BLUE MERIDIAN PARTNERS INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BLUE MERIDIAN PARTNERS INC (EIN 81-5086187)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-07-07
- IRS object ID
- 202001899349302075
- Schema version
- 2018v3.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-07T16:39:47-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | 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 | 2018-10-01 | 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 | 415 MADISON AVE 10TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY ROOB | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125519100 | PhoneNum |
| Signature | 2020-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 2123721000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.199.170.159 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-07 | IPDt |
| IP Tm | 13:00:00 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5986EA02A50E5C1C2A76B2DCE64E771EF2BE8307 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | 415 MADISON AVE 10TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $267,400,044 | 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 | 0 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $115,285,034 | PYContributionsGrantsAmt |
| CY Contributions Grants | $193,082,350 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $539,642 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,851,887 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $115,824,676 | PYTotalRevenueAmt |
| CY Total Revenue | $194,934,237 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $70,430,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $139,312,132 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,382,774 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,935,721 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $514,713 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $280,870 | PYOtherExpensesAmt |
| CY Other Expenses | $3,599,285 | CYOtherExpensesAmt |
| PY Total Expenses | $72,093,644 | PYTotalExpensesAmt |
| CY Total Expenses | $148,847,138 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $43,731,032 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $46,087,099 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $44,044,116 | TotalAssetsBOYAmt |
| Total Assets EOY | $90,769,045 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $139,609 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $502,695 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $43,904,507 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $90,266,350 | 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 | $147,411,447 | ExpenseAmt |
| Grant | $139,312,132 | GrantAmt |
| Desc | BLUE MERIDIAN PARTNERS (BMP) SUPPORTS NONPROFITS THAT ARE POISED TO MAKE A NATIONAL IMPACT ON SOCIAL PROBLEMS LIMITING OPPORTUNITY AND ECONOMIC MOBILITY FOR CHILDREN AND FAMILIES LIVING IN POVERTY THROUGH A COMBINATION OF LARGE, MULTI-YEAR GRANTS AND INTENSIVE STAFF AND STRATEGIC CONSULTING SUPPORT AS PART OF BMP'S COORDINATED SYSTEM FOR AGGREGATING CAPITAL. AS OF YEAR END, WE ACTIVELY SUPPORTED 18 ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $147,411,447 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 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 | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | 2125519112 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 MADISON AVENUE 10TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100177949 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| CONNIE BALLMER | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GEOFFREY CANADA | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $60,000 | $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) | $0 | $0 | $0 | Yes (X) | ||
| NANCY ROOB | |||||||||
| PRESIDENT AND CEO | 39.00 | 21.00 | Yes (X) | $0 | $792,714 | $95,834 | Yes (X) | ||
| RALPH STEFANO | |||||||||
| TREASURER / SECRETARY / CFO | 20.00 | 30.00 | $0 | $441,865 | $74,143 | Yes (X) | |||
| KELLY L CAMPBELL | |||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT. | 50.00 | 0.00 | $0 | $267,018 | $25,203 | Yes (X) | |||
| MICAH L CARR | |||||||||
| CHIEF BRANDING OFFICER | 50.00 | 0.00 | $0 | $378,980 | $51,043 | Yes (X) | |||
| CHARLES HARRIS III | |||||||||
| SEC. & DIR. (UNTIL JAN. 2019)/CDO | 50.00 | 0.00 | $0 | $477,469 | $77,530 | Yes (X) | |||
| MINDY S TARLOW | |||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT. | 50.00 | 0.00 | $0 | $355,586 | $58,448 | Yes (X) | |||
| ALBERT S CHUNG | |||||||||
| CHIEF OF STAFF, OFFICE OF THE CEO | 20.00 | 30.00 | $0 | $326,497 | $46,401 | Yes (X) | |||
| WOODROW C MCCUTCHEN | |||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT. | 37.50 | 12.50 | $0 | $263,898 | $45,459 | Yes (X) | |||
