2023-08-15T14:01:48-05:00 2022-09-30 420714325 RSM US LLP 4 TIMES SQUARE NEW YORK NY 10036 990 2021-10-01 815086187 BLUE MERIDIAN PARTNERS INC BLUE 2125519100 477 MADISON AVE 6TH FL NEW YORK NY 10022 KAY NEMOTO CFBO 2125519100 2023-08-15 1 KAY NEMOTO XXX-XX-XXXX LYNNE JOHNSON P00757336 2123721000 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z KAY NEMOTO 477 MADISON AVE 6TH FL NEW YORK NY 10022 3553322962 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. 9 7 89 7 1283281 1154053 174061621 1180711203 0 0 14008014 31813953 0 0 188069635 1212525156 387091716 374225757 0 0 17309565 23551634 0 0 2174481 8604847 14947796 413006128 412725187 -224936493 799799969 1640549641 2400151638 3207799 3501130 1637341842 2396650508 BLUE MERIDIAN PARTNERS FINDS AND FUNDS SCALABLE SOLUTIONS TO PROBLEMS THAT TRAP AMERICA'S YOUTH AND FAMILIES IN POVERTY AND LIMIT ECONOMIC MOBILITY. 0 0 404307769 374225757 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. 404307769 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 33 0 1 89 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 9 7 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X NANCY ROOB 2125519100 477 MADISON AVENUE 6TH FLOOR NEW YORK NY 10022 X NANCY ROOB PRESIDENT AND CEO 45.00 5.00 X X 1006419 0 101133 GEOFFREY CANADA SEE SCH O DIRECTOR 5.00 0.00 X 60000 0 0 CONNIE BALLMER DIRECTOR 2.00 0.00 X 0 0 0 JAMES M CLARK DIRECTOR 2.00 4.00 X 0 0 0 DON CORNWELL DIRECTOR 2.00 0.00 X 0 0 0 STEVEN A DENNING DIRECTOR 2.00 0.00 X 0 0 0 KEVIN W KENNEDY DIRECTOR 2.00 0.00 X 0 0 0 GEORGE PAVLOV DIRECTOR 2.00 0.00 X 0 0 0 STANLEY DRUCKMILLER BOARD CHAIR 4.00 0.00 X X 0 0 0 JAMES H SHELTON CHIEF INVESTMENT AND IMPACT OFFICER 50.00 0.00 X 819653 0 100472 RALPH STEFANO TREASURER / SECRETARY / CFO 45.00 5.00 X 632436 0 63876 KELLY L CAMPBELL MAN. DIR., PORTFOLIO STRATEGY & MGMT 50.00 0.00 X 587821 0 64788 TIFFANY GUEYE COOTHRU 8722 SENIOR ADVISOR (FROM 8/8/2022) 45.00 5.00 X 668232 0 87277 MINDY S TARLOW MAN. DIR., PORTFOLIO STRATEGY & MGMT 50.00 0.00 X 500488 0 64506 MICAH L CARR CHIEF BRANDING OFFICER 50.00 0.00 X 425465 0 80945 TIA BREAKLEY CHIEF STRAT DEVELOP. OFF./CHIEF GOVERN. OFF. 50.00 0.00 X 493036 0 74153 CAROL PLEDGER INTERIM CHIEF ADMINISTRATION OFFICER 45.00 5.00 X 531730 0 72526 LISSETTE RODRIGUEZ MAN. DIR., PORTFOLIO STRATEGY & MGMT 40.00 10.00 X 487434 0 82809 ELIZABETH PAWLSON MAN. DIR., PORTFOLIO STRATEGY & MGMT 50.00 0.00 X 482657 0 60085 LAUREL BLATCHFORD MAN. DIR., PORTFOLIO STRATEGY & MGMT. 50.00 0.00 X 458943 0 43352 CECILIA GUTIERREZ MAN. DIR., PORTFOLIO STRATEGY & MGMT. 50.00 0.00 X 454709 0 51232 7609023 0 947154 35 0 1 0 THE BRIDGESPAN GROUP 2 COPLEY PLACE 7TH FLOOR SUITE 37 BOSTON MA 02116 PROGRAM AND GRANTEE CONSULTING 4043846 PATTERSON BELKNAP WEBB & TYLER LLP 1133 AVENUE OF THE AMERICAS NEW YORK NY 10036 LEGAL