2025-08-13T13:28:09-05:00 2024-09-30 420714325 RSM US LLP 4 TIMES SQUARE NEW YORK NY 10036 990 2023-10-01 815086187 BLUE MERIDIAN PARTNERS INC BLUE 2125519100 685 THIRD AVENUE 19TH FLOOR NEW YORK NY 10017 KAY NEMOTO CFBO 2125519100 2025-08-08 1 0 LYNNE JOHNSON P00757336 2123721000 2023 2025-03-06 01:10:19Z X KAY NEMOTO 685 THIRD AVENUE 19TH FLOOR NEW YORK NY 10017 3431552322 0 X WWW.BLUEMERIDIAN.ORG X 2017 DE BLUE MERIDIAN PARTNERS FINDS AND FUNDS SCALABLE SOLUTIONS TO PROBLEMS THAT TRAP AMERICA'S YOUTH AND FAMILIES IN POVERTY AND LIMIT ECONOMIC MOBILITY. 10 8 93 8 6250654 4645043 321200527 149045328 534000 3131000 31587782 47315031 0 0 353322309 199491359 439531746 352940753 0 0 26812871 29736638 0 0 4725541 15315092 21833017 481659709 404510408 -128337400 -205019049 2261435517 2065309464 6734147 12784410 2254701370 2052525054 BLUE MERIDIAN PARTNERS (BMP) FINDS AND FUNDS SCALABLE SOLUTIONS TO PROBLEMS THAT TRAP AMERICA'S YOUTH AND FAMILIES IN POVERTY AND LIMIT ECONOMIC MOBILITY. 0 0 393641243 352940753 3131000 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. 393641243 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 43 0 1 93 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 10 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X NANCY ROOB 2125519100 685 THIRD AVENUE 19TH FLOOR NEW YORK NY 10017 X NANCY ROOB CEO 50.00 X X 1203245 0 117970 GEOFFREY CANADA SEE SCH O DIRECTOR 5.00 X 60000 0 0 CONNIE BALLMER DIRECTOR 2.00 X 0 0 0 JAMES M CLARK DIRECTOR 2.00 X 0 0 0 W DON CORNWELL DIRECTOR 2.00 X 0 0 0 KEVIN W KENNEDY DIRECTOR 2.00 X 0 0 0 GEORGE PAVLOV DIRECTOR 2.00 X 0 0 0 STACY SCHUSTERMAN DIRECTOR 2.00 X 0 0 0 RANDI TEPPER DIRECTOR 2.00 X 0 0 0 STANLEY DRUCKMILLER BOARD CHAIR 4.00 X X 0 0 0 JAMES H SHELTON PRESIDENT CHIEF INVESTMENT AND IMPACT OFFICER 50.00 X 895411 0 111015 KAY NEMOTO CHIEF FINANCIAL BUSINESS OFFICER & TREASURER 50.00 X 694776 0 81973 ALBERT CHUNG CORPORATE SECRETARY (FROM 1/16/24) 50.00 X 460912 0 58877 KELLY L CAMPBELL MAN. DIR., PORTFOLIO STRATEGY & MGMT 50.00 X 611784 0 58019 MINDY S TARLOW MAN DIR PORTFOLIO STRATEGY & MGMT (UNTIL 12/31/23) 50.00 X 542024 0 78225 MICAH L CARR CHIEF BRANDING OFFICER 50.00 X 577806 0 86282 TIA BREAKLEY CHIEF STRAT DEVELOP. OFF./CHIEF GOVERN. OFF. 50.00 X 614625 0 109662 LISSETTE RODRIGUEZ MAN. DIR., PORTFOLIO STRATEGY & MGMT 50.00 X 531454 0 88703 ELIZABETH PAWLSON MAN. DIR., PORTFOLIO STRATEGY & MGMT 50.00 X 516418 0 71848 CECILIA GUTIERREZ MAN. DIR., PORTFOLIO STRATEGY & MGMT 50.00 X 557930 0 65343 SPENCER KYMPTON MAN. DIR., PORTFOLIO STRATEGY & MGMT 50.00 X 494430 0 92202 MALGORZATA LONG MAN. DIR., PORTFOLIO