| MEEGHAN E PRUNTY | |||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT. | 50.00 | 0.00 | $0 | $363,921 | $50,158 | Yes (X) | |||
| LISSETTE RODRIGUEZ | |||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT. | 0.00 | 50.00 | $0 | $434,882 | $89,801 | Yes (X) | |||
| JEHAN VELJI | |||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT. | 50.00 | 0.00 | $0 | $282,735 | $49,256 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,445,565 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $663,276 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BRIDGESPAN GROUP | |||||
| 535 BOYLSTON STREET 10TH FLOOR | BOSTON | MA | 02116 | PROGRAM & GRANTEE CONSULTING | $1,787,003 |
| CONSTRUCTIVE | |||||
| 233 BROADWAY SUITE 2030 | NEW YORK | NY | 10279 | BRANDING/COMMS CONSULTING | $207,205 |
| DUARTE | |||||
| 3200 CORONADO DR | SANTA CLARA | CA | 95054 | BRANDING/COMMS CONSULTING | $112,230 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $58,155,000 | RelatedOrganizationsAmt |
| All Other Contributions | $134,927,350 | AllOtherContributionsAmt |
| Total Contributions | $193,082,350 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,722,581 | TotalRevenueColumnAmt |
| Exclusion | $1,722,581 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,595,113 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,465,807 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $129,306 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129,306 | TotalRevenueColumnAmt |
| Exclusion | $129,306 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $194,934,237 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,851,887 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,312,132 | TotalAmt |
| Program Services | $139,312,132 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,158,987 | TotalAmt |
| Program Services | $1,721,418 | ProgramServicesAmt |
| Management And General | $272,645 | ManagementAndGeneralAmt |
| Fundraising | $164,924 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,421,913 | TotalAmt |
| Program Services | $1,931,055 | ProgramServicesAmt |
| Management And General | $305,848 | ManagementAndGeneralAmt |
| Fundraising | $185,010 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,360 | TotalAmt |
| Program Services | $334,367 | ProgramServicesAmt |
| Management And General | $52,958 | ManagementAndGeneralAmt |
| Fundraising | $32,035 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659,559 | TotalAmt |
| Program Services | $525,884 | ProgramServicesAmt |
| Management And General | $83,292 | ManagementAndGeneralAmt |
| Fundraising | $50,383 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,902 | TotalAmt |
| Program Services | $219,984 | ProgramServicesAmt |
| Management And General | $34,842 | ManagementAndGeneralAmt |
| Fundraising | $21,076 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,946 | TotalAmt |
| Program Services | $225,936 | ProgramServicesAmt |
| Management And General | $43,467 | ManagementAndGeneralAmt |
| Fundraising | $15,543 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,629 | TotalAmt |
| Program Services | $75,032 | ProgramServicesAmt |
| Management And General | $14,435 | ManagementAndGeneralAmt |
| Fundraising | $5,162 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,217,238 | TotalAmt |
| Program Services | $2,209,353 | ProgramServicesAmt |
| Management And General | $5,808 | ManagementAndGeneralAmt |
| Fundraising | $2,077 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,407 | TotalAmt |
| Program Services | $92,234 | ProgramServicesAmt |
| Management And General | $17,070 | ManagementAndGeneralAmt |
| Fundraising | $6,103 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,376 | TotalAmt |
| Program Services | $156,501 | ProgramServicesAmt |
| Management And General | $30,109 | ManagementAndGeneralAmt |
| Fundraising | $10,766 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,944 | TotalAmt |
| Program Services | $219,591 | ProgramServicesAmt |
| Management And General | $42,247 | ManagementAndGeneralAmt |
| Fundraising | $15,106 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,885 | TotalAmt |
| Program Services | $314,275 | ProgramServicesAmt |
| Management And General | $4,132 | ManagementAndGeneralAmt |
| Fundraising | $1,478 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,480 | TotalAmt |
| Program Services | $65,399 | ProgramServicesAmt |
| Management And General | $12,582 | ManagementAndGeneralAmt |
| Fundraising | $4,499 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Total | $10,380 | TotalAmt |
| Program Services | $8,286 | ProgramServicesAmt |
| Management And General | $1,543 | ManagementAndGeneralAmt |
