2023-02-28T08:40:13-06:00 2022-08-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2021-09-01 261914515 BELLWETHER EDUCATION PARTNERS INC BELL 8776360909 517 BOSTON POST ROAD 171 SUDBURY MA 01776 MARY K WELLS PRESIDENT 8776360909 2023-02-07 1 MARY WELLS 999009999 SHANNON CROWLEY P01594935 7819821001 2023-02-07 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MARY K WELLS 517 BOSTON POST ROAD 171 SUDBURY MA 01776 18147451 0 X BELLWETHEREDUCATION.ORG X 2007 MA HELPING ED. ORGS. ACHIEVE RESULTS THROUGH POLICY ANALYSIS/EVALUATION/STRATEGIC SUPPORT. 5 4 111 4 0 0 6681640 6312054 11960125 11825501 -11956 9896 0 0 18629809 18147451 357500 1143686 0 0 12037515 12592012 0 0 390245 4737585 3680559 17132600 17416257 1497209 731194 12681269 12819060 2478341 1905224 10202928 10913836 X BELLWETHER EDUCATION PARTNERS IS A NATIONAL NONPROFIT FOCUSED ON DRAMATICALLY CHANGING EDUCATION AND LIFE OUTCOMES FOR UNDERSERVED CHILDREN. WE DO THIS BY HELPING EDUCATION ORGANIZATIONS ACCELERATE THEIR IMPACT AND BY WORKING TO IMPROVE POLICY AND PRACTICE. 0 0 14980951 1143686 11825501 WE SUPPORT EDUCATION ORGANIZATIONS AND LEADERS THROUGH A BLEND OF GRANT-FUNDED PROGRAMS TO BENEFIT THE FIELD AT LARGE AND CUSTOMIZED CONSULTING SERVICES FOR ORGANIZATIONS AND INDIVIDUALS IN PUBLIC EDUCATION. OUR ACTIVITIES FOCUS ON: THOUGHT LEADERSHIP AND PUBLISHING FOR THE FIELD, STRATEGIC ADVISING AND CONSULTING, AND EVALUATION.BELLWETHER'S PROGRAMS AND SERVICES ARE AIMED AT IMPROVING THE EFFECTIVENESS OF EDUCATION ORGANIZATIONS AT A CRUCIAL MOMENT FOR OUR COUNTRY WHEN OUR GOAL OF A MORE EQUITABLE DEMOCRATIC SOCIETY AS WELL AS OUR CHANGING ECONOMY DEMAND DRAMATICALLY BETTER OUTCOMES FROM OUR PUBLIC EDUCATION SYSTEM. DURING THE FIFTEEN YEARS OF OPERATIONS, WE INCREASED OUR IMPACT BY REACHING 141 ORGANIZATIONS FOR STRATEGIC ADVISING AND CONSULTING, THOUGHT LEADERSHIP AND EVALUATION SERVICES AND COUNTLESS OTHERS THROUGH PUBLICATIONS ON KEY ISSUES REGARDING INNOVATION AND REFORM, INCLUDING OUR EDUWONK AND AHEAD OF THE HEARD BLOG. 14980951 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 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 78 0 1 111 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 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 X MARY K WELLS 8776360909 517 BOSTON POST ROAD 171 SUDBURY MA 01776 MARY WELLS PRESIDENT/PARTNER-STRATEGIC ADVISING 40.00 X X 393659 0 20624 ANDREW ROTHERHAM PARTNER, POLICY & EVALUATION 40.00 X 360201 0 28183 JENNIFER SCHIESS PARTNER, POLICY & EVALUATION 40.00 X 295978 0 30740 REBECCA GOLDBERG PARTNER, STRATEGIC ADVISING 40.00 X 311305 0 12350 ELINA BANKERT PARTNER, STRATEGIC ADVISING 40.00 X 286550 0 12305 GWENDOLYN BAKER