STRATEGY & MGMT 50.00 X 508020 0 82425 RALPH STEFANO FORMER TREASURER SECRETARY/CFO 50.00 X 445549 0 16898 TIFFANY GUEYE FORMER SENIOR ADVISOR 50.00 X 312509 0 37669 9026893 0 1157111 75 1 1 0 THE BRIDGESPAN GROUP 2 COPLEY PLACE 7TH FLOOR SUITE 37 BOSTON MA 02116 PROGRAM AND GRANTEE CONSULTING 4388493 ERNST & YOUNG US LLP PO BOX 640382 PITTSBURGH PA 152640382 STRATEGY DEVELOPMENT CONSULTING 2414876 MCKINSEY & COMPANY 175 GREENWICH STREET NEW YORK NY 10007 PROGRAM ADVISORY SERVICES 1400000 PATTERSON BELKNAP WEBB 1133 AVE OF THE AMERICAS NEW YORK NY 10036 LEGAL CONSULTANT 791921 PORTTER NOVELLI PO BOX 771633 ST LOUIS MO 63177 BRANDING AND COMMUNICATIONS CONSULTING 579444 14 149045328 149045328 ADVISORY INCOME 900099 3131000 3131000 3131000 28441934 6250654 22191280 3250934060 3232060963 18873097 18873097 18873097 199491359 3131000 6250654 41064377 352940753 352940753 5510433 4187251 685601 637581 17827094 13546397 2218023 2062674 1997860 1518128 248571 231161 3077653 2338638 382917 356098 1323598 1005772 164680 153146 751614 571134 93515 86965 98622 74941 12270 11411 1062179 1062179 12932260 11835434 568315 528511 100171 76117 12464 11590 1673249 1271464 208183 193602 1683376 1279159 209443 194774 1806293 1685077 62807 58409 508474 386377 63264 58833 UBI TAX EXPENSES 1162960 919826 103075 140059 FEDERAL EXCISE TAX 45840 45840 POSTAGE EXPENSES 3220 2446 402 372 OTHER EXPENSES 3066 2329 382 355 1693 1693 404510408 393641243 6143624 4725541 65420699 44528364 1347538603 1198829423 3694664 5080922 993462 1506135 646063494 615848332 197724595 173051590 16165501 0 10299197 2261435517 2065309464 3644749 2499435 2499999 0 589399 10284975 6734147 12784410 X 113696294 189582150 2141005076 1862942904 2254701370 2052525054 2261435517 2065309464 -205019049 2842733 0 X X 0 1 X 1 0 X 899547056 174061621 1180711203 321200527 145045328 2720565735 899547056 174061621 1180711203 321200527 145045328 2720565735 1393425511 1327140224 1069097 508204 12580398 19297688 22181280 55636667 1283281 2490917 5162159 8936357 2785138759 3665000 0.47650 0.51120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 PRIVATE EQUITY FUNDS 170216341 F CREDIT/EVENT DRIVEN 2432088 F OTHER 403161 F 173051590 OPERATING LEASE LIABILITIES 10284975 10284975 X 201271913 2842733 2842733 198429180 1062179 1062179 199491359 403448229 0 403448229 1062179 1062179 404510408 PART X, LINE 2: 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. 