| Fundraising | $551 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,847,138 | TotalAmt |
| Program Services | $147,411,447 | ProgramServicesAmt |
| Management And General | $920,978 | ManagementAndGeneralAmt |
| Fundraising | $514,713 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,205,321 | BOYAmt |
| EOY | $1,884,277 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,000 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $872,260 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $173,024 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,825,795 | BOYAmt |
| EOY | $87,839,484 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,044,116 | BOYAmt |
| EOY | $90,769,045 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,773 | BOYAmt |
| EOY | $436,575 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,836 | BOYAmt |
| EOY | $66,120 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,609 | BOYAmt |
| EOY | $502,695 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,205,070 | BOYAmt |
| EOY | $72,606 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,699,437 | BOYAmt |
| EOY | $90,193,744 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,904,507 | BOYAmt |
| EOY | $90,266,350 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,044,116 | BOYAmt |
| EOY | $90,769,045 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $46,087,099 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $274,744 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| 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 Minus1 Year | $115,285,037 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $193,082,350 | CurrentTaxYearAmt |
| Total | $308,367,387 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $115,285,037 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $193,082,350 | CurrentTaxYearAmt |
| Total | $308,367,387 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $162,701,182 | SubstantialContributorsTotAmt |
| Public Support Total170 | $145,666,205 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $302,322 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,722,581 | CurrentTaxYearAmt |
| Total | $2,024,903 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $310,392,290 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO THE EDNA MCCONNELL CLARK FOUNDATION | Desc |
| Amt | $66,120 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $66,120 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $195,208,981 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $274,744 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $274,744 | RevenueNotReportedAmt |
| Revenue Subtotal | $194,934,237 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $194,934,237 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $148,847,138 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $148,847,138 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $148,847,138 | 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 UNRECOGNIZED TAX POSITIONS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE REPORTING PERIODS PRESENTED IN THESE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BRIDGESPAN GROUP | ||||||||
| 333 7TH AVE 11TH FLOOR | NEW YORK | NY | 10001 | 311625487 | 501(C)(3) | $1,066,392 | SUPPORT TO GRANTEES | |
| COLLEGE POSSIBLE INC | ||||||||
| 755 PRIOR AVE N SUITE 210 | ST PAUL | MN | 55104 | 411968798 | 501(C)(3) | $7,500,000 | TO SUPPORT SCALING PLAN | |
| COMPASS WORKING CAPITAL INC | ||||||||
| 89 SOUTH STREET SUITE 804 | BOSTON | MA | 02111 | 203975100 | 501(C)(3) | $6,500,000 | TO SUPPORT SCALING PLAN | |
| FAMILY INDEPENDENCE INITIATIVE | ||||||||
| 663 13TH STREET SUITE 200 | OAKLAND | CA | 94612 | 020784790 | 501(C)(3) | $5,500,000 | TO SUPPORT SCALING PLAN | |
| IMMIGRANT JUSTICE CORPS INC | ||||||||
| 17 BATTERY PL SUITE 236 | NEW YORK | NY | 10004 | 464879076 | 501(C)(3) | $1,000,000 | TO SUPPORT SCALING PLAN | |
| IMPACT JUSTICE | ||||||||
| 2633 TELEGRAPH AVENUE SUITE 104 | OAKLAND | CA | 94612 | 473363891 | 501(C)(3) | $1,000,000 | TO SUPPORT SCALING PLAN | |
| PUBLIC DEFENDER ASSOCIATION | ||||||||
| 810 THIRD AVENUE SUITE 705 | SEATTLE | WA | 98104 | 910852323 | 501(C)(3) | $5,500,000 | TO SUPPORT SCALING PLAN | |
| NEW LEADERS INC | ||||||||
| 30 WEST 26TH SRTEET 10TH FLOOR | NEW YORK | NY | 10010 | 043519203 | 501(C)(3) | $7,500,000 | TO SUPPORT SCALING PLAN | |
| ONEGOAL | ||||||||
| 180 N WABASH SUITE 800 | CHICAGO | IL | 60601 | 562369898 | 501(C)(3) | $9,000,000 | TO SUPPORT SCALING PLAN | |
| WATERFORD INSTITUTE INC | ||||||||
| 1590 EAST 9400 | SOUTH SANDY | UT | 84093 | 510202349 | 501(C)(3) | $8,500,000 | TO SUPPORT SCALING PLAN | |
| NURSE FAMILY PARTNERSHIP | ||||||||
| 1900 GRANT STREET SUITE 400 | DENVER | CO | 80203 | 200234163 | 501(C)(3) | $7,500,000 | TO SUPPORT EXPANSION PLAN | |