CONSULTING 570928 BETTY AND SMITH LLC 1818 N STREET NW SUITE 515 WASHINGTON DC 20036 BRANDING/COMM. CONSULTING 388202 HEIDRICK & STRUGGLES INTERNATIONAL INC 1 VANDERBILT AVENUE NEW YORK NY 10017 RECRUITMENT FIRM CONSULTING 358400 CONVERGE CONSULTING LLC 3157 GENTILLY BOULEVARD PMB4048 NEW ORLEANS LA 70122 STRATEGY BUILDING CONSULTING 343478 6 201538557 979172646 179106811 1180711203 13863679 1283281 12580398 2358748080 2340797806 17950274 17950274 17950274 1212525156 0 1283281 30530672 374225757 374225757 5424675 4384946 557536 482193 12936421 10410391 1592311 933719 1475750 1189157 172791 113802 2712483 2185713 317597 209173 1002305 807655 117357 77293 655007 529464 67320 58223 181778 146937 18683 16158 3071058 3071058 7502127 7423577 42121 36429 127120 102755 13066 11299 705871 570579 72548 62744 745077 602271 76577 66229 1210808 1123166 46996 40646 488572 394929 50215 43428 FEDERAL EXCISE TAX 250000 203437 24192 22371 POSTAGE EXPENSES 4964 4013 510 441 OTHER EXPENSES 3739 3022 384 333 TAXES 1675 1675 412725187 404307769 6242937 2174481 84023776 71797902 980245058 1505893263 26801 452215 1086560 1144322 305437816 592254264 269729630 228609672 1640549641 2400151638 1307799 1901130 1900000 1600000 3207799 3501130 X 39048862 95024656 1598292980 2301625852 1637341842 2396650508 1640549641 2400151638 799799969 -40491303 0 X X 0 1 X 1 0 X 851174026 639339069 899547056 174061621 1180711203 3744832975 851174026 639339069 899547056 174061621 1180711203 3744832975 1927138431 1817694544 302322 1722581 1069097 508204 12580398 16182602 1283281 1283281 3762298858 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 PRIVATE EQUITY FUNDS 222567004 F CREDIT/EVENT DRIVEN 5281722 F OTHER 760946 F 228609672 X 1168962795 -40491303 -40491303 1209454098 3071058 3071058 1212525156 409654129 0 409654129 3071058 3071058 412725187 PART X, LINE 2: BMP INC. 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 INC. IS SUBJECT TO FEDERAL AND STATE INCOME TAXES AT CORPORATE RATES ON ITS UNRELATED BUSINESS INCOME. BMP INC. FILES FORMS 990 AND 990-T IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF NEW YORK. MANAGEMENT EVALUATED BMP INC.'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 A NEW WAY OF LIFE REENTRY PROJECT 9512 S CENTRAL AVENUE LOS ANGELES CA 90002 954782503 501(C)(3) 300000 0 TO SUPPORT SCALING PLAN ANTI-RECIDIVISM COALITION 1320 EAST 7TH STREET SUITE 260 LOS ANGELES CA 90021 462140915 501(C)(3) 300000 0 TO SUPPORT SCALING PLAN BALTIMOREANS UNITED IN LEADERSHIP DEVELOPMENT INC 2439 MARYLAND AVENUE BALTIMORE MD 21218 521120778 501(C)(3) 4000000 0 TO SUPPORT SCALING PLAN BELLXCEL ONE UNIVERSITY AVENUE SUITE 201A WESTWOOD MA 02090 043182053 501(C)(3) 3000000 0 TO SUPPORT EDUCATION INVESTMENTS BENEFITS DATA TRUST 1500 MARKET STREET SUITE 2800 PHILADELPHIA PA 19102 203455598 501(C)(3) 3500000 0 TO