1 YOUTH VILLAGES 3320 BROTHER BLVD BARLETT TN 38133 581716970 501(C)(3) 37000000 0 TO SUPPORT SCALING PLAN GRAMEEN AMERICA 150 W 30TH ST 8TH FLOOR NEW YORK NY 10001 208497991 501(C)(3) 22365600 0 TO SUPPORT SCALING PLAN OAKLAND PROMISE 300 FRANK H OGAWA PLAZA UNIT 430 OAKLAND CA 94612 542103707 501(C)(3) 21816000 0 TO SUPPORT ECONOMIC MOBILITY TULSA COMMUNITY FOUNDATION 7030 SOUTH YALE AVENUE SUITE 600 TULSA OK 74136 731554474 501(C)(3) 18000000 0 TO SUPPORT SCALING PLAN MERIT AMERICA 712 H STREET NE SUITE 1560 WASHINGTON DC 20002 842108762 501(C)(3) 15500000 0 TO SUPPORT SCALING PLAN POLICYLINK 1438 WEBSTER STREET SUITE 303 OAKLAND CA 94612 943297479 501(C)(3) 14800000 0 TO SUPPORT ECONOMIC MOBILITY HARLEM CHILDREN'S ZONE 35 EAST 125TH STREE NEW YORK NY 10035 237112974 501(C)(3) 12925000 0 TO SUPPORT ECONOMIC MOBILITY UNITED NEGRO COLLEGE FUND 1805 7TH STREET NW WASHINGTON DC 20001 131624241 501(C)(3) 12470000 0 TO SUPPORT SCALING PLAN PARTNERSHIP FOR EDUCATION ADVANCEMENT 601 LEXINGTON AVE 17TH FLOOR NEW YORK NY 10022 831400442 501(C)(3) 11420000 0 TO SUPPORT SCALING PLAN THE COMMIT PARTNERSHIP 3800 MAPLE AVE 800 DALLAS TX 75219 800790222 501(C)(3) 10000000 0 TO SUPPORT ECONOMIC MOBILITY NATIONAL DOMESTICE WORKERS ALLIANCE 45 BROADWAY SUITE 320 NEW YORK NY 10006 352420942 501(C)(3) 9100000 0 TO SUPPORT SCALING PLAN VERA INSTITUTE OF JUSTICE INC 34 35TH STREET SUITE 4-2A BROOKLYN NY 11232 131941627 501(C)(3) 9000000 0 TO SUPPORT SCALING PLAN DAVE THOMAS FOUNDATION FOR ADOPTION 4900 TUTTLE CROSSING BLVD DUBLIN OH 43016 311356151 501(C)(3) 8889000 0 TO SUPPORT SCALING PLAN PURPOSE BUILT COMMUNITIES FOUNDATION INC 1670 BENJAMIN WELDON BICKERS DR SE ATLANTA GA 30315 454056587 501(C)(3) 8551000 0 TO SUPPORT ECONOMIC MOBILITY UPSTREAM USA INC 426 17TH STREET SUITE 200 OAKLAND CA 94612 352581424 501(C)(3) 7200000 0 TO SUPPORT SCALING PLAN CODEPATH 353 KING ST APT 733 SAN FRANCISCO CA 94158 815338932 501(C)(3) 7000000 0 TO SUPPORT SCALING PLAN CATALYST EDUCATION INC 721 HILLARY ST SUITE 2 NEW ORLEANS LA 70118 822628337 501(C)(3) 6975000 0 TO SUPPORT EDUCATION INVESTMENTS ALLIANCE FOR SAFETY AND JUSTICE 1700 BROADWAY SUITE 700 OAKLAND CA 94612 853209787 501(C)(3) 6000000 0 TO SUPPORT SCALING PLAN SOCIAL FINANCE INC 2 ATLANTIC AVE 5TH FLOOR BOSTON MA 02110 274620963 501(C)(3) 6000000 0 TO SUPPORT SCALING PLAN CENTER FOR EMPLOYMENT OPPORTUNITIES 50 BROADWAY SUITE 1604 NEW YORK NY 10004 133843322 501(C)(3) 5500000 0 TO SUPPORT SCALING PLAN COMPASS WORKING CAPITAL INC 89 SOUTH STREET SUITE 804 BOSTON MA 02111 203975100 501(C)(3) 5352293 0 TO SUPPORT STRATEGIC PLANNING THE BRIDGESPAN GROUP 333 7TH AVE 11TH FLOOR NEW YORK NY 10001 311625487 501(C)(3) 5127363 0 TO PROVIDE GRANTEE TECHINCAL ASSISTANCE JOBS FOR THE FUTURE 88 BROAD STREET BOSTON MA 02110 061164568 501(C)(3) 5000000 