2022-03-08T08:23:59-06:00 2021-08-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2020-09-01 261914515 BELLWETHER EDUCATION PARTNERS INC BELL 8776360909 517 BOSTON POST ROAD 171 SUDBURY MA 01776 MARY K WELLS PRESIDENT 8776360909 2022-03-02 1 MARY WELLS 999009999 SHANNON CROWLEY P01594935 7819821001 2022-03-02 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARY K WELLS 517 BOSTON POST ROAD 171 SUDBURY MA 01776 18676649 0 X BELLWETHEREDUCATION.ORG X 2007 MA HELPING ED. ORGS. ACHIEVE RESULTS THROUGH POLICY ANALYSIS/EVALUATION/STRATEGIC SUPPORT. 7 5 119 6 0 0 8039945 6681640 10493441 11960125 20523 -11956 0 0 18553909 18629809 2597068 357500 0 0 11525099 12037515 0 0 349889 4621839 4737585 18744006 17132600 -190097 1497209 12359734 12681269 3640592 2478341 8719142 10202928 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 15092991 357500 11960125 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 FOURTEEN YEARS OF OPERATIONS, WE INCREASED OUR IMPACT BY REACHING 209 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. 15092991 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 64 0 1 119 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 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 X MARY K WELLS 8776360909 517 BOSTON POST ROAD 171 SUDBURY MA 01776 MARY WELLS PRESIDENT/PARTNER-STRATEGIC ADVISING 40.00 X X 369372 0 19560 AARON MILLER DIRECTOR 5.00 X 0 0 0 PAUL REVILLE DIRECTOR 5.00 X 0 0 0 TINA FERNANDEZ DIRECTOR 5.00 X 0 0 0 PAUL GOREN DIRECTOR 5.00 X 0 0 0 GRACE HEINTZ CHAIRMAN/DIR. & SECRETARY 5.00 X X 0 0 0 KENDRICK ASHTON DIRECTOR/TREASURER 5.00 X X 0 0 0 ELINA BANKERT PARTNER, STRATEGIC ADVISING 40.00 X 300504 0 12170 REBECCA GOLDBERG PARTNER, STRATEGIC ADVISING 40.00 X 270306 0 11569 SARA MEAD PARTNER, POLICY & EVALUATION 40.00 X 193271 0 11190 STEVEN WILSON ENTREPRENEUR IN RESIDENCE 40.00 X 157500 0 321 ANDREW ROTHERHAM PARTNER, POLICY & EVALUATION 40.00 X 345011 0 26208 JENNIFER SCHIESS PARTNER, POLICY & EVALUATION 40.00 X 198149 0 25842 JULIE SQUIRE PARTNER, POLICY AND THOUGHT LEADERSHIP 40.00 X 202233 0 16258 JEFF SCHULZ PARTNER, STRATEGIC ADVISING 40.00 X 246587 0 27054 ALLISON CREAN DAVIS PARTNER, POLICY & EVALUATION 40.00 X 238327 0 10303 TRESHA WARD PRINCIPAL, STRATEGIC ADVISING 40.00 X 224766 0 10132 GWENDOLYN BAKER PRINCIPAL, STRATEGIC ADVISING 40.00 X 237745 0 19793 WILLIAM DURBIN PRINCIPAL, STRATEGIC ADVISING 40.00 X 185836 0 25185 3169607 0 215585 34 0 1 0 LAVINIA GROUP LLC PO BOX 1319 SAG HARBOR NY 11963 FISCALLY SPONSORED PROGRAM SUPPORT 550000 EDUCATION ELEMENTS INC 101 HICKEY BLVD STE A 526 SOUTH SAN FRANCISCO CA 94080 FISCALLY SPONSORED PROGRAM SUPPORT 220000 MCCURRY CONSULTING LLC 745 WESTMINSTER ROAD BROOKLYN NY 11230 FISCALLY SPONSORED PROGRAM SUPPORT 186500 MESH ED 68 JAY STREET SUITE 501 BROOKLYN NY 11201 FISCALLY SPONSORED PROGRAM SUPPORT 167000 4 1251817 5429823 6681640 PROGRAM SERVICE FEES 611710 11960125 11960125 11960125 22705 22705 12179 46840 -34661 -34661 -34661 18629809 11960125 0 -11956 X 357500 357500 2325770 1923022 211791 190957 8375830 7675077 578761 121992 230514 205196 20074 5244 434394 363172 66507 4715 671007 593785 58539 18683 60239 60239 88338 88338 3394428 3047215 346774 439 34118 17592 16526 196257 117983 78274 194725 174063 15136 5526 76461 50644 25817 55918 52055 2830 1033 45815 40954 3561 1300 DUES AND SUBSCRIPTIONS 575824 463882 111942 0 MISCELLANEOUS 15462 10851 4611 0 17132600 15092991 1689720 349889 2268132 1443057 7677854 8120036 719081 670000 942514 1459739 193135 188170 235892 151621 115897 84271 443121 715996 12359734 12681269 2388775 2478341 1251817 3640592 2478341 X 6751990 8756359 1967152 1446569 8719142 10202928 12359734 12681269 1497209 -13423 0 X 0 1 X 1 0 X 2742031 2926385 4942732 8039945 6681640 25332733 9454897 10721686 14595274 10493441 11960125 57225423 