE	WA	98108	371609659	501(C)(3)	$1,000,000	$0	TO SUPPORT SCALING PLAN
MDRC
200 VESEY STREET 23RD FLOOR	NEW YORK	NY	10281	237379473	501(C)(3)	$1,000,000	$0	TO SUPPORT EDUCATION INVESTMENTS
TIDES CENTER
1012 TORNEY AVE	SAN FRANCISCO	CA	94129	943213100	501(C)(3)	$1,000,000	$0	TO SUPPORT SCALING PLAN
PARTNERS FOR RURAL IMPACT
439 WALNUT MEADOW ROAD	BEREA	KY	40403	872937264	501(C)(3)	$980,000	$0	TO SUPPORT ECONOMIC MOBILITY
COMMONSENSE CHILDBIRTH INC
213 SOUTH DILLARD STREET SUITE 340	WINTER GARDEN	FL	34787	593479821	501(C)(3)	$752,994	$0	TO SUPPORT STRATEGIC PLANNING
JOIN FREE WORLD INC
410 E SANTA CLARA ST UNIT 950	SAN JOSE	CA	95113	854029841	501(C)(3)	$750,000	$0	TO SUPPORT SCALING PLAN
NATIONAL INSTITUTE FOR CRIMINAL JUSTICE REFORM
303 HEGENBERGER ROAD	OAKLAND	CA	94621	815269212	501(C)(3)	$720,000	$0	TO SUPPORT SCALING PLAN
HEALTH RESOURCES IN ACTION INC
2 BOYLSTONST	BOSTON	MA	02116	042229839	501(C)(3)	$700,000	$0	TO SUPPORT SCALING PLAN
NEWARK COMMUNITY STREET TEAM
915 S 16TH STREET	NEWARK	NJ	07108	821719128	501(C)(3)	$650,000	$0	TO SUPPORT SCALING PLAN
TIDES FOUNDATION
1012 TORNEY AVENUE	SAN FRANCISCO	CA	94129	510198509	501(C)(3)	$530,000	$0	TO SUPPORT SCALING PLAN
AMERICA ACHIEVES INC
100 W 33RD STREET	NEW YORK	NY	10001	273238471	501(C)(3)	$500,000	$0	TO SUPPORT SCALING PLAN
BRAVEN
300 WEST ADAMS ST SUITE 1000	CHICAGO	IL	60606	464340594	501(C)(3)	$500,000	$0	TO SUPPORT SCALING PLAN
DELIVERY ASSOCIATES
228 EAST 45TH STREET SUITE 9E	NEW YORK	NY	10017	821623560	501(C)(3)	$500,000	$0	TO SUPPORT SCALING PLAN
OPPORTUNITY AT WORK INC
1100 CONNECTICUT AVE NW SUITE 430	WASHINGTON	DC	20036	813214432	501(C)(3)	$500,000	$0	TO SUPPORT SCALING PLAN
PER SCHOLAS
804 E 138TH ST BRONX	BRONX	NY	10454	043252955	501(C)(3)	$500,000	$0	TO SUPPORT SCALING PLAN
RESILIENCE FORCE
PO BOX 52046	NEW ORLEANS	LA	70152	845151214	501(C)(3)	$500,000	$0	TO SUPPORT SCALING PLAN
SHARE OUR STRENGTH
1030 15TH STREET STE 1100	WASHINGTON	DC	20005	521367538	501(C)(3)	$500,000	$0	TO SUPPORT SCALING PLAN
WATERFORD INSTITUTE INC
1590 EAST 9400 SOUTH	SANDY	UT	84093	510202349	501(C)(3)	$500,000	$0	TO SUPPORT SCALING PLAN
WTIA WORKFORCE INSTITUTE (APPRENTI)
1721 EIGHTH AVEN	SEATTLE	WA	98109	473951262	501(C)(3)	$500,000	$0	TO SUPPORT SCALING PLAN
LEARN TO EARN DAYTON
4801 SPRINGFIELD STREET	DAYTON	OH	45431	810823777	501(C)(3)	$450,000	$0	TO SUPPORT ECONOMIC MOBILITY
EQUITY IN THE CENTER INC
700 12 TH STREETNW SUITE 700	WASHINGTON	DC	20005	850728401	501(C)(3)	$400,000	$0	TO SUPPORT SCALING PLAN	WASHINGTON
THE COUNCIL OF STATE GOVERNMENTS
22 CORTLANDT ST 22ND FLOOR	NEW YORK	NY	10007	366000818	501(C)(3)	$350,000	$0	TO SUPPORT SCALING PLAN
JUSTLEADERSHIPUSA INC