0 TO SUPPORT STRATEGIC PLANNING POWER TO DECIDE 1015 15TH STREET NW SUITE 1225 WASHINGTON DC 20005 521974611 501(C)(3) 4003043 0 TO SUPPORT STRATEGIC PLANNING CLEAN SLATE INITIATIVE INC 5728 MAJOR BLVD SUITE 705 ORLANDO FL 32819 923898284 501(C)(3) 4000000 0 TO SUPPORT SCALING PLAN CODE FOR AMERICA 155 9TH ST SAN FRANCISCO CA 94103 271067272 501(C)(3) 3840000 0 TO SUPPORT SCALING PLAN THURGOOD MARSHALL COLLEGE FUND 901 F STREET NW SUITE 700 WASHINGTON DC 20004 411750692 501(C)(3) 3770000 0 TO SUPPORT SCALING PLAN NURSE FAMILY PARTNERSHIP 1900 GRANT STREET SUITE 400 DENVER CO 80203 200234163 501(C)(3) 3200000 0 TO SUPPORT SCALING PLAN MCKINSEY & COMPANY INC 140 FOUNTAIN PARKWAY NORTH STE 800 ST PETERSBURG FL 33716 133796161 3188000 0 TO SUPPORT EDUCATION INVESTMENTS ROBERTS ENTERPRISE DEVELOPMENT FUND 785 MARKET STREET SUITE 1200 SAN FRANCISCO CA 94013 542132153 501(C)(3) 3000000 0 TO SUPPORT STRATEGIC PLANNING STRIVETOGETHER 125 EAST NINTH STREET SECOND FLOOR CINCINNATI OH 45202 813380647 501(C)(3) 2908000 0 TO SUPPORT ECONOMIC MOBILITY NATIONAL EMPLOYMENT LAW PROJECT 90 BROAD STREET SUITE 1100 NEW YORK NY 10004 132758558 501(C)(3) 2900000 0 TO SUPPORT STRATEGIC PLANNING THE BAIL PROJECT PO BOX 750 VENICE CA 90294 814985512 501(C)(3) 2900000 0 TO SUPPORT SCALING PLAN COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN 333 W FORT STREET SUITE 2010 DETROIT MI 48226 382530980 501(C)(3) 2850000 0 TO SUPPORT SCALING PLAN CENTERING HEALTHCARE INSTITUTE INC 89 SOUTH STREET SUITE LL02 BOSTON MA 02111 061622668 501(C)(3) 2802981 0 TO SUPPORT STRATEGIC PLANNING ANTI-RECIDIVISM COALITION 1320 E 7TH STREET SUITE 260 LOS ANGELES CA 90021 462140915 501(C)(3) 2800000 0 TO SUPPORT SCALING PLAN OIC OF AMERICA 1415 N BROAD ST 224 PHILADELPHIA PA 19122 237109952 501(C)(3) 2800000 0 TO SUPPORT SCALING PLAN RESULTS FOR AMERICA 1875 CONNECTICUT AVE NW 11TH FL UNIT 11-116 WASHINGTON DC 20009 812709681 501(C)(3) 2800000 0 TO SUPPORT ECONOMIC MOBILITY FOUNDATION FOR LOUISIANA 4354 S SHERWOOD FOREST BLVD SUIT 100 BATON ROUGE LA 70816 203399944 501(C)(3) 2500000 0 TO SUPPORT SCALING PLAN PUBLIC DEFENDER ASSOCIATION 110 PREFONTAINE PLACE S SUITE 502 SEATTLE WA 98104 910852323 501(C)(3) 2500000 0 TO SUPPORT SCALING PLAN RACE FORWARD 145 E 57TH ST 4TH FLOOR NEW YORK NY 10022 942759879 501(C)(3) 2500000 0 TO SUPPORT SCALING PLAN YEAR UP 45 MILK STREET 9TH FLOOR BOSTON MA 02109 043534407 501(C)(3) 2300000 0 TO SUPPORT SCALING PLAN COMMUNITIES IN SCHOOLS INC 2345 CRYSTAL DRIVE SUITE 700 ARLINGTON VA 22202 581289174 501(C)(3) 2000000 0 TO SUPPORT EDUCATION INVESTMENTS SAGA INNOVATIONS INC 13 HICKORY HILL