SUPPORT SCALING PLAN BEYOND 12 EDUCATION INC 1625 CLAY STREET SUITE 100 OAKLAND CA 94612 271275246 501(C)(3) 2000000 0 TO SUPPORT SCALING PLAN CENTER FOR EMPLOYMENT OPPORTUNITIES INC 50 BROADWAY SUITE 1604 NEW YORK NY 10004 133843322 501(C)(3) 9000000 0 TO SUPPORT SCALING PLAN CENTRAL FLORIDA FOUNDATION INC 800 NORTH MAGNOLIA AVENUE SUITE 1700 ORLANDO FL 32803 593182886 501(C)(3) 3600000 0 TO SUPPORT ECONOMIC MOBILITY CHIEFS FOR CHANGE INC 1455 PENNSYLVANIA AVENUE NW SUITE 400-3 WASHINGTON DC 200040000 472373903 501(C)(3) 3000000 0 TO SUPPORT EDUCATION INVESTMENTS CODE FOR AMERICA LABS INC 972 MISSION STREET FLOOR 5 SAN FRANCISCO CA 94103 271067272 501(C)(3) 6000000 0 TO SUPPORT SCALING PLAN CODEPATHORG 353 KING STREET APT 733 SAN FRANCISCO CA 941581683 815338932 501(C)(3) 2000000 0 TO SUPPORT SCALING PLAN COMMUNITIES IN SCHOOLS INC 2345 CRYSTAL DRIVE SUITE 700 ARLINGTON VA 22202 581289174 501(C)(3) 4000000 0 TO SUPPORT EDUCATION INVESTMENTS COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN 333 WEST FORT STREET SUITE 2010 DETROIT MI 482263134 382530980 501(C)(3) 3000000 0 TO SUPPORT SCALING PLAN COMPASS WORKING CAPITAL INC 89 SOUTH STREET SUITE 804 BOSTON MA 02111 203975100 501(C)(3) 500000 0 TO SUPPORT STRATEGIC PLANNING CONVERGE CONSULTING LLC 3157 GENTILLY BOULEVARD PMB 4048 NEW ORLEANS LA 70122 320603681 163693 0 TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES IN STRATEGIC PLANNING AND RACIAL EQUITY. COUNCIL OF CHIEF STATE SCHOOL OFFICERS 1 MASSACHUSETTS AVENUE NW SUITE 700 WASHINGTON DC 200011406 530198090 501(C)(3) 1000000 0 TO SUPPORT EDUCATION INVESTMENTS DAVE THOMAS FOUNDATION FOR ADOPTION 4900 TUTTLE CROSSING BOULEVARD DUBLIN OH 43016 311356151 501(C)(3) 7335500 0 TO SUPPORT SCALING PLAN EQUAL OPPORTUNITY SCHOOLS 5601 SIXTH AVENUE SOUTH SUITE 258 SEATTLE WA 98108 371609659 501(C)(3) 5500000 0 TO SUPPORT SCALING PLAN EQUITY IN THE CENTER INC 600 THIRD AVENUE 3RD FLOOR NEW YORK NY 10016 850728401 501(C)(3) 420000 0 TO SUPPORT ECONOMIC MOBILITY FII NATIONAL (DBA UPTOGETHER) PO BOX 71363 OAKLAND CA 94612 020784790 501(C)(3) 3140000 0 TO SUPPORT ECONOMIC MOBILITY FIRST NATIONS DEVELOPMENT INSTITUTE 2432 MAIN STREET 2ND FLOOR LONGMONT CO 80501 541254491 501(C)(3) 1000000 0 TO SUPPORT EDUCATION INVESTMENTS FOUNDATION AT FRESNO COUNTY OFFICE OF EDUCATION 1111 VAN NESS AVENUE 3RD FLOOR FRESNO CA 93721 800381096 501(C)(3) 3407670 0 TO SUPPORT ECONOMIC MOBILITY GLOBAL IMPACT 1199 N FAIRFAX STREET SUITE 300 ALEXANDRIA VA 22314 521273585 501(C)(3) 1500000 0 TO SUPPORT SCALING PLAN GRAMEEN AMERICA 150 WEST 30TH STREET 8TH FLOOR NEW YORK NY 100014151 208497991 501(C)(3) 3000000 0 TO SUPPORT SCALING PLAN GRANTS PLUS 1422 EUCLID AVENUE SUITE 650 CLEVELAND OH 44115 262277803 23000 0 TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES IN STRATEGIC PLANNING. HARLEM CHILDREN'S