12196928 13648071 19538006 18533386 18641765 82558156 1868085 2679183 4900759 5936444 2606379 17990850 1584463 1940746 1858078 1482203 2763564 9629054 3452548 4619929 6758837 7418647 5369943 27619904 54938252 6543 13317 25647 45221 22705 113433 6543 13317 25647 45221 22705 113433 12203471 13661388 19563653 18578607 18664470 82671589 0.66450 0.64390 0.00140 0.00130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 235892 151621 84271 84271 UNBILLED REVENUE 715996 715996 X 18651047 -13423 34661 21238 18629809 0 18629809 17167261 34661 34661 17132600 0 17132600 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS 34,661. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS 34,661. 1 NATIONAL SUMMER SCHOOL INITIATIVE INC 147 PRINCE STREET 3/54 BROOKLYN NY 11201 871464717 501(C)(3) 2500 FUNDING FOR NSSI THE EDUCATION TRUST INC 1501 K STREET SUITE 200 WASHINGTON DC 20005 521982223 501(C)(3) 15000 2021 SCHOOL FINANCE EQUITY TRAINING THOMAS B FORDHAM INSTITUTE 1016 16TH STREET NW 8TH FLOOR WASHINGTON DC 20036 311816446 501(C)(3) 15000 2021 SCHOOL FINANCE EQUITY TRAINING OHIO EXCELS 41 S HIGH STREET SUITE 2245 COLUMBUS OH 43215 831391462 501(C)(3) 15000 2021 SCHOOL FINANCE EQUITY TRAINING TENNESSEE STATE COLLABORATIVE ON REFORMING EDUCATION (SCORE) 1207 18TH AVENUE SOUTH SUITE 326 NASHVILLE TN 37212 263670335 501(C)(3) 15000 2021 SCHOOL FINANCE EQUITY TRAINING 50CAN INC 1625 K ST NW STE 400 WASHINGTON DC 20006 273069592 501(C)(3) 15000 2021 SCHOOL FINANCE EQUITY TRAINING FOUNDATION FOR EXCELLENCE IN EDUCATION INC PO BOX 10691 TALLAHASSEE FL 32302 260615175 501(C)(3) 30000 2021 SCHOOL FINANCE EQUITY TRAINING TNTP INC 500 7TH AVENUE 8TH FLOOR NEW YORK NY 10018 133850158 501(C)(3) 250000 FUNDING FOR NSSI 8 PART I, LINE 2: BELLWETHER DOES NOT MONITOR THE USE OF THESE GRANTS BECAUSE THEY WERE PROVIDED TO ORGANIZATIONS THAT RECEIVED TAX-EXEMPT STATUS UNDER SECTION 501(C)(3). THE RECIPIENTS ARE TAX-EXEMPT ORGANIZATIONS THAT ARE REQUIRED TO MONITOR THE USE OF THEIR CHARITABLE ASSETS. X X 0 0 0 0 0 0 0 1 0 MARY WELLS PRESIDENT/PARTNER-STRATEGIC ADVISING 301705 0 67667 0 0 0 11400 0 8160 0 388932 0 0 0 ANDREW ROTHERHAM PARTNER, POLICY & EVALUATION 299178 0 45833 0 0 0 11400 0 14808 0 371219 0 0 0 ELINA BANKERT PARTNER, STRATEGIC ADVISING 230504 0 70000 0 0 0 11400 0 770 0 312674 0 0 0 REBECCA GOLDBERG PARTNER, STRATEGIC ADVISING 205556 0 64750 0 0 0 10799 0 770 0 281875 0 0 0 JEFF SCHULZ PARTNER, STRATEGIC ADVISING 181587 0 65000 0 0 0 10397 0 16657 0 273641 0 0 0 GWENDOLYN BAKER PRINCIPAL, STRATEGIC ADVISING 182745 0 55000 0 0 0 9643 0 10150 0 257538 0 0 0 ALLISON CREAN DAVIS PARTNER, POLICY & EVALUATION 218327 0 20000 0 0 0 9533 0 770 0 248630 0 0 0 TRESHA WARD PRINCIPAL, STRATEGIC ADVISING 181266 0 43500 0 0 0 8996 0 1136 0 234898 0 0 0 JENNIFER SCHIESS PARTNER, POLICY & EVALUATION 168149 0 30000 0 0 0 8360 0 17482 0 223991 0 0 0 JULIE SQUIRE PARTNER, POLICY AND THOUGHT LEADERSH 172233 0 30000 0 0 0 7898 0 8360 0 218491 0 0 0 WILLIAM DURBIN PRINCIPAL, STRATEGIC ADVISING 160836 0 25000 0 0 0 7557 0 17628 0 211021 0 0 0 SARA MEAD PARTNER, POLICY & EVALUATION 147438 0 45833 0 0 0 7803 0 3387 0 204461 0 0 0 STEVEN WILSON ENTREPRENEUR IN RESIDENCE 157500 0 0 0 0 0 0 0 321 0 157821 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 2019 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 WERE 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 46,323. MANAGEMENT AND GENERAL EXPENSES 122,482. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 168,805. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 2,987,062. MANAGEMENT AND GENERAL EXPENSES 223,089. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,210,151. PAYROLL SERVICES FEES: PROGRAM SERVICE EXPENSES 13,830. MANAGEMENT AND GENERAL EXPENSES 1,203. FUNDRAISING EXPENSES 439. TOTAL EXPENSES 15,472.