LANE FRAMINGHAM MA 01702 472168942 501(C)(3) 2000000 0 TO SUPPORT SCALING PLAN NEW YORK UNIVERSITY 105 E 17 STREET 2ND FLOOR NEW YORK NY 10003 135562308 501(C)(3) 1850000 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) 1702906 0 TO SUPPORT STRATEGIC PLANNING A NEW WAY OF LIFE 9512 S CENTRAL AVE LOS ANGELES CA 90002 954782503 501(C)(3) 1575000 0 TO SUPPORT SCALING PLAN W HAYWOOD BURNS INSTITUTE 475 14TH STREET SUITE 800 OAKLAND CA 94612 810594086 501(C)(3) 1500000 0 TO SUPPORT SCALING PLAN YOUTH GUIDANCE 1 NORTH LASALLE NO 900 CHICAGO IL 60602 362167032 501(C)(3) 1500000 0 TO SUPPORT SCALING PLAN HARVARD KENNEDY SCHOOL GOVERNMENT 79 JOHN F KENNEDY STREET CAMBRIDGE MA 02138 042103580 501(C)(3) 1100000 0 TO SUPPORT EDUCATION INVESTMENTS BELLXCEL ONE UNIVERSITY AVENUE SUITE 201A WESTWOOD MA 02090 043182053 501(C)(3) 1000000 0 TO SUPPORT EDUCATION INVESTMENTS EQUAL OPPORTUNITY SCHOOLS 5601 SIXTH AVE SOUTH SUITE 258 SEATTLE WA 98108 371609659 501(C)(3) 1000000 0 TO SUPPORT SCALING PLAN MDRC 200 VESEY STREET 23RD FLOOR NEW YORK NY 10281 237379473 501(C)(3) 1000000 0 TO SUPPORT EDUCATION INVESTMENTS TIDES CENTER 1012 TORNEY AVE SAN FRANCISCO CA 94129 943213100 501(C)(3) 1000000 0 TO SUPPORT SCALING PLAN PARTNERS FOR RURAL IMPACT 439 WALNUT MEADOW ROAD BEREA KY 40403 872937264 501(C)(3) 980000 0 TO SUPPORT ECONOMIC MOBILITY COMMONSENSE CHILDBIRTH INC 213 SOUTH DILLARD STREET SUITE 340 WINTER GARDEN FL 34787 593479821 501(C)(3) 752994 0 TO SUPPORT STRATEGIC PLANNING JOIN FREE WORLD INC 410 E SANTA CLARA ST UNIT 950 SAN JOSE CA 95113 854029841 501(C)(3) 750000 0 TO SUPPORT SCALING PLAN NATIONAL INSTITUTE FOR CRIMINAL JUSTICE REFORM 303 HEGENBERGER ROAD OAKLAND CA 94621 815269212 501(C)(3) 720000 0 TO SUPPORT SCALING PLAN HEALTH RESOURCES IN ACTION INC 2 BOYLSTONST BOSTON MA 02116 042229839 501(C)(3) 700000 0 TO SUPPORT SCALING PLAN NEWARK COMMUNITY STREET TEAM 915 S 16TH STREET NEWARK NJ 07108 821719128 501(C)(3) 650000 0 TO SUPPORT SCALING PLAN TIDES FOUNDATION 1012 TORNEY AVENUE SAN FRANCISCO CA 94129 510198509 501(C)(3) 530000 0 TO SUPPORT SCALING PLAN AMERICA ACHIEVES INC 100 W 33RD STREET NEW YORK NY 10001 273238471 501(C)(3) 500000 0 TO SUPPORT SCALING PLAN BRAVEN 300 WEST ADAMS ST SUITE 1000 CHICAGO IL 60606 464340594 501(C)(3) 500000 0 TO SUPPORT SCALING PLAN DELIVERY ASSOCIATES 228 EAST 45TH STREET SUITE 9E NEW YORK NY 10017 821623560 501(C)(3) 500000 0 TO SUPPORT SCALING PLAN OPPORTUNITY AT WORK INC 1100 CONNECTICUT AVE NW SUITE 430 WASHINGTON DC 20036 813214432 501(C)(3) 500000 0 TO SUPPORT SCALING PLAN PER SCHOLAS 804 E 138TH ST BRONX BRONX NY 10454 043252955 501(C)(3) 