2026-03-23T10:17:40-05:00 2025-08-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2024-09-01 261914515 BELLWETHER EDUCATION PARTNERS INC BELL 8776360909 68 HARRISON AVE STE 605 PMB 735636 BOSTON MA 02111 REBECCA GIFFORD GOLDBERG PRESIDENT 8776360909 2026-03-18 1 0 SHANNON CROWLEY P01594935 7819821001 2026-03-18 2024 2025-03-06 01:10:19Z REBECCA GIFFORD GOLDBERG 68 HARRISON AVE STE 605 PMB 735636 BOSTON MA 02111 23589798 0 X BELLWETHER.ORG X 2007 MA BELLWETHER WORKS TO TRANSFORM EDUCATION BY HELPING MISSION-DRIVEN PARTNERS ACCELERATE THEIR IMPACT, INFORMING POLICY AND PROGRAM DESIGN, AND BRINGING LEADERS TOGETHER TO DRIVE CHANGE. 6 6 133 6 0 0 5276174 5207249 22627767 17920914 416549 461635 0 0 28320490 23589798 3140921 224548 0 0 21568733 22069986 0 0 533370 6394731 4837606 31104385 27132140 -2783895 -3542342 21442872 16563385 4515117 3048572 16927755 13514813 X BELLWETHER IS A NATIONAL NONPROFIT, FOUNDED IN 2010, THAT WORKS TO ENSURE YOUNG PEOPLE, ESPECIALLY THOSE FURTHEST FROM OPPORTUNITY, ACHIEVE OUTCOMES THAT LEAD TO FULFILLING LIVES AND FLOURISHING COMMUNITIES. OUR VISION IS THAT ALL YOUNG PEOPLE HAVE ACCESS TO AN EXCELLENT EDUCATION AND LIVE LIVES FILLED WITH OPPORTUNITY. 0 0 22495815 224548 17920914 SINCE OUR FOUNDING IN 2010, WE HAVE WORKED TO DEVELOP AND AMPLIFY THE INSIGHTS, INNOVATIONS, AND IDEAS NECESSARY TO ADVANCE EDUCATIONAL OPTIONS IN THIS COUNTRY BY:1. SUPPORTING MISSION-DRIVEN CLIENTS FROM SCHOOL SYSTEMS AND PUBLIC AGENCIES TO NONPROFITS AND PHILANTHROPIES AS THEY NAVIGATE TOUGH DECISIONS2. INFORMING THE SECTOR WITH CLEAR INSIGHTS AND BOLD IDEA3. BRINGING LEADERS TOGETHER TO LEARN, CONNECT, AND DRIVE CHANGEOUR WORK SPANS EARLY CHILDHOOD EDUCATION THROUGH POSTSECONDARY AND CAREER PATHWAYS. OUR TEAM OF NEARLY 100 EXPERTS PAIRS DEEP KNOWLEDGE ACROSS ALL THESE AREAS WITH EXPERIENCE ON THE GROUND AS EDUCATORS, SCHOOL LEADERS, POLICYMAKERS, AND EXECUTIVES IN THE PUBLIC AND PRIVATE SECTORS ALLOWING US TO OFFER UNPARALLELED INSIGHTS FOR OUR CLIENTS AND THE SECTOR.WE HAVE WORKED WITH MORE THAN 800 CLIENTS NATIONWIDE IN SOME OF THE NATION'S LARGEST CITIES AND MOST REMOTE RURAL AREAS SUPPORTING THEM WITH STRATEGY, CONTINUOUS IMPROVEMENT, AND ANALYSIS OF HOW THE EDUCATION ECOSYSTEM SHAPES THEIR WORK. OUR PARTNERS INCLUDE INDIVIDUAL SCHOOLS, CHARTER NETWORKS, TRADITIONAL SCHOOL DISTRICTS, STATE EDUCATION LEADERS, REGION-BASED INTERMEDIARIES, PHILANTHROPIC FUNDERS, ADVOCACY ORGANIZATIONS, PLACE-BASED PARTNERSHIPS, AND NONPROFITS, AMONG OTHERS.WE HAVE ALSO SHAPED CRITICAL CONVERSATIONS ACROSS THE SECTOR THROUGH HUNDREDS OF PUBLICATIONS, RESOURCES, EVENTS, AND COMMENTARY PIECES. OUR EXTERNAL WORK DELIVERS TIMELY INSIGHTS ON THE MOST PRESSING ISSUES OF THE DAY AND HELPS LEADERS, PRACTITIONERS, POLICYMAKERS, NEWS MEDIA REPORTERS, AND FUNDERS UNDERSTAND EMERGING ISSUES AND CHALLENGES AROUND THE CORNER. THIS WORK BOTH INFORMS AND IS INFORMED BY OUR WORK ON THE GROUND WITH PARTNERS WORK THAT DRAMATICALLY EXPANDS OUR REACH AND SETS BELLWETHER APART.IN THE YEARS AHEAD, WE WILL CONTINUE TO HELP MISSION-DRIVEN PARTNERS ACCELERATE THEIR IMPACT, INFORM AND INFLUENCE POLICY AND PROGRAM DESIGN, AND BRING LEADERS TOGETHER TO DRIVE CHANGE ON EDUCATION'S MOST PRESSING CHALLENGES. 