ZONE INC 35 EAST 125TH STREET NEW YORK NY 10035 237112974 501(C)(3) 8000000 0 TO SUPPORT ECONOMIC MOBILITY HARVARD KENNEDY SCHOOL 79 JOHN F KENNEDY STREET CAMBRIDGE MA 02138 042103580 501(C)(3) 1100000 0 TO SUPPORT EDUCATION INVESTMENTS INNOVATION LOFT 151 WEST 30TH STREET 2ND FLOOR NEW YORK NY 10001 464104166 38500 0 TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES IN MEETING SERVICES. JOBS FOR THE FUTURE INC 88 BROAD STREET BOSTON MA 02110 061164568 501(C)(3) 3000000 0 TO SUPPORT STRATEGIC PLANNING JOIN FREEWORLD INC 410 E SANTA CLARA STREET UNIT 950 SAN JOSE CA 951131913 854029841 501(C)(3) 1300000 0 TO SUPPORT SCALING PLAN JUSTLEADERSHIPUSA 1900 LEXINGTON AVENUE NEW YORK NY 10035 901019268 501(C)(3) 1000000 0 TO SUPPORT ECONOMIC MOBILITY LEARN TO EARN DAYTON 200 SOUTH KEOWEE STREET DAYTON OH 45402 810823777 501(C)(3) 3960000 0 TO SUPPORT ECONOMIC MOBILITY LIFT ORLANDO 2043 JACOBS PLACE ORLANDO FL 32805 463607865 501(C)(3) 3000000 0 TO SUPPORT ECONOMIC MOBILITY LOUISVILLE URBAN LEAGUE 1535 WEST BROADWAY LOUISVILLE KY 40203 610444771 501(C)(3) 4630000 0 TO SUPPORT ECONOMIC MOBILITY MANAGEMENT LEADERSHIP FOR TOMORROW 7201 WISCONSIN AVENUE SUITE 400 BETHESDA MD 208144848 521795164 501(C)(3) 2200000 0 TO SUPPORT SCALING PLAN MARCUS A FOSTER EDUCATIONAL INSTITUTE 2000 FRANKLIN STREET OAKLAND CA 94612 237357906 501(C)(3) 226000 0 TO SUPPORT ECONOMIC MOBILITY MCKINSEY & COMPANY INC 140 FOUNTAIN PARKWAY NORTH SUITE 800 ST PETERSBURG FL 33716 133796161 450000 0 TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES IN HBCU TRANSFORMATION PROGRAM GOVERNANCE. MDRC 200 VESEY STREET 23RD FLOOR NEW YORK NY 10281 237279473 501(C)(3) 4200000 0 TO SUPPORT EDUCATION INVESTMENTS MISSION ECONOMIC DEVELOPMENT AGENCY 2301 MISSION STREET SUITE 301 SAN FRANCISCO CA 94110 510187791 501(C)(3) 2500000 0 TO SUPPORT ECONOMIC MOBILITY NATIONAL EMPLOYMENT LAW PROJECT 90 BROAD STREET SUITE 1100 NEW YORK NY 10004 132758558 501(C)(3) 3400000 0 TO SUPPORT STRATEGIC PLANNING NEW VENTURE FUND 1828 L STREET NW SUITE 300A WASHINGTON DC 20036 205806345 501(C)(3) 5000000 0 TO SUPPORT SCALING PLAN NORTHSIDE ACHIEVEMENT ZONE 2123 WEST BROADWAY AVENUE 100 MINNEAPOLIS MN 55411 300238807 501(C)(3) 3600000 0 TO SUPPORT ECONOMIC MOBILITY NURSE-FAMILY PARTNERSHIP 1900 GRANT STREET SUITE 400 DENVER CO 80203 200234163 501(C)(3) 16000000 0 TO SUPPORT SCALING PLAN OAKLAND PROMISE 300 FRANK H OGAWA PLAZA UNIT 430 OAKLAND CA 94612 542103707 501(C)(3) 1670000 0 TO SUPPORT ECONOMIC MOBILITY OPPORTUNITIES INDUSTRIALIZATION CENTERS OF AMERICA INC 1415 NORTH BROAD STREET 224 PHILADELPHIA PA 19122 237109952 501(C)(3) 300000 0 TO SUPPORT SCALING PLAN P16PLUS COUNCIL OF GREATER BEXAR COUNTY FOUNDATION INC 454 SOLEDAD STREET SUITE 101 SAN ANTONIO TX 78205 800174484 501(C)(3) 3124000 0 TO SUPPORT ECONOMIC MOBILITY PARENTPOWERED PUBLIC