PARTNER, STRATEGIC ADVISING 40.00 X 270577 0 27738 JULIE SQUIRE PARTNER, POLICY AND EVALUATION 40.00 X 272123 0 19766 STEVEN WILSON FORMER ENTREPRENEUR IN RESIDENCE 40.00 X 230317 0 500 JEFF SCHULZ FORMER PARTNER, STRATEGIC ADVISING 40.00 X 185578 0 28383 WILLIAM DURBIN ACADEMIC STRATEGY SENIOR ADVISER 40.00 X 186521 0 18203 HAILLY TN KORMAN SR. ASSOC. PTR, POLICY & EVALUATION 40.00 X 171434 0 19965 LAUREN SCHWARTZE PARTNER, STRATEGIC ADVISING 40.00 X 177758 0 12140 MELISSA KING PARTNER, POLICY AND EVALUATION 40.00 X 182079 0 7249 TINA FERNANDEZ DIRECTOR 5.00 X 0 0 0 PAUL REVILLE DIRECTOR 5.00 X 0 0 0 GRACE HEINTZ CHAIRMAN/DIR. & SECRETARY 5.00 X X 0 0 0 AARON MILLER DIRECTOR/TREASURER 5.00 X X 0 0 0 3324080 0 238146 42 1 1 0 MCCURRY CONSULTING LLC 745 WESTMINSTER ROAD BROOKLYN NY 11230 FISCALLY SPONSORED PROGRAM SUPPORT 248625 SPENCER STUART PO BOX 98991 CHICAGO IL 60693 EXECUTIVE SEARCH 236500 FIRSTGEN PARTNERS LLC 5107 S KIMBARK AVENUE CHICAGO IL 60615 TRAINING AND DEVELOPMENT 171146 A&L STRATEGIES 99 JANE APT 7F NEW YORK NY 10014 FISCALLY SPONSORED PROGRAM SUPPORT 160487 SUPER COPY EDITORS 2630 30TH STREET ASTORIA NY 11102 PUBLICATION SUPPORT 111170 6 6312054 6312054 PROGRAM SERVICE FEES 611710 11825501 11825501 11825501 9896 9896 18147451 11825501 0 9896 X 1143686 1143686 1901989 1358008 373538 170443 9076986 8259391 640540 177055 315931 286724 22046 7161 533570 458067 67849 7654 763536 671785 72163 19588 85362 85362 12878 12878 2268329 1927094 340767 468 22982 11732 11250 216504 137730 78774 143916 126074 13439 4403 594402 435562 158840 45680 40017 4266 1397 67857 59445 6336 2076 DUES AND SUBSCRIPTIONS 205635 64517 141118 MISCELLANEOUS 17014 1119 15895 17416257 14980951 2045061 390245 1443057 945010 8120036 8834645 670000 130000 1459739 1680428 188170 282599 227903 106340 84271 121563 715996 824815 12681269 12819060 2478341 1905224 2478341 1905224 X 8756359 7244427 1446569 3669409 10202928 10913836 12681269 12819060 731194 -20286 0 X 0 1 X 1 0 X 2926385 4942732 8039945 6681640 6312054 28902756 10721686 14595274 10493441 11960125 11825501 59596027 13648071 19538006 18533386 18641765 18137555 88498783 2679183 4900759 5936444 2606379 4992023 21114788 1940746 1858078 1482203 2763564 3476289 11520880 4619929 6758837 7418647 5369943 8468312 32635668 55863115 13317 25647 45221 22705 9896 116786 13317 25647 45221 22705 9896 116786 13661388 19563653 18578607 18664470 18147451 88615569 0.63040 0.66450 0.00130 0.00140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 227903 106340 121563 121563 UNBILLED REVENUE 824815 824815 X 18127165 -20286 -20286 18147451 0 18147451 17416257 0 17416257 0 17416257 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 