22495815 1 1 0 0 0 0 0 0 0 0 1 1 0 1 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 1 102 0 1 133 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA CA NY IL GA HI IN TN VA X DANIEL SZEKELY 8776360909 68 HARRISON AVE STE 605 PMB 735636 BOSTON MA 02111 MARY K WELLS PRESIDENT/SENIOR PARTNER UNTIL 10/24 45.00 X X 493811 0 58237 ANDREW ROTHERHAM SENIOR PARTNER, POLICY & EVALUATION 45.00 X 444722 0 88541 JENNIFER SCHIESS SENIOR PARTNER, POLICY & EVALUATION 45.00 X 363381 0 81549 REBECCA GIFFORD GOLDBERG PRES./MANAGING PARTNER AS OF 10/24 45.00 X 387975 0 30163 JULIE SQUIRE SENIOR PARTNER, POLICY & EVALUATION 45.00 X 318515 0 55897 DAWANA WILLIAMSON SENIOR PARTNER & COO 45.00 X 309635 0 57142 MELISSA KING PARTNER, POLICY & EVALUATION 45.00 X 314892 0 46516 ANSON JACKSON SENIOR PARTNER, STRATEGIC ADVISING 45.00 X 305767 0 54267 AKESHIA CRAVEN-HOWELL SENIOR PARTNER, STRATEGIC ADVISING 45.00 X 293290 0 46212 BILL DURBIN PARTNER, STRATEGIC ADVISING 45.00 X 281614 0 55004 ALEXANDER CORTEZ PARTNER, STRATEGIC ADVISING 45.00 X 269092 0 57039 NICHOLAS LEE PARTNER, POLICY & EVALUATION 45.00 X 283562 0 37173 TITILAYO ALI PARTNER, POLICY & EVALUATION 45.00 X 271066 0 36488 GRACE HEINTZ SECRETARY & CHAIRMAN OF THE BOARD 5.00 X X 0 0 0 AARON MILLER TREASURER 5.00 X X 0 0 0 TINA FERNANDEZ CLERK UNTIL 04/25 5.00 X X 0 0 0 EBONY LEE DIRECTOR 5.00 X 0 0 0 PAUL REVILLE DIRECTOR 5.00 X 0 0 0 PYPER DAVIS DIRECTOR AS OF 04/25 5.00 X 0 0 0 4337322 0 704228 87 0 1 0 LEADING ELEPHANTS LLC 598 BLEEKER STREET BURLINGTON VT 05401 PROFESSIONAL DEVELOPMENT/TRAINING 303954 EDREIMAGINED LLC 814 W CRAIG PL SAN ANTONIO TX 78212 PROJECT CONSULTING SUPPORT 169450 WORKMONGER LLC PO BOX 163331 AUSTIN TX 78716 PROJECT CONSULTING SUPPORT 163000 WILDAVSKY EDUCATION 2331 ASHBORO DRIVE CHEVY CHASE MD 20815 PROJECT CONSULTING SUPPORT 147000 TECHVERA 625 DALLAS DRIVE SUITE 450 DENTON TX 76205 TECHNOLOGY SUPPORT 125625 5 5207249 5207249 PROGRAM SERVICE FEES 611710 17920914 17920914 17920914 461635 461635 23589798 17920914 0 461635 224548 224548 2857514 2124925 477803 254786 16198193 14289254 1687428 221511 571751 501125 62033 8593 1177122 823822 334271 19029 1265406 1091615 149501 24290 51483 51483 114735 114735 1309652 1041314 267371 967 3787 3787 336229 214124 122105 90012 77945 9934 2133 1532570 1046173 486397 66645 66645 86510 74851 9598 2061 FISCAL SPONSORSHIP 850188 850188 DUES AND SUBSCRIPTIONS 355898 131722 224176 39897 422 39475 27132140 22495815 4102955 533370 1389110 1519106 1320065 854616 2116634 783893 3448620 1698691 384902 336477 266551 152469 108632 114082 11667926 10353830 1006983 902690 21442872 16563385 4408217 2666647 360166 106900 21759 4515117 3048572 X 12086956 10357394 4840799 3157419 16927755 13514813 21442872 16563385 -3542342 129400 0 X 0 1 X 1 0 X 6681640 6312054 13212899 5276174 5207249 36690016 11960125 11825501 21373331 22627767 17920914 85707638 18641765 18137555 34586230 27903941 23128163 122397654 2606379 4992023 11109105 2344157 2018229 23069893 2763564 3476289 6876794 6706994 3704846 23528487 5369943 8468312 17985899 9051151 5723075 46598380 75799274 22705 9896 256362 416549 461635 1167147 22705 9896 256362 