BENEFIT CORPORATION 548 MARKET STREET SUITE 75516 SAN FRANCISCO CA 941045401 812427411 2100000 0 TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO EDUCATION RECOVERY FOCUSED WORK WITH A FOCUS ON SUPPORTING ECONOMICALLY DISADVANTAGED FAMILIES. PER SCHOLAS 804 EAST 138TH STREET BRONX NY 104541932 043252955 501(C)(3) 3000000 0 TO SUPPORT SCALING PLAN POLICING EQUITY 1925 CENTURY PARK EAST 1700 LOS ANGELES CA 90067 814945849 501(C)(3) 3500000 0 TO SUPPORT SCALING PLAN POLICYLINK 1438 WEBSTER STREET SUITE 303 OAKLAND CA 94612 943297479 501(C)(3) 9665214 0 TO SUPPORT ECONOMIC MOBILITY PRISON ENTREPRENEURSHIP PROGRAM PO BOX 2767 HOUSTON TX 772522767 201384253 501(C)(3) 300000 0 TO SUPPORT SCALING PLAN PURPOSE BUILT COMMUNITIES FOUNDATION INC 1670 BENJAMIN WELDON BICKERS DRIVE SE ATLANTA GA 30315 454056587 501(C)(3) 3000000 0 TO SUPPORT ECONOMIC MOBILITY RACE FORWARD 145 EAST 57TH STREET 4TH FLOOR NEW YORK NY 10022 942759879 501(C)(3) 1000000 0 TO SUPPORT ECONOMIC MOBILITY REACH RIVERSIDE DEVELOPMENT CORPORATION 2300 BOWERS STREET WILMINGTON DE 19802 821401986 501(C)(3) 3000000 0 TO SUPPORT ECONOMIC MOBILITY REFORM ALLIANCE 1675 BROADWAY 21ST FLOOR NEW YORK NY 10019 472573670 501(C)(3) 1500000 0 TO SUPPORT SCALING PLAN RESULTS FOR AMERICA 1875 CONNECTICUT AVENUE NW 11TH FLOOR UNIT 11-116 WASHINGTON DC 20009 812709681 501(C)(3) 8740000 0 TO SUPPORT ECONOMIC MOBILITY ROBERTS ENTERPRISE DEVELOPMENT FUND 785 MARKET STREET SUITE 1200 SAN FRANCISCO CA 94103 542132153 501(C)(3) 2500000 0 TO SUPPORT STRATEGIC PLANNING RUBICON PROGRAMS 2500 BISSELL AVENUE RICHMOND CA 94804 942301550 501(C)(3) 300000 0 TO SUPPORT SCALING PLAN SAGA INNOVATIONS INC 10 LAUDHOLM ROAD NEWTON MA 02458 472168942 501(C)(3) 5000000 0 TO SUPPORT SCALING PLAN SAN ANTONIO AREA FOUNDATION 303 PEARL PARKWAY SAN ANTONIO TX 78215 746065414 501(C)(3) 1050000 0 TO SUPPORT ECONOMIC MOBILITY SEEDING SUCCESS 240 MADISON AVENUE SUITE 850 MEMPHIS TN 38103 452464843 501(C)(3) 750000 0 TO SUPPORT ECONOMIC MOBILITY SOCIAL FINANCE INC 10 MILK STREET SUITE 1010 BOSTON MA 02108 274620963 501(C)(3) 3060000 0 TO SUPPORT EDUCATION INVESTMENTS SPARTANBURG ACADEMIC MOVEMENT 349 EAST MAIN STREET 101 SPARTANBURG SC 29302 452104341 501(C)(3) 3170000 0 TO SUPPORT ECONOMIC MOBILITY SPRINGBOARD COLLABORATIVE 1500 JOHN F KENNEDY BOULEVARD SUITE 1160 PHILADELPHIA PA 19102 453719806 501(C)(3) 750000 0 TO SUPPORT EDUCATION INVESTMENTS START EARLY 33 WEST MONROE STREET SUITE 1200 CHICAGO IL 60603 363186328 501(C)(3) 4000000 0 TO SUPPORT EDUCATION INVESTMENTS STRIVE INTERNATIONAL INC 205 EAST 122ND STREET 3RD FLOOR NEW YORK NY 10035 133255679 501(C)(3) 300000 0 TO SUPPORT SCALING PLAN TALKINGPOINTS 2021 FILLMORE STREET 2124 SAN FRANCISCO CA 941152708 474616102 501(C)(3) 2500000 0 TO SUPPORT EDUCATION INVESTMENTS THE BAIL PROJECT PO BOX 750 VENICE CA 90294 