2025-11-14T14:48:05-06:00 2024-12-31 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-01-01 311625487 THE BRIDGESPAN GROUP INC BRID 6175722833 287 COLUMBUS AVE BOSTON MA 02116 ABDUL JABBAR GHAYOOR VP, FINANCE & RISK MANAGEMENT 6175722833 2025-11-14 1 1 CRAIG KLEIN P00734640 6178075000 2024 2025-03-06 01:10:19Z X WILLIAM FOSTER 287 COLUMBUS AVE BOSTON MA 02116 91623705 0 X WWW.BRIDGESPAN.ORG X 1998 DE BRIDGESPAN'S MISSION IS TO BUILD A BETTER WORLD BY STRENGTHENING THE ABILITY OF MISSION-DRIVEN ORGANIZATIONS AND PHILANTHROPISTS TO ACHIEVE BREAKTHROUGH RESULTS IN ADDRESSING SOCIETY'S MOST IMPORTANT CHALLENGES AND OPPORTUNITIES. 14 11 430 11 2099411 137389 8150348 21359087 70984075 66320114 5480062 3692818 148535 251686 84763020 91623705 0 0 0 0 73707356 78058898 0 0 632038 21169763 18885413 94877119 96944311 -10114099 -5320606 203549391 216462914 31625960 38301674 171923431 178161240 X BRIDGESPAN'S MISSION IS TO BUILD A BETTER WORLD BY STRENGTHENING THE ABILITY OF MISSION-DRIVEN ORGANIZATIONS AND PHILANTHROPISTS TO ACHIEVE BREAKTHROUGH RESULTS IN ADDRESSING SOCIETY'S MOST IMPORTANT CHALLENGES AND OPPORTUNITIES. 0 0 40432854 36287608 ADVISING PHILANTHROPY AND IMPACT INVESTORS FOR GREATER SOCIAL IMPACTWE HELP THE WORLD'S LEADING DONORS AND PHILANTHROPIES CRAFT AND ACHIEVE THEIR VISION FOR A MORE JUST AND EQUITABLE WORLD THROUGH THE FOLLOWING SERVICES: - DEVELOPING HIGH-IMPACT GIVING STRATEGIES - SOURCING AND STRUCTURING PHILANTHROPIC INVESTMENTS - DESIGNING AND REALIZING SPECIAL INITIATIVES / PROJECTS - STRUCTURING AND MANAGING PHILANTHROPIC ENTITIES - INCREASING IMPACT AND EFFECTIVENESS OF GRANTEESTHROUGH BRIDGESPAN SOCIAL IMPACT (BSI), A FULLY-OWNED SUBSIDIARY, WE ALSO ADVISE A VARIETY OF INSTITUTIONAL INVESTORS, FOUNDATIONS, AND FAMILY OFFICES ON HOW TO INCORPORATE SOCIAL AND ENVIRONMENTAL IMPACT INVESTING INTO THEIR PORTFOLIOS WITH A FOCUS ON THE FOLLOWING SUPPORTS: - IMPACT STRATEGY - IMPACT DILIGENCE - IMPACT VALUE CREATION 32037153 27933095 SUPPORTING NONPROFITS AND NGOS TO ACHIEVE IMPACT ASPIRATIONSWE SUPPORT NONPROFITS AND NGOS IN TWO PRIMARY WAYS. FIRST, WE OFFER CUSTOMIZED ADVISING, IN WHICH WE PARTNER CLOSELY WITH A DIVERSE SET OF NONPROFITS / NGOS AND SUPPORT THEM ON A RANGE OF TOPICS AND PRIORITIES: - STRATEGIC CLARITY - GROWTH AND SCALING - PROGRAM STRATEGY AND ALIGNMENT - FUNDING STRATEGY - ORGANIZATIONAL EFFECTIVENESS AND DESIGNSECOND, WE OFFER COHORT-BASED ADVISING, IN WHICH WE OFFER COACHING AND CAPACITY-BUILDING PROGRAMS FOR GROUPS OF LEADERSHIP TEAMS: - LEADING FOR IMPACT (LFI): 12-MONTH COHORT-BASED EXPERIENCE THAT COMBINES CLASSROOM SESSIONS AND TARGETED PROJECT SUPPORT - LEADERSHIP ACCELERATOR (US) AND BRIDGESPAN NONPROFIT DEVELOPMENT PROGRAM (ASIA AND AFRICA): SUPPORT FOR NGO LEADERSHIP TEAMS ON CRITICAL STRATEGY AND MANAGEMENT CHALLENGES THROUGH A COMBINATION OF DIGITAL TOOLS, WORKSHOPS, AND 1-ON-1 COACHING 6993063 SHARING INSIGHTS TO ADVANCE SECTOR-WIDE IMPACTACROSS OUR PORTFOLIO, WE AIM TO ENGAGE SOCIAL SECTOR LEADERS IN OUR KNOWLEDGE WORK IN WAYS THAT SHAPE THEIR THINKING AND BEHAVIOR, AND USE OUR PLATFORM TO AMPLIFY THE VOICES OF DIVERSE AND PROXIMATE LEADERS. - MULTIYEAR INITIATIVES: ADVANCE MOST INFLUENTIAL IDEAS FOR THE SOCIAL SECTOR TOWARDS SPECIFIC IMPACT OBJECTIVES THROUGH DEEP, SUSTAINED INVESTMENT - TARGETED INVESTMENTS: EXPLORE PROMISING CROSS-CUTTING ISSUES OR FIELD-SPECIFIC TOPICS WITH DISCRETE INVESTMENTS - FOUNDATIONAL KNOWLEDGE: SERVE AS A GO-TO SOURCE OF KNOWLEDGE AND TOOLS TO BUILD STRONG, RESULTS-DRIVEN NONPROFITS AND DRIVE HIGHLY EFFECTIVE PHILANTHROPYARTICLES PUBLISHED ON BRIDGESPAN.ORG SOUGHT TO ENGAGE OUR AUDIENCE ON TOPICS SUCH AS EFFECTIVE PHILANTHROPY, NONPROFIT GROWTH AND RESILIENCE, EQUITABLE SYSTEMS CHANGE, STRATEGIC PLANNING, AND DECISION-MAKING. EXAMPLES INCLUDE:THE GROWING MOMENTUM BEHIND PHILANTHROPIC COLLABORATIVES IN INDIABRIDGESPAN.ORG, 2/7/24BY PRITHA VENKATACHALAM, ANANT BHAGWATI, AKSHAY GAMBHIR, MEET AGRAWAL, RONOJOY DAS, PRACHI KAUR, AND GAURI VIJHOW PHILANTHROPIC COLLABORATIVES MEASURE, EVALUATE, AND LEARNBRIDGESPAN.ORG, 2/22/24BY MARIAH COLLINS, ERIKA CABALLERO MONTOYA, WENDY CASTILLO, ALISON POWELL, RADHIKA BHULA, DEIKA ALBERT, AND BRADLEY SEEMANDREAMING IN COLOR SEASON 3 (PODCAST)BRIDGESPAN.ORG, 3/7/24BY CHRISTIAN CELESTE TATE AND ANUM QADIRENDOWMENT FUNDING AS A GRANTMAKING TOOL: THE ROBERT WOOD JOHNSON FOUNDATION APPROACH BRIDGESPAN.ORG, 3/26/24BY DARREN ISOM, JASMINE RELIFORD, CORA DANIELS, AND LYELL SAKAUEUSING ALL THE TOOLS IN THE TOOLKIT: FUNDING ADVOCACY FOR SOCIAL CHANGEBRIDGESPAN.ORG, 4/2/24BY DEBORAH BIELAK, LIZ JAIN, MAHDI FARISS, INDU PEREIRA, AND ZACH SLOBIGPOLICY INCREMENTALISM AND HOW PHILANTHROPY'S SUPPORT CAN TURN SMALL SUSTAINED STEPS INTO BIG IMPACTBRIDGESPAN.ORG, 4/2/24BY WILLIAM FOSTER, MARC SOLOMON, ERIC CHEN, AND ZACH SLOBIGTHE EVOLVING PHILANTHROPIC LANDSCAPE FOR SUPPORTING ABORTION ACCESS AND REPRODUCTIVE SERVICESBRIDGESPAN.ORG, 4/17/24BY MARINA FISHER, JULIA FINNERTY, KRISTEN LOUREIRO, AND ROGER THOMPSONILLUMINATING IMPACT: WHY GENDER MATTERS FOR FUNDERS IN ANY ISSUE AREABRIDGESPAN.ORG, 4/24/24BY NIDHI SAHNI, ELIZABETH BIBB BINDER, DEBORAH BIELAK, MADDIE HOLLAND, AND RITI MOHAPATRATHE TRUST-BASED PHILANTHROPY CONUNDRUM: TOWARD DONOR-DOER RELATIONSHIPS THAT DRIVE IMPACTBRIDGESPAN.ORG, 4/30/24BY JEFFREY BRADACH, KATHLEEN FLEMING, PREETA NAYAK, AND ZACH SLOBIGNONPROFIT LEADERSHIP TRANSITIONS: FOUR WAYS FUNDERS CAN SUPPORT LEADERS OF