416549 461635 1167147 18664470 18147451 34842592 28320490 23589798 123564801 0.61340 0.58630 0.00940 0.00630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 266551 152469 114082 114082 CORPORATE BONDS 7659236 F FEDERAL AND MUNICIPAL OBLIGATIONS 2694594 F 10353830 UNBILLED REVENUE 881008 RIGHT-OF-USE ASSET 21682 902690 OPERATING RIGHT-OF-USE LEASE LIABILITIES 21759 21759 X 23719198 129400 129400 23589798 0 23589798 27132140 0 27132140 0 27132140 PART X, LINE 2: THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION SUBJECT TO SECTION 501(C)(3) OF THE IRC. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 CATALYST VISIONARY EDUCATION DBA VISTIONARY STEM ACADEMY 15022 PLANTATION RIDGE FORNEY TX 75126 933276943 501(C)(3) 16966 0 TEA CHARTER SCHOOL INCUBATOR REPLICATION/EXPANSION PROGRAM PORTICO EDUCATION FOUNDATION DBA TRIVIUM ACADEMY 2205 E HEBRON PKWY CARROLLTON TX 75010 464479609 501(C)(3) 100000 0 TEA CHARTER SCHOOL INCUBATOR REPLICATION/EXPANSION PROGRAM AMIGOS POR VIDA FRIENDS FOR LIFE HOUSING & EDUCATION CORP DBA PUBLIC CHARTE 5503 EL CAMINO DEL REY ST HOUSTON TX 77081 760433067 501(C)(3) 100000 0 TEA CHARTER SCHOOL INCUBATOR REPLICATION/EXPANSION PROGRAM UNIVERSITY OF SOUTH CAROLINA 1600 HAMPTON STREET SUITE 612 COLUMBIA SC 29208 576001153 7582 0 SUPPORT OF POLICY ACADEMY 4 PART I, LINE 2: BELLWETHER DOES NOT MONITOR THE USE OF GRANTS PAID TO FISCALLY SPONSORED PROGRAMS, UPON SPINOUT, IN CASES WHEN THE FUNDING RESTRICTIONS HAVE BEEN MET OR GRANTS HAVE BEEN RE-ASSIGNED BY THE ORIGINAL FUNDER. BECAUSE THEY WERE PROVIDED TO ORGANIZATIONS THAT RECEIVED TAX-EXEMPT STATUS PROVIDED UNDER SECTION 501(C)(3) AND THE RECIPIENTS ARE TAX-EXEMPT ORGANIZATIONS THAT ARE REQUIRED TO MONITOR THE USE OF THEIR CHARITABLE ASSETS. IN CASES WHEN ANY REMAINING RESTRICTIONS REMAIN IN PLACE, BELLWETHER WILL CONTINUE TO MONITOR THE SPENDING AND WORK WITH THE FORMERLY SPONSORED PROGRAM TO ENSURE COMPLIANCE. FOR FUNDER DESIGNATED SUB-GRANTS AS PART OF OUR PROGRAMMATIC WORK, NARRATIVE AND FINANCIAL REPORTS ARE REQUIRED FROM ALL SUB-GRANTEES AS PER THE PRIMARY FUNDER'S GUIDELINES. BELLWETHER MONITORS ALL PROGRAM PARTICIPATION AND ACTIVITIES AND ACTIVELY WORKS WITH SUB-GRANTEES, IN ALIGNMENT WITH BELLWETHER'S GRANT TERMS. X X X X 0 0 0 0 0 0 0 1 0 MARY K WELLS PRESIDENT/SENIOR PARTNER UNTIL 10/24 403773 0 90038 0 0 0 30500 0 27737 0 552048 0 552048 0 ANDREW ROTHERHAM SENIOR PARTNER, POLICY & EVALUATION 364102 0 80620 0 0 0 30500 0 58041 0 533263 0 533263 0 JENNIFER SCHIESS SENIOR PARTNER, POLICY & EVALUATION 287308 0 76073 0 0 0 30500 0 51049 0 444930 0 444930 0 REBECCA GIFFORD GOLDBERG PRES./MANAGING PARTNER AS OF 10/24 318517 0 69458 0 0 0 15519 0 14644 0 418138 0 418138 0 JULIE SQUIRE SENIOR PARTNER, POLICY & EVALUATION 263710 0 54805 0 0 0 22992 0 32905 0 374412 0 374412 0 DAWANA WILLIAMSON SENIOR PARTNER & COO 263448 0 46187 0 0 0 19078 0 38064 0 366777 0 366777 0 MELISSA KING PARTNER, POLICY & EVALUATION 256932 0 57960 0 0 0 30500 0 16016 0 361408 0 361408 0 ANSON JACKSON SENIOR PARTNER, STRATEGIC ADVISING 247807 0 57960 0 0 0 12635 0 41632 0 360034 0 360034 0 AKESHIA CRAVEN-HOWELL SENIOR PARTNER, STRATEGIC ADVISING 247024 0 46266 0 0 0 23000 0 23212 