500000 0 TO SUPPORT SCALING PLAN RESILIENCE FORCE PO BOX 52046 NEW ORLEANS LA 70152 845151214 501(C)(3) 500000 0 TO SUPPORT SCALING PLAN SHARE OUR STRENGTH 1030 15TH STREET STE 1100 WASHINGTON DC 20005 521367538 501(C)(3) 500000 0 TO SUPPORT SCALING PLAN WATERFORD INSTITUTE INC 1590 EAST 9400 SOUTH SANDY UT 84093 510202349 501(C)(3) 500000 0 TO SUPPORT SCALING PLAN WTIA WORKFORCE INSTITUTE (APPRENTI) 1721 EIGHTH AVEN SEATTLE WA 98109 473951262 501(C)(3) 500000 0 TO SUPPORT SCALING PLAN LEARN TO EARN DAYTON 4801 SPRINGFIELD STREET DAYTON OH 45431 810823777 501(C)(3) 450000 0 TO SUPPORT ECONOMIC MOBILITY EQUITY IN THE CENTER INC 700 12 TH STREETNW SUITE 700 WASHINGTON WASHINGTON DC 20005 850728401 501(C)(3) 400000 0 TO SUPPORT SCALING PLAN THE COUNCIL OF STATE GOVERNMENTS 22 CORTLANDT ST 22ND FLOOR NEW YORK NY 10007 366000818 501(C)(3) 350000 0 TO SUPPORT SCALING PLAN JUSTLEADERSHIPUSA INC 1900 LEXINGTON AVENUE NEW YORK NY 10035 901019268 501(C)(3) 300000 0 TO SUPPORT SCALING PLAN VENTURE LEADERSHIP COLLECTIVE 650 CASTRO STREET SUITE 120 266 MOUNTAIN VIEW CA 94041 844170196 501(C)(3) 171932 0 TO SUPPORT SCALING PLAN TJM & CO MEDIA BOUTIQUE 41 FLATBUSH AVE STE 1 BROOKLYN NY 11217 463546573 154290 0 TO PROVIDE GRANT TECHNICAL ASSISTANCE LAZARUS FORWARD LLC 2903 WARINGTON ROAD SHAKER HEIGHTS OH 44120 823650201 75350 0 TO PROVIDE GRANT TECHNICAL ASSISTANCE STATE OF MARYLAND 100 COMMUNITY PLACE CROWNSVILLE MD 21032 526002033 115 75000 0 TO PROVIDE GRANT TECHNICAL ASSISTANCE CHILD TRENDS INC 7315 WISCONSIN AVENUE 1200W BETHESDA MD 20814 132982969 501(C)(3) 69035 0 TO SUPPORT SCALING PLAN KG IMPACT ADVISORS LLC 414 ANDOVER STREET SAN FRANCISCO CA 94110 834326289 63875 0 TO PROVIDE GRANT TECHNICAL ASSISTANCE PRODIGY AND COMPANY LLC 6819 E 48TH PLACE TULSA OK 74145 811484908 48713 0 TO PROVIDE GRANT TECHNICAL ASSISTANCE COLLECTIVE GRANT WRITING & CONSULTING LLC 740 FOREST PATH STONE MOUNTAIN GA 30088 853693879 47666 0 TO PROVIDE GRANT TECHNICAL ASSISTANCE JMC CONSULTING FIRM 110 S HARTFORD AVE SUITE 2592 TULSA OK 74120 880797275 46795 0 TO PROVIDE GRANT TECHNICAL ASSISTANCE ENGAGE R&D 556 S FAIR OAK AVE STE 101 603 PASADENA CA 91105 820676544 501(C)(3) 44738 0 TO SUPPORT SCALING PLAN STANFORD UNIVERSITY 485 BROADWAY MAIL CODE 8838 REDWOOD CITY CA 94063 941156365 501(C)(3) 43825 0 TO SUPPORT SCALING PLAN FOREVER READY PRODUCTIONS LLC 2563 BROAD AVE MEMPHIS TN 38112 465187116 43000 0 TO PROVIDE GRANT TECHNICAL ASSISTANCE INNOVATION LOFT 151 W 30TH ST 2ND FLOOR NEW YORK NY 10001 464104166 36882 0 TO SUPPORT ECONOMIC MOBILITY TULSA REMOTE LLC 7030 S YALE AVE SUITE 600 TULSA OK 74136 834188114 