COLORBRIDGESPAN.ORG, 5/7/24BY NATE WONG, CARMITA SEMAAN, DOROTHY JONES, AND GRACE NGUYENHOW PHILANTHROPY CAN NARROW THE RACIAL WEALTH GAPBRIDGESPAN.ORG, 5/29/24BY DEVIN MURPHY, ZACH SLOBIG, CHRISTIAN CELESTE TATE, ALINA CLARKE, AND LOGAN BOTTSCOMMUNITY-DRIVEN CHANGE: DEMONSTRATING IMPACT IN AFRICA AND INDIABRIDGESPAN.ORG, 5/31/24BY PRITHA VENKATACHALAM, RITI MOHAPATRA, NTEFELENG NENE, ADITI SHARMA, UMANG MANCHANDA, AND ROGER THOMPSONWANT TO FUND IN THE GLOBAL SOUTH? PHILANTHROPIC COLLABORATIVES CAN HELPBRIDGESPAN.ORG, 6/5/24BY SONALI PATEL, ALEXANDRA HUGHES BROWNE, GAYLE MARTIN, AND ZACH SLOBIGHOW AFRICAN NGOS GROWBRIDGESPAN.ORG, 6/20/24BY NILOUFER MEMON, JULIA STANDISH-WHITE, NKANYISO HLONGWA, DOMINIQUE WELLS, MIKAL KOOIKER, BRADLEY SEEMANTHE CHANGING LANDSCAPE OF LARGE-SCALE GIVING IN AFRICA BY NON-AFRICAN PHILANTHROPISTSBRIDGESPAN.ORG, 6/24/24BY NTEFELENG NENE, SIYASANGA HAYI-CHARTERS, SIVIWE NYATI, NUVIKA PILLAY, ROBYN PORTEOUSPHILANTHROPIC COLLABORATIONS IN AFRICA AND THEIR UNIQUE POTENTIALBRIDGESPAN.ORG, 6/24/24BY ANSULIE COOPER, JAN SCHWIER, NTEFELENG NENE, HANNAH BENN, FHATUWANI MABILA, AND ROGER THOMPSONDREAMING IN COLOR SEASON 4 (PODCAST)BRIDGESPAN.ORG, 6/27/24BY DARREN ISOMHOW NONPROFITS AND NGOS CAN MEASURE PROGRESS TOWARD SYSTEMS CHANGEBRIDGESPAN.ORG, 7/11/24BY MARIAH COLLINS, LIA BONAMASSA, ANALIA CUEVAS-FERRERAS, NISHI MEHTA, BRADLEY SEEMANLEARNING FROM NONPROFITS AND NGOS THAT HAVE PUT LARGE, FLEXIBLE GRANTS TO WORKBRIDGESPAN.ORG, 7/17/24BY PREETA NAYAK, LINDSEY WALDRON, CARMITA SEMAAN, KATRINA FREI-HERRMANN, AND ZACH SLOBIGWHAT PHILANTHROPISTS CAN LEARN FROM FIELD CATALYSTS ABOUT MEASURING PROGRESS ON SYSTEMS CHANGEBRIDGESPAN.ORG, 7/24/24BY LIJA MCHUGH FARNHAM, EMMA NOTHMANN, KEVIN CROUCH, AND BRADLEY SEEMANBUILDING CLIMATE RESILIENCE AND PROSPERITY IN INDIA: SIX BOLD BETS FOR SMALLHOLDER FARMERS AND FARM WORKERSBRIDGESPAN.ORG, 8/16/24BY ANANT BHAGWATI, SUDARSHAN (SUDY) SAMPATHKUMAR, RISHABH TOMAR, RIDHIMA KHURANA, LABONI SINGHFINDING YOUR NONPROFIT'S FUNDING STRATEGYBRIDGEPAN.ORG, 10/28/24BY ALI KELLEY, NAOMI SENBET, KATRINA FREI-HERRMANN, AND BRADLEY SEEMANLARGEST ASIAN AND GLOBAL INSTITUTIONAL PHILANTHROPIESBRIDGESPAN.ORG, 10/30/24BY GWENDOLYN LIM, PRITHA VENKATACHALAM, JEFFREY BRADACH, XUELING LEE, DENISE CHEW, AND ROGER THOMPSONHIGH-IMPACT PHILANTHROPY: FIVE PRACTICES THAT LEAD TO LASTING CHANGEBRIDGESPAN.ORG, 10/30/24BY GWENDOLYN LIM, PRITHA VENKATACHALAM, JEFFREY BRADACH, XUELING LEE, DENISE CHEW, AND ROGER THOMPSONHOW AMERICA'S MOST GENEROUS PHILANTHROPISTS ARE GIVING BIGBRIDGESPAN.ORG, 11/12/24BY LYELL SAKAUE, KATE LEWIS-LAMONICA, SUSAN WOLF DITKOFF, AND MICHAEL BORGERIN ADDITION TO PUBLISHING MAJOR ARTICLES ON BRIDGESPAN.ORG, BRIDGESPAN