0 339502 0 339502 0 BILL DURBIN PARTNER, STRATEGIC ADVISING 235348 0 46266 0 0 0 23000 0 32004 0 336618 0 336618 0 ALEXANDER CORTEZ PARTNER, STRATEGIC ADVISING 243183 0 25909 0 0 0 30500 0 26539 0 326131 0 326131 0 NICHOLAS LEE PARTNER, POLICY & EVALUATION 240997 0 42565 0 0 0 23000 0 14173 0 320735 0 320735 0 TITILAYO ALI PARTNER, POLICY & EVALUATION 228501 0 42565 0 0 0 0 0 36488 0 307554 0 307554 0 PART I, LINE 7 BONUSES ARE AWARDED ON AN ANNUAL BASIS WHICH ARE BASED ON A NUMBER OF FACTORS INCLUDING: THE OVERALL FINANCIAL HEALTH OF THE ORGANIZATION, THE INDIVIDUAL'S CONTRIBUTION TO THE ORGANIZATION, HOW BUSY THE SERVICE LINE IN WHICH THAT INDIVIDUAL WORKS WAS DURING THE YEAR, AND HOW THE PERSON HELPED TO BUILD THE ORGANIZATION AND CONTRIBUTE TO THE CULTURE. SEE THE DESCRIPTION OF THE MANAGEMENT COMPENSATION POLICY ON SCHEDULE O. FORM 990, PART VI, SECTION B, LINE 11B ONCE THE FORM 990 IS COMPLETE, IT IS SENT TO REBECCA GIFFORD GOLDBERG, PRESIDENT, AS WELL AS TO THE BOARD MEMBERS COMPRISING THE AUDIT COMMITTEE. THE FORM 990 IS REVIEWED AND NOTES AND QUESTIONS ARE DISCUSSED. THE FORM 990 IS THEN CIRCULATED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, DIRECTORS, KEY EMPLOYEES, OFFICERS AND MEMBERS OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS WHO HAVE A DIRECT OR INDIRECT FINANCIAL INTEREST (I.E. INTERESTED PERSON) HAVE A DUTY TO DISCLOSE AND SHALL FULLY DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. UPON DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST AND ALL MATERIAL FACTS AND AFTER DISCUSSION WITH THE INTERESTED PERSON HE OR SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DETERMINE IF A CONFLICT OF INTEREST EXISTS. THE MINUTES TO THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN THE NAMES OF PERSONS WHO DISCLOSED OR WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT AND THE DECISION AS TO WHETHER THE CONFLICT OF INTEREST EXISTS. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A DISCLOSURE STATEMENT WHICH AFFIRMS EACH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ, UNDERSTANDS AND HAS AGREED TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 BELLWETHER EDUCATION PARTNERS ENGAGED AN OUTSIDE FIRM TO CONDUCT AN EXTENSIVE COMPENSATION STUDY IN FY24 TO ENSURE THAT COMPENSATION FOR THE PRESIDENT, ALL PARTNERS AND EXECUTIVES WERE REASONABLE AND COMPARABLE WITH OTHER INSTITUTIONS IN THE SAME INDUSTRY. A RANGE OF SOURCES ACROSS MULTIPLE SECTORS - EDUCATION, RESEARCH INSTITUTES & PUBLIC POLICY, PRIVATE, NONPROFIT - WERE REVIEWED AND COMPARED TO ASSESS THE DEGREE TO WHICH BELLWETHER COMPENSATION EXCEEDED OR FELL BELOW NATIONAL BENCHMARKS. ONCE THE COMPENSATION WAS ESTABLISHED, THE BOARD OF DIRECTORS REVIEWED AND APPROVED. ALL DATA, DELIBERATIONS AND DECISIONS WERE DOCUMENTED CONTEMPORANEOUSLY. THOSE MEMBERS OF THE BOARD WHOSE COMPENSATION WAS BEING DETERMINED DID NOT PARTICIPATE IN THE REVIEW OR APPROVAL. CURRENT YEAR COMPENSATION ADJUSTMENTS ARE REVIEWED AND APPROVED BY THE BOARD AS PART OF THE BUDGET PROCESS. THIS PROCESS WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY & FINANCIAL STATEMENTS UPON REQUEST. CONTACT INFORMATION IS AVAILABLE ON THE ORGANIZATION'S WEBSITE.