814985512 501(C)(3) 7000000 0 TO SUPPORT SCALING PLAN THE BRIDGESPAN GROUP 333 7TH AVENUE 11TH FLOOR NEW YORK NY 10001 311625487 501(C)(3) 2112182 0 TO SUPPORT SCALING PLAN THE CHILDREN'S AID SOCIETY 117 WEST 124TH STREET 3RD FLOOR NEW YORK NY 10027 135562191 501(C)(3) 1000000 0 TO SUPPORT ECONOMIC MOBILITY THE COMMIT PARTNERSHIP 3800 MAPLE AVENUE 800 DALLAS TX 75219 800790222 501(C)(3) 4000000 0 TO SUPPORT ECONOMIC MOBILITY THE COMMUNITY FOUNDATION FOR GREATER ATLANTA 191 PEACHTREE STREET NE SUITE 1000 ATLANTA GA 30303 581344646 501(C)(3) 2000000 0 TO SUPPORT ECONOMIC MOBILITY THE EDUCATION FINANCE INSTITUTE 601 LEXINGTON AVENUE 17TH FLOOR NEW YORK NY 10022 831400442 501(C)(3) 2470000 0 TO SUPPORT SCALING PLAN THE HUNT INSTITUTE 4000 CENTREGREEN WAY SUITE 301 CARY NC 27513 800025367 501(C)(3) 2000000 0 TO SUPPORT EDUCATION INVESTMENTS THE RHOSE ISLAND COMMUNITY FOUNDATION ONE UNION STATION PROVIDENCE RI 02903 222604963 501(C)(3) 4250000 0 TO SUPPORT ECONOMIC MOBILITY THE TIDES CENTER 1012 TORNEY AVENUE SAN FRANCISCO CA 94129 943213100 501(C)(3) 4000000 0 TO SUPPORT SCALING PLAN THURGOOD MARSHALL COLLEGE FUND 901 F STREET NW SUITE 700 WASHINGTON DC 20004 411750692 501(C)(3) 14430000 0 TO SUPPORT SCALING PLAN TIDES CENTERGEO 1012 TORNEY AVENUE SAN FRANCISCO CA 94129 943213100 501(C)(3) 2933500 0 TO SUPPORT EDUCATION INVESTMENTS TULSA COMMUNITY FOUNDATION 7030 SOUTH YALE AVENUE SUITE 600 TULSA OK 74136 731554474 501(C)(3) 22000000 0 TO SUPPORT SCALING PLAN TURNAROUND TUESDAY 2519 N CHARLES STREET BALTIMORE MD 21218 833204982 501(C)(3) 500000 0 TO SUPPORT SCALING PLAN UNITED NEGRO COLLEGE FUND INC 1805 7TH STREET NW WASHINGTON DC 20001 131624241 501(C)(3) 18100000 0 TO SUPPORT SCALING PLAN UNITED WAY OF GREATER ATLANTA 40 COURTLAND STREET NE 300 ATLANTA GA 30303 580566194 501(C)(3) 2750000 0 TO SUPPORT ECONOMIC MOBILITY UNIVERSITY OF MICHIGAN MEDICAL SCHOOL 7300 MEDICAL SCIENCE BUILDING I 1301 CATHERINE STREET ANN ARBOR MI 481095625 386006309 501(C)(3) 381500 0 TO SUPPORT EDUCATION INVESTMENTS UPSTREAM USA 426 17TH STREET SUITE 200 OAKLAND CA 94612 352581424 501(C)(3) 17000000 0 TO SUPPORT SCALING PLAN VERA INSTITUTE OF JUSTICE INC 34 35TH STREET SUITE 4-2A BROOKLYN NY 11232 131941627 501(C)(3) 7000000 0 TO SUPPORT SCALING PLAN VISION TO LEARN 12100 WILSHIRE BOULEVARD SUITE 1275 LOS ANGELES CA 90025 453457853 501(C)(3) 3950000 0 TO SUPPORT SCALING PLAN WATERFORD INSTITUTE INC 4246 RIVERBOARD ROAD TAYLORSVILLE UT 84123 510202349 501(C)(3) 1500000 0 TO SUPPORT SCALING PLAN WESTED 730 HARRISON STREET SAN FRANCISCO CA 94107 943233542 115(1) 125000 0 TO SUPPORT STRATEGIC PLANNING YEAR UP 45 MILK STREET 9TH FLOOR BOSTON MA 02109 043534407 501(C)(3) 8300000 0 TO SUPPORT SCALING PLAN YOUTH GUIDANCE 1 NORTH LASALLE NO 900 CHICAGO IL 60602 362167032 501(C)(3) 4000000 0 TO SUPPORT SCALING PLAN YOUTH