PARTNERS AND MANAGERS CONTRIBUTED ARTICLES TO CENTER FOR EFFECTIVE PHILANTHROPY, THE CHRONICLE OF PHILANTHROPY, STANFORD SOCIAL INNOVATION REVIEW, ALLIANCE MAGAZINE, FORBES INDIA, AND OTHERS. EXAMPLES INCLUDE:A NEW LOOK AT HOW US NONPROFITS GET REALLY BIGSTANFORD SOCIAL INNOVATION REVIEW, 6/20/24BY ALI KELLEY, DARREN ISOM, BRADLEY SEEMAN, JULIA SILVERMAN, ANALIA CUEVAS-FERRERAS, AND KATRINA FREI-HERRMANNTHE FUTURE OF EQUITABLE PHILANTHROPYSTANFORD SOCIAL INNOVATION REVIEW, 12/5/24BY DARREN ISOM, CORA DANIELS, AND LYELL SAKAUESUBSCRIPTIONS TO BRIDGESPAN'S NEWSLETTERS, THE BRIDGESPAN KNOWLEDGE LETTER, LEADERSMATTER, AND ALERTS, REACHED A COMBINED TOTAL OF 43,000 AT THE END OF 2024.IN 2024, BRIDGESPAN PARTICIPATED IN 109 CONFERENCES AND GAVE 83 PRESENTATIONS. IN ADDITION, BRIDGESPAN HOSTED 16 WEBINARS. 79463070 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 75 0 1 430 1 1 1 1 IN SF SN 0 0 0 0 0 0 0 0 0 0 X 14 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA CA NY X ABDUL JABBAR GHAYOOR 2028204172 287 COLUMBUS AVE BOSTON MA 02116 WILLIAM FOSTER MANAGING PARTNER 50.00 0.00 X X 642957 0 74390 THOMAS J TIERNEY CO-CHAIR, CO-FOUNDER 50.00 0.00 X X 0 0 34970 JEFFREY L BRADACH PARTNER, CO-FOUNDER 50.00 0.00 X 587326 0 73756 FRED BLACKWELL TRUSTEE (THRU 9/30/25) 1.00 0.00 X 0 0 0 DANIEL CARDINALI TRUSTEE 1.00 0.00 X 0 0 0 MAYA CHORENGEL TRUSTEE 1.00 0.00 X 0 0 0 CHERYL DORSEY CO-CHAIR 1.00 0.00 X X 0 0 0 KARA GRUVER TRUSTEE (THRU 12/31/24) 1.00 0.00 X 0 0 0 GREG GUNN TRUSTEE 1.00 0.00 X 0 0 0 JULIA LOPEZ TRUSTEE 1.00 0.00 X 0 0 0 MANNY MACEDA TRUSTEE 1.00 0.00 X 0 0 0 NITIN NOHRIA TRUSTEE 1.00 0.00 X 0 0 0 NDIDI OKONKWO NWUNELI TRUSTEE 1.00 0.00 X 0 0 0 REBECCA RIMEL TRUSTEE (THRU 6/30/25) 1.00 0.00 X 0 0 0 AMANDA TAFT-PEARMAN PARTNER & COO & TREASURER 50.00 0.00 X 464425 0 77787 NITHIN IYENGAR PARTNER 50.00 0.00 X 372932 0 76155 STEPHANIE KATER PARTNER 25.00 25.00 X 234312 150300 44240 ALEX NEUHOFF PARTNER 50.00 0.00 X 363725 0 74309 PETER KIM CHIEF PEOPLE CULTURE OFFICER 50.00 0.00 X 340299 0 82851 PREETA NAYAK PARTNER 50.00 0.00 X 361686 0 73666 GAIL PERREAULT PARTNER 50.00 0.00 X 384311 0 74158 JAN SCHWIER PARTNER 50.00 0.00 X 387283 0 49059 NIDHI SAHNI PARTNER 50.00 0.00 X 484142 0 51934 KRISTEN LOUREIRO PARTNER 50.00 0.00 X 345994 0 54446 WILLA SELDON PARTNER 50.00 0.00 X 423844 0 72712 CHRISTOPHER ADDY PARTNER 50.00 0.00 X 444853 0 79807 KATHERINE KAUFMANN PARTNER 50.00 0.00 X 433268 0 76346 LIJA A FARNHAM PARTNER 50.00 0.00 X 352828 0 70551 6624185 150300 1141137 237 0 1 0 CROWE PO BOX 71570 CHICAGO IL 60694 CONSULTING 536688 BEACON HILL SOLUTIONS GROUP PO BOX 846193 BOSTON MA 02284 STAFFING 509511 NEXT STEP PARTNERS LLC 849 KENISTON AVE LOS ANGELAS CA 90005 CAREER