1900 LEXINGTON AVENUE	NEW YORK	NY	10035	901019268	501(C)(3)	$300,000	$0	TO SUPPORT SCALING PLAN
VENTURE LEADERSHIP COLLECTIVE
650 CASTRO STREET SUITE 120 266	MOUNTAIN VIEW	CA	94041	844170196	501(C)(3)	$171,932	$0	TO SUPPORT SCALING PLAN
TJM & CO MEDIA BOUTIQUE
41 FLATBUSH AVE STE 1	BROOKLYN	NY	11217	463546573		$154,290	$0	TO PROVIDE GRANT TECHNICAL ASSISTANCE
LAZARUS FORWARD LLC
2903 WARINGTON ROAD	SHAKER HEIGHTS	OH	44120	823650201		$75,350	$0	TO PROVIDE GRANT TECHNICAL ASSISTANCE
STATE OF MARYLAND
100 COMMUNITY PLACE	CROWNSVILLE	MD	21032	526002033	115	$75,000	$0	TO PROVIDE GRANT TECHNICAL ASSISTANCE
CHILD TRENDS INC
7315 WISCONSIN AVENUE 1200W	BETHESDA	MD	20814	132982969	501(C)(3)	$69,035	$0	TO SUPPORT SCALING PLAN
KG IMPACT ADVISORS LLC
414 ANDOVER STREET	SAN FRANCISCO	CA	94110	834326289		$63,875	$0	TO PROVIDE GRANT TECHNICAL ASSISTANCE
PRODIGY AND COMPANY LLC
6819 E 48TH PLACE	TULSA	OK	74145	811484908		$48,713	$0	TO PROVIDE GRANT TECHNICAL ASSISTANCE
COLLECTIVE GRANT WRITING & CONSULTING LLC
740 FOREST PATH	STONE MOUNTAIN	GA	30088	853693879		$47,666	$0	TO PROVIDE GRANT TECHNICAL ASSISTANCE
JMC CONSULTING FIRM
110 S HARTFORD AVE SUITE 2592	TULSA	OK	74120	880797275		$46,795	$0	TO PROVIDE GRANT TECHNICAL ASSISTANCE
ENGAGE R&D
556 S FAIR OAK AVE STE 101 603	PASADENA	CA	91105	820676544	501(C)(3)	$44,738	$0	TO SUPPORT SCALING PLAN
STANFORD UNIVERSITY
485 BROADWAY MAIL CODE 8838	REDWOOD CITY	CA	94063	941156365	501(C)(3)	$43,825	$0	TO SUPPORT SCALING PLAN
FOREVER READY PRODUCTIONS LLC
2563 BROAD AVE	MEMPHIS	TN	38112	465187116		$43,000	$0	TO PROVIDE GRANT TECHNICAL ASSISTANCE
INNOVATION LOFT
151 W 30TH ST 2ND FLOOR	NEW YORK	NY	10001	464104166		$36,882	$0	TO SUPPORT ECONOMIC MOBILITY
TULSA REMOTE LLC
7030 S YALE AVE SUITE 600	TULSA	OK	74136	834188114		$24,062	$0	TO PROVIDE GRANT TECHNICAL ASSISTANCE
PKF O'CONNOR DAVIES LLP
500 MAMARONECK AVENUE SUITE 301	HARRISON	NY	10528	271728945		$22,760	$0	TO PROVIDE GRANT TECHNICAL ASSISTANCE
PEOPLE'S TELEVISION INC
220 WEST 30TH STREET 2ND FLOOR	NEW YORK	NY	10001	272156071		$22,000	$0	TO PROVIDE GRANT TECHNICAL ASSISTANCE
KEY IDEAS INCORPORATED
1002 FLORES ST	SAN ANTONIO	TX	78212	223862726		$21,500	$0	TO PROVIDE GRANT TECHNICAL ASSISTANCE
OAKLAND PUBLIC EDUCATON FUND
PO BOX 71005	OAKLAND	CA	94612	432014630	501(C)(3)	$21,500	$0	TO SUPPORT SCALING PLAN
835 6TH AVE MASTER LP
851 6TH AVENUE	NEW YORK	NY	10001	320240079		$16,032	$0	TO PROVIDE GRANT TECHNICAL ASSISTANCE
SPRING IMPACT INC
5214F DIAMOND HEIGHTS BLVD 961	SAN FRANCISCO	CA	94131	471876230	501(C)(3)	$9,384	$0	TO SUPPORT SCALING PLAN
GRASSROOTS SOLUTION INC
861 EAST HENNEPIN AVE SUITE 350	MINNEAPOLIS	MN	55414	391962008	501(C)(3)	$9,244	$0	TO SUPPORT SCALING PLAN