VILLAGES 3320 BROTHER BOULEVARD BARLETT TN 38133 581716970 501(C)(3) 17500000 0 TO SUPPORT SCALING PLAN ZEARN INC 261 W 35TH STREET 15TH FLOOR NEW YORK NY 100011902 371665745 501(C)(3) 5350000 0 TO SUPPORT SCALING PLAN ZERO TO THREE 2445 M STREET NW SUITE 600 WASHINGTON DC 20037 521105189 501(C)(3) 21000000 0 TO SUPPORT SCALING PLAN 87 6 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 0 0 0 0 0 0 0 1 0 NANCY ROOB PRESIDENT AND CEO 660831 0 215700 0 129888 0 54860 0 46273 0 1107552 0 0 0 JAMES H SHELTON CHIEF INVESTMENT AND IMPACT OFFICER 545447 0 189800 0 84406 0 54860 0 45612 0 920125 0 0 0 TIFFANY GUEYE COOTHRU 8722 SENIOR ADVISOR (FROM 8/8/2022) 444630 0 171100 0 52502 0 54860 0 32417 0 755509 0 0 0 RALPH STEFANO TREASURER / SECRETARY / CFO 401632 0 157000 0 73804 0 35360 0 28516 0 696312 0 0 0 KELLY L CAMPBELL MAN. DIR., PORTFOLIO STRATEGY & MGMT 405189 0 138000 0 44632 0 54860 0 9928 0 652609 0 0 0 CAROL PLEDGER INTERIM CHIEF ADMINISTRATION OFFICER 360255 0 120800 0 50675 0 35360 0 37166 0 604256 0 0 0 LISSETTE RODRIGUEZ MAN. DIR., PORTFOLIO STRATEGY & MGMT 352638 0 120800 0 13996 0 35360 0 47449 0 570243 0 0 0 TIA BREAKLEY CHIEF STRAT DEVELOP. OFF./CHIEF GOVERN. OFF. 368333 0 115500 0 9203 0 35360 0 38793 0 567189 0 0 0 MINDY S TARLOW MAN. DIR., PORTFOLIO STRATEGY & MGMT 340221 0 113900 0 46367 0 35360 0 29146 0 564994 0 0 0 ELIZABETH PAWLSON MAN. DIR., PORTFOLIO STRATEGY & MGMT 316648 0 124800 0 41209 0 35360 0 24725 0 542742 0 0 0 MICAH L CARR CHIEF BRANDING OFFICER 303399 0 90600 0 31466 0 35360 0 45585 0 506410 0 0 0 CECILIA GUTIERREZ MAN. DIR., PORTFOLIO STRATEGY & MGMT 311526 0 107000 0 36183 0 35360 0 15872 0 505941 0 0 0 LAUREL BLATCHFORD MAN. DIR., PORTFOLIO STRATEGY & MGMT 322692 0 94900 0 41351 0 35360 0 7992 0 502295 0 0 0 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. X 2 14557151 FAIR MARKET VALUE X 3 164549660 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES IS BASED ON THE NUMBER OF GIFTS OF SECURITIES RECEIVED. THE $165 MILLION OF SECURITIES IS TRANSFERRED FROM EMCF AS PART OF THE EMCF'S COMMITMENT TO BMP THAT WAS PLEDGED OVER THE PAST FEW YEARS. FORM 990, PART VI, SECTION A, LINE 2 NANCY ROOB AND RALPH STEFANO HAVE A BUSINESS RELATIONSHIP BECAUSE THEY ARE 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") WAS THE SOLE MEMBER OF BMP INC. UNTIL DECEMBER 2021. 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 CORPORATE 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. 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 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, FINANCIAL STATEMENTS, AND 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. THE EDNA MCCONNELL CLARK FOUNDATION 477 MADISON AVENUE 6TH FLOOR NEW YORK NY 10022 237047034 GRANTMAKING DE 501(C)(3) PF 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0