TNTP INC 500 7TH AVENUE 8TH FLOOR NEW YORK NY 70018 133850158 501(C)(3) 703686 0 FUNDING FOR NSSI ADVANCE ILLINOIS 303 E WACKER DRIVE SUITE 1925 CHICAGO IL 60601 262052733 501(C)(3) 15000 0 TO COMPENSATE ORGANIZATIONS, IN PART, FOR THE TIME THEIR STAFF WILL NEED TO DEDICATE TO COMPLETING THE THREE COURSES IN THE 2022 SCHOOL FINANCE EQUITY TRAININGS EDCHOICE INC 111 MONUMENT CIR STE 2650 INDIANAPOLIS IN 46204 351978359 501(C)(3) 15000 0 TO COMPENSATE ORGANIZATIONS, IN PART, FOR THE TIME THEIR STAFF WILL NEED TO DEDICATE TO COMPLETING THE THREE COURSES IN THE 2022 SCHOOL FINANCE EQUITY TRAININGS EDUCATION REFORM NOW COLORADO 1390 LAWRENCE ST SUITE 200 DENVER CO 80109 203687838 501(C)(3) 15000 0 TO COMPENSATE ORGANIZATIONS, IN PART, FOR THE TIME THEIR STAFF WILL NEED TO DEDICATE TO COMPLETING THE THREE COURSES IN THE 2022 SCHOOL FINANCE EQUITY TRAININGS KIDS FIRST CHICAGO 21 S CLARK STREET SUITE 4301 CHICAGO IL 60603 830399727 501(C)(3) 15000 0 TO COMPENSATE ORGANIZATIONS, IN PART, FOR THE TIME THEIR STAFF WILL NEED TO DEDICATE TO COMPLETING THE THREE COURSES IN THE 2022 SCHOOL FINANCE EQUITY TRAININGS STAND FOR CHILDREN LEADERSHIP CENTER 2121 SW BROADWAY STE 130 PORTLAND OR 97201 521957214 501(C)(3) 15000 0 TO COMPENSATE ORGANIZATIONS, IN PART, FOR THE TIME THEIR STAFF WILL NEED TO DEDICATE TO COMPLETING THE THREE COURSES IN THE 2022 SCHOOL FINANCE EQUITY TRAININGS THE EDUCATION TRUST INC 580 2ND STREET SUITE 200 OAKLAND CA 94607 521982223 501(C)(3) 30000 0 TO COMPENSATE ORGANIZATIONS, IN PART, FOR THE TIME THEIR STAFF WILL NEED TO DEDICATE TO COMPLETING THE THREE COURSES IN THE 2022 SCHOOL FINANCE EQUITY TRAININGS THE MIND TRUST INC 1630 NORTH MERIDIAN STREET SUITE 450 INDIANAPOLIS IN 46202 204560286 501(C)(3) 15000 0 TO COMPENSATE ORGANIZATIONS, IN PART, FOR THE TIME THEIR STAFF WILL NEED TO DEDICATE TO COMPLETING THE THREE COURSES IN THE 2022 SCHOOL FINANCE EQUITY TRAININGS BLUUM INC 702 W IDAHO BOISE ID 83702 270654125 501(C)(3) 75000 0 TO SUPPORT ORGANIZATIONS AS THEY HELP FAMILIES LEVERAGE STATE OR LOCAL POLICIES DESIGNED TO ENABLE ACCESS TO SUPPLEMENTAL LEARNING OPTIONS COLORADO SUCCEEDS 8200 SHAFFER PARKWAY 271432 LITTLETON CO 80127 753221270 501(C)(3) 100000 0 TO SUPPORT ORGANIZATIONS AS THEY HELP FAMILIES LEVERAGE STATE OR LOCAL POLICIES DESIGNED TO ENABLE ACCESS TO SUPPLEMENTAL LEARNING OPTIONS PEOPLE FOR PSEO 1360 UNIVERSITY AVE W STE 104 214 SAINT PAUL MN 55104 830768109 501(C)(3) 25000 0 TO SUPPORT ORGANIZATIONS AS THEY HELP FAMILIES LEVERAGE STATE OR LOCAL POLICIES DESIGNED TO ENABLE ACCESS TO SUPPLEMENTAL LEARNING OPTIONS COMPASS ROSE EDUCATION 8005 OUTER CIRCLE RD SAN ANTONIO TX 78235 475328736 501(C)(3) 40000 