Field	Value	IRS element (for citing)
Total501c3 Org	81	Total501c3OrgCnt
Total Other Org	14	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	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 (15 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
CEO	$840,069	$0	$206,300	$0	$156,876	$0	$62,869	$0	$55,101	$0	$1,321,215	$0	$0	$0
JAMES H SHELTON PRESIDENT
CHIEF INVESTMENT AND IMPACT OFFICER	$649,962	$0	$159,500	$0	$85,949	$0	$62,869	$0	$48,146	$0	$1,006,426	$0	$0	$0
KAY NEMOTO CHIEF FINANCIAL
BUSINESS OFFICER & TREASURER	$531,231	$0	$123,700	$0	$39,845	$0	$62,869	$0	$19,104	$0	$776,749	$0	$0	$0
TIA BREAKLEY CHIEF STRAT
DEVELOP. OFF./CHIEF GOVERN. OFF.	$465,235	$0	$118,200	$0	$31,190	$0	$62,869	$0	$46,793	$0	$724,287	$0	$0	$0
KELLY L CAMPBELL
MAN. DIR., PORTFOLIO STRATEGY & MGMT	$437,077	$0	$109,000	$0	$65,707	$0	$40,369	$0	$17,650	$0	$669,803	$0	$0	$0
MICAH L CARR
CHIEF BRANDING OFFICER	$406,286	$0	$118,000	$0	$53,520	$0	$40,369	$0	$45,913	$0	$664,088	$0	$0	$0
CECILIA GUTIERREZ
MAN. DIR., PORTFOLIO STRATEGY & MGMT	$375,523	$0	$133,000	$0	$49,407	$0	$40,369	$0	$24,974	$0	$623,273	$0	$0	$0
MINDY S TARLOW MAN DIR PORTFOLIO
STRATEGY & MGMT (UNTIL 12/31/23)	$395,189	$0	$99,800	$0	$47,035	$0	$40,369	$0	$37,856	$0	$620,249	$0	$0	$0
LISSETTE RODRIGUEZ
MAN. DIR., PORTFOLIO STRATEGY & MGMT	$392,700	$0	$99,500	$0	$39,254	$0	$40,369	$0	$48,334	$0	$620,157	$0	$0	$0
MALGORZATA LONG
MAN. DIR., PORTFOLIO STRATEGY & MGMT	$399,620	$0	$108,400	$0	$0	$0	$40,369	$0	$42,056	$0	$590,445	$0	$0	$0
ELIZABETH PAWLSON
MAN. DIR., PORTFOLIO STRATEGY & MGMT	$381,424	$0	$95,000	$0	$39,994	$0	$40,369	$0	$31,479	$0	$588,266	$0	$0	$0
SPENCER KYMPTON
MAN. DIR., PORTFOLIO STRATEGY & MGMT	$366,299	$0	$90,300	$0	$37,831	$0	$40,369	$0	$51,833	$0	$586,632	$0	$0	$0
ALBERT CHUNG
CORPORATE SECRETARY (FROM 1/16/24)	$327,097	$0	$108,500	$0	$25,315	$0	$40,369	$0	$18,508	$0	$519,789	$0	$0	$0
RALPH STEFANO FORMER TREASURER
SECRETARY/CFO	$45,549	$0	$0	$0	$400,000	$0	$0	$0	$16,898	$0	$462,447	$0	$0	$0
TIFFANY GUEYE
FORMER SENIOR ADVISOR	$312,509	$0	$0	$0	$0	$0	$37,669	$0	$0	$0	$350,178	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 4A

RALPH STEFANO (FORMER TREASURER, SECRETARY, CFO, AND SENIOR ADVISOR) LEFT BLUE MERIDIAN PARTNERS ON 3/31/2023 AND RECEIVED A SEVERANCE PAYMENT OF $400,000, WHICH IS REPORTED IN PART II, COLUMN B(III). MINDY TARLOW (MANAGINNG DIRECTOR OF PORTFOLIO STRATEGY & MANAGEMENT) LEFT BLUE MERIDIAN PARTNERS ON 12/31/23 AND RECEIVED A SEVERANCE PAYMENT OF $399,000. THE SEVERANCE PAYMENT IS REFLECTED ON MINDY'S 2024 FORM W-2.

PART I, LINE 7

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.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

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