| YEAR UP | ||||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | 043534407 | 501(C)(3) | $7,000,000 | TO SUPPORT SCALING PLAN | |
| THE BAIL PROJECT | ||||||||
| PO BOX 750 | VENICE | CA | 90294 | 814985512 | 501(C)(3) | $9,000,000 | TO SUPPORT SCALING PLAN | |
| YOUTH VILLAGES INC | ||||||||
| 3320 BROTHER BLVD | BARLETT | TN | 38133 | 581716970 | 501(C)(3) | $13,300,000 | TO SUPPORT SCALING PLAN | |
| DAVE THOMAS FOUNDATION FOR ADOPTION | ||||||||
| 716 MT AIRYSHIRE BOULEVARD SUITE | COLUMBUS | OH | 43235 | 311356151 | 501(C)(3) | $5,300,000 | TO SUPPORT SCALING PLAN | 100 |
| UPSTREAM USA | ||||||||
| 426 17TH STREET SUITE 200 | OAKLAND | CA | 94612 | 352581424 | 501(C)(3) | $8,000,000 | TO SUPPORT SCALING PLAN | |
| ZERO TO THREE | ||||||||
| 1255 23RD STREET NW SUITE 350 | WASHINGTON | DC | 20037 | 521105189 | 501(C)(3) | $8,500,000 | TO SUPPORT SCALING PLAN | |
| GEORGE KAISER FAMILY FOUNDATION | ||||||||
| 7030 S YALE AVENUE SUITE 600 | TULSA | OK | 74136 | 731574370 | 501(C)(3) | $27,000,000 | TO SUPPORT BIRTH THROUGH EIGHT STRATEGY FOR TULSA (BEST) PROGRAM | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BLUE MERIDIAN'S SUPPORT FOR ("INVESTEES") EXTENDS BEYOND THE FINANCIAL. WE PAIR EACH INVESTEE WITH A MANAGING DIRECTOR: AN EXPERIENCED LEADER WHO PROVIDES STRATEGIC COUNSEL TO ITS CEO AND BOARD OF DIRECTORS. IN ADDITION, WE MONITOR OUR INVESTEES' PERFORMANCE THROUGH MUTUALLY DETERMINED MILESTONES, FINANCIAL REPORTS, AND PROGRESS REPORTS DUE THROUGHOUT THE GRANT TERM. IN ADDITION, WE ALSO MAKE QUARTERLY REPORTS TO OUR FUNDERS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 | $0 | $622,948 | $0 | $169,766 | $0 | $0 | $0 | $52,431 | $0 | $43,403 | $0 | $888,548 | $0 | $0 |
| RALPH STEFANO | ||||||||||||||
| TREASURER / SECRETARY / CFO | $0 | $365,165 | $0 | $76,700 | $0 | $0 | $0 | $52,431 | $0 | $21,712 | $0 | $516,008 | $0 | $0 |
| KELLY L CAMPBELL | ||||||||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT | $0 | $239,726 | $0 | $27,292 | $0 | $0 | $0 | $14,900 | $0 | $10,303 | $0 | $292,221 | $0 | $0 |
| MICAH L CARR | ||||||||||||||
| CHIEF BRANDING OFFICER | $0 | $332,080 | $0 | $46,900 | $0 | $0 | $0 | $33,931 | $0 | $17,112 | $0 | $430,023 | $0 | $0 |
| CHARLES HARRIS III | ||||||||||||||
| SEC. & DIR. (UNTIL JAN. 2019)/CDO | $0 | $399,869 | $0 | $77,600 | $0 | $0 | $0 | $52,431 | $0 | $25,099 | $0 | $554,999 | $0 | $0 |
| MINDY S TARLOW | ||||||||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT | $0 | $298,386 | $0 | $57,200 | $0 | $0 | $0 | $33,931 | $0 | $24,517 | $0 | $414,034 | $0 | $0 |
| ALBERT S CHUNG | ||||||||||||||
| CHIEF OF STAFF, OFFICE OF THE CEO | $0 | $273,397 | $0 | $53,100 | $0 | $0 | $0 | $33,931 | $0 | $12,470 | $0 | $372,898 | $0 | $0 |
| WOODROW C MCCUTCHEN | ||||||||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT | $0 | $230,198 | $0 | $33,700 | $0 | $0 | $0 | $27,762 | $0 | $17,697 | $0 | $309,357 | $0 | $0 |
| MEEGHAN E PRUNTY | ||||||||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT | $0 | $309,421 | $0 | $54,500 | $0 | $0 | $0 | $33,931 | $0 | $16,227 | $0 | $414,079 | $0 | $0 |
| LISSETTE RODRIGUEZ | ||||||||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT | $0 | $367,182 | $0 | $67,700 | $0 | $0 | $0 | $52,431 | $0 | $37,370 | $0 | $524,683 | $0 | $0 |
| JEHAN VELJI | ||||||||||||||
| MAN. DIR., PORTFOLIO STRATEGY & MGMT | $0 | $239,635 | $0 | $43,100 | $0 | $0 | $0 | $33,684 | $0 | $15,572 | $0 | $331,991 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | NANCY ROOB, RALPH STEFANO, KELLY CAMPBELL, MICAH CARR, CHARLES HARRIS, AND MINDY TARLOW HAVE A BUSINESS RELATIONSHIP BECAUSE THEY ARE ALL 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 CORPORATION 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 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 | BMP UTILIZES A THIRD PARTY VENDOR TO EVALUATE THE COMPENSATION OF ALL EMPLOYEES OF THE ORGANIZATION. THIS STUDY INCORPORATES DETERMINING THE MEDIAN MARKET SALARY FOR EVERY POSITION BASED ON THE JOB DESCRIPTION AND OTHER REQUIRED QUALIFICATIONS. THE MEDIAN SALARY IS DETERMINED BY USING COMPARABLE MARKET DATA WITHIN 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 WORKING GROUP WHICH IS COMPRISED OF THE CHIEF ADMINISTRATION OFFICER AND 3 BOARD MEMBERS. THE CEO'S COMPENSATION RESULTING FROM THE STUDY IS THEN PRESENTED BEFORE THE FULL BOARD FOR REVIEW AND APPROVAL. |
| 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, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART XIII, LINE 2C: | THE BOARD ACTS AS THE AUDIT COMMITTEE FOR 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 | 415 MADISON AVENUE 10TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 |