0 TO COMPENSATE ORGANIZATIONS, IN PART, FOR THE TIME THEIR STAFF WILL NEED TO DEDICATE TO ENGAGE IN THE TEA CHARTER SCHOOL INCUBATOR REPLICATION/EXPANSION PROGRAM MERIDIAN WORLD SCHOOL LLC 2550 N IH-35 ROUND ROCK TX 78664 593843371 40000 0 TO COMPENSATE ORGANIZATIONS, IN PART, FOR THE TIME THEIR STAFF WILL NEED TO DEDICATE TO ENGAGE IN THE TEA CHARTER SCHOOL INCUBATOR REPLICATION/EXPANSION PROGRAM VILLAGE TECH SCHOOLS 402 W DANIELDALE RD DUNCANVILLE TX 75137 455607359 501(C)(3) 40000 0 TO COMPENSATE ORGANIZATIONS, IN PART, FOR THE TIME THEIR STAFF WILL NEED TO DEDICATE TO ENGAGE IN THE TEA CHARTER SCHOOL INCUBATOR REPLICATION/EXPANSION PROGRAM 14 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 0 0 0 0 0 0 0 1 0 MARY WELLS PRESIDENT/PARTNER-STRATEGIC ADVISING 318909 0 74750 0 0 0 11600 0 9024 0 414283 0 0 0 ANDREW ROTHERHAM PARTNER, POLICY & EVALUATION 302701 0 57500 0 0 0 11600 0 16583 0 388384 0 0 0 JENNIFER SCHIESS PARTNER, POLICY & EVALUATION 214978 0 81000 0 0 0 11600 0 19140 0 326718 0 0 0 REBECCA GOLDBERG PARTNER, STRATEGIC ADVISING 227760 0 83545 0 0 0 11600 0 750 0 323655 0 0 0 ELINA BANKERT PARTNER, STRATEGIC ADVISING 222078 0 64472 0 0 0 11462 0 843 0 298855 0 0 0 GWENDOLYN BAKER PARTNER, STRATEGIC ADVISING 189577 0 81000 0 0 0 11135 0 16603 0 298315 0 0 0 JULIE SQUIRE PARTNER, POLICY AND EVALUATION 191123 0 81000 0 0 0 11226 0 8540 0 291889 0 0 0 STEVEN WILSON FORMER ENTREPRENEUR IN RESIDENCE 230317 0 0 0 0 0 0 0 500 0 230817 0 0 0 JEFF SCHULZ FORMER PARTNER, STRATEGIC ADVISING 128078 0 57500 0 0 0 7900 0 20483 0 213961 0 0 0 WILLIAM DURBIN ACADEMIC STRATEGY SENIOR ADVISER 163521 0 23000 0 0 0 7597 0 10606 0 204724 0 0 0 HAILLY TN KORMAN SR. ASSOC. PTR, POLICY & EVALUATION 155434 0 16000 0 0 0 7196 0 12769 0 191399 0 0 0 LAUREN SCHWARTZE PARTNER, STRATEGIC ADVISING 146492 0 31266 0 0 0 7210 0 4930 0 189898 0 0 0 MELISSA KING PARTNER, POLICY AND EVALUATION 163479 0 18600 0 0 0 7194 0 55 0 189328 0 0 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 MARY WELLS, 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 FY22 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. 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. FORM 990, PART IX, LINE 11G ADMIN/BACK OFFICE SUPPORT: PROGRAM SERVICE EXPENSES 123,501. MANAGEMENT AND GENERAL EXPENSES 140,456. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 263,957. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,790,194. MANAGEMENT AND GENERAL EXPENSES 198,883. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,989,077. PAYROLL SERVICES FEES: PROGRAM SERVICE EXPENSES 13,399. MANAGEMENT AND GENERAL EXPENSES 1,428. FUNDRAISING EXPENSES 468. TOTAL EXPENSES 15,295.