24062 0 TO PROVIDE GRANT TECHNICAL ASSISTANCE PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 10528 271728945 22760 0 TO PROVIDE GRANT TECHNICAL ASSISTANCE PEOPLE'S TELEVISION INC 220 WEST 30TH STREET 2ND FLOOR NEW YORK NY 10001 272156071 22000 0 TO PROVIDE GRANT TECHNICAL ASSISTANCE KEY IDEAS INCORPORATED 1002 FLORES ST SAN ANTONIO TX 78212 223862726 21500 0 TO PROVIDE GRANT TECHNICAL ASSISTANCE OAKLAND PUBLIC EDUCATON FUND PO BOX 71005 OAKLAND CA 94612 432014630 501(C)(3) 21500 0 TO SUPPORT SCALING PLAN 835 6TH AVE MASTER LP 851 6TH AVENUE NEW YORK NY 10001 320240079 16032 0 TO PROVIDE GRANT TECHNICAL ASSISTANCE SPRING IMPACT INC 5214F DIAMOND HEIGHTS BLVD 961 SAN FRANCISCO CA 94131 471876230 501(C)(3) 9384 0 TO SUPPORT SCALING PLAN GRASSROOTS SOLUTION INC 861 EAST HENNEPIN AVE SUITE 350 MINNEAPOLIS MN 55414 391962008 501(C)(3) 9244 0 TO SUPPORT SCALING PLAN 81 14 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. X X X X 1 0 0 0 0 0 0 1 0 NANCY ROOB CEO 840069 0 206300 0 156876 0 62869 0 55101 0 1321215 0 0 0 JAMES H SHELTON PRESIDENT CHIEF INVESTMENT AND IMPACT OFFICER 649962 0 159500 0 85949 0 62869 0 48146 0 1006426 0 0 0 KAY NEMOTO CHIEF FINANCIAL BUSINESS OFFICER & TREASURER 531231 0 123700 0 39845 0 62869 0 19104 0 776749 0 0 0 TIA BREAKLEY CHIEF STRAT DEVELOP. OFF./CHIEF GOVERN. OFF. 465235 0 118200 0 31190 0 62869 0 46793 0 724287 0 0 0 KELLY L CAMPBELL MAN. DIR., PORTFOLIO STRATEGY & MGMT 437077 0 109000 0 65707 0 40369 0 17650 0 669803 0 0 0 MICAH L CARR CHIEF BRANDING OFFICER 406286 0 118000 0 53520 0 40369 0 45913 0 664088 0 0 0 CECILIA GUTIERREZ MAN. DIR., PORTFOLIO STRATEGY & MGMT 375523 0 133000 0 49407 0 40369 0 24974 0 623273 0 0 0 MINDY S TARLOW MAN DIR PORTFOLIO STRATEGY & MGMT (UNTIL 12/31/23) 395189 0 99800 0 47035 0 40369 0 37856 0 620249 0 0 0 LISSETTE RODRIGUEZ MAN. DIR., PORTFOLIO STRATEGY & MGMT 392700 0 99500 0 39254 0 40369 0 48334 0 620157 0 0 0 MALGORZATA LONG MAN. DIR., PORTFOLIO STRATEGY & MGMT 399620 0 108400 0 0 0 40369 0 42056 0 590445 0 0 0 ELIZABETH PAWLSON MAN. DIR., PORTFOLIO STRATEGY & MGMT 381424 0 95000 0 39994 0 40369 0 31479 0 588266 0 0 0 SPENCER KYMPTON MAN. DIR., PORTFOLIO STRATEGY & MGMT 366299 0 90300 0 37831 0 40369 0 51833 0 586632 0 0 0 ALBERT CHUNG CORPORATE SECRETARY (FROM 1/16/24) 327097 0 108500 0 25315 0 40369 0 18508 0 519789 0 0 0 RALPH STEFANO FORMER TREASURER SECRETARY/CFO 45549 0 0 0 400000 0 0 0 16898 0 462447 0 0 0 TIFFANY GUEYE FORMER SENIOR ADVISOR 312509 0 0 0 0 0 37669 0 0 0 350178 0 0 0 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. 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.