COACHING 339500 MAVEN RECRUITING GROUP LLC 548 MARKET ST PMB 93690 SAN FRANCISCO CA 94104 STAFFING 203678 BDO USA LLP PO BOX 642743 PITTSBURG PA 15264 CONSULTING 171260 10 21359087 21359087 SUPPORTING NONPROFITS & NGOS 541610 38387019 36287608 2099411 ADVISING PHILANTHROPY & INVESTORS 900099 27933095 27933095 66320114 3692818 3692818 401K FORFEITURE 900099 224213 224213 MISCELLANEOUS 541610 27473 27473 251686 91623705 64220703 2099411 3944504 5327819 3637758 1511955 178106 57165437 48408496 8492972 263969 2830747 2061625 746106 23016 12734895 10920887 1720162 93846 3896982 3577419 319563 181056 181056 260844 260844 218314 71800 146514 1835360 1333953 488265 13142 2799148 2034442 744663 20043 2832320 2058551 753488 20281 2029250 1474874 539846 14530 300848 218659 80035 2154 PROJECT EXPENSE 1742723 1354416 388307 RECRUITING 1201256 886149 315107 TRAINING 972449 921765 50684 SUPPLIES 412115 299528 109636 2951 202748 202748 96944311 79463070 16849203 632038 19375651 22222718 519259 448213 18348002 12710108 18700580 15655697 1253746 712977 10488974 9085937 3012277 1403037 135722907 156961798 6616969 6348366 203549391 216462914 29934900 33053308 1691060 5248366 31625960 38301674 X 100625724 99757886 71297707 78403354 171923431 178161240 203549391 216462914 -5320606 11558415 0 X 0 1 X 1 0 X 74702330 38220610 39395629 8150348 21359087 181828004 74702330 38220610 39395629 8150348 21359087 181828004 74082560 107745444 495469 10026 337873 5480062 3692818 10016248 589389 876156 336802 274278 138389 2215014 163289 97788 91226 148535 251686 752524 194811790 286440185 0.55310 0.55330 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 163,289. 2021 AMOUNT: $ 97,788. 2022 AMOUNT: $ 91,226. 2023 AMOUNT: $ 148,535. 2024 AMOUNT: $ 251,686. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5771393 5323131 448262 3036785 2356664 680121 1680796 1406142 274654 1403037 X 103182120 11558415 11558415 91623705 0 91623705 96944311 0 96944311 0 96944311 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATION OF ITS INCOME BEING RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS. HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN UNCERTAINTIES REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. FEDERAL, STATE AND FOREIGN INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. SOUTH ASIA 0 0 INVESTMENT 3684296 SUB-SAHARAN AFRICA 0 0 INVESTMENT 1247858 EAST ASIA AND THE PACIFIC 0 0 INVESTMENT 1997852 0 0 0 0 0 0 6930006 0 6930006 0 0 1 0 0 0 X X X X 0 0 0 0 0 0 0 1 0 WILLIAM FOSTER MANAGING PARTNER 485394 0 72563 0 85000 0 34213 0 40177 0 717347 0 0 0 JEFFREY L BRADACH PARTNER, CO-FOUNDER 444826 0 67500 0 75000 0 33969 0 39787 0 661082 0 0 0 AMANDA TAFT-PEARMAN PARTNER & COO & TREASURER 351925 0 52500 0 60000 0 37850 0 39937 0 542212 0 0 0 NIDHI SAHNI PARTNER 380642 0 80500 0 23000 0 10550 0 41384 0 536076 0 0 0 CHRISTOPHER ADDY PARTNER 379875 0 64978 0 0 0 37656 0 42151 0 524660 0 0 0 KATHERINE KAUFMANN PARTNER 387762 0 45506 0 0 0 35791 0 40555 0 509614 0 0 0 WILLA SELDON PARTNER 369094 0 54750 0 0 0 38056 0 34656 0 496556 0 0 0 GAIL PERREAULT PARTNER 334061 0 50250 0 0 0 36122 0 38036 0 458469 0 0 0 NITHIN IYENGAR PARTNER 302182 0 70750 0 0 0 36950 0 39205 0 449087 0 0 0 ALEX NEUHOFF PARTNER 293725 0 70000 0 0 0 36500 0 37809 0 438034 0 0 0 JAN SCHWIER PARTNER 294283 0 70000 0 23000 0 11250 0 37809 0 436342 0 0 0 PREETA NAYAK PARTNER 314061 0 47625 0 0 0 35744 0 37922 0 435352 0 0 0 STEPHANIE KATER PARTNER 141312 150300 70000 0 23000 0 4500 0 39740 0 278552 150300 0 0 LIJA A FARNHAM PARTNER 286015 0 41813 0 25000 0 32788 0 37763 0 423379 0 0 0 PETER KIM CHIEF PEOPLE CULTURE OFFICER 294549 0 45750 0 0 0 36950 0 45901 0 423150 0 0 0 KRISTEN LOUREIRO PARTNER 279681 0 43313 0 23000 0 10350 0 44096 0 400440 0 0 0 PART I, LINE 7 DISCRETIONARY COMPENSATION TO A SELECT NUMBER OF STAFF FOR OUTSTANDING PERFORMANCE. PART II, COLUMN B(II): THIS COLUMN INCLUDES 1) DISCRETIONARY COMPENSATION PAID TO A SELECT NUMBER OF STAFF FOR OUTSTANDING PERFORMANCE, AND 2) AMOUNTS PAID PURSUANT TO THE ORGANIZATION'S INCENTIVE COMPENSATION PROGRAM FOLLOWING ACHIEVEMENT OF CERTAIN ORGANIZATION-WIDE PERFORMANCE GOALS. PART II, COLUMN B(III): THIS COLUMN INCLUDES SABBATICAL PAY FOR CERTAIN EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 11B BRIDGESPAN'S FORM 990 WAS PREPARED BY SENIOR MANAGEMENT AND OUR TAX ADVISORS AFTER THE COMPLETION OF THE ANNUAL AUDIT. A DRAFT COPY OF THE FORM 990 IS REVIEWED WITH THE AUDIT COMMITTEE, AND A SUBSEQUENT DRAFT INCORPORATING THEIR COMMENTS IS PREPARED AND SHARED WITH THE FULL BOARD OF TRUSTEES BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BRIDGESPAN'S CONFLICT OF INTEREST POLICY REQUIRES THAT MEMBERS OF THE BOARD OF TRUSTEES, AND MEMBERS OF THE STAFF DESIGNATED AS MANAGEMENT (INCLUDING ALL OFFICERS AND KEY EMPLOYEES) COMPLETE A CONFLICT OF INTEREST FORM THAT REQUIRES DISCLOSURE OF ANY INTEREST THAT COULD GIVE RISE TO CONFLICT. THIS PROCESS IS REPEATED ANNUALLY, IN MARCH. THE MANAGING PARTNER AND A COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE COMPLETED FORMS, AND ADDRESSES CONFLICTS AS THEY ARISE. THE INTERESTED PERSON WHO HAS A CONFLICT MAY NOT VOTE ON MATTERS FOR WHICH THERE IS A CONFLICT OF INTEREST AND THEY MUST BE EXCLUDED FROM DISCUSSIONS OF MATTERS FOR WHICH THERE IS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 BRIDGESPAN UTILIZES A PROCESS TO ENSURE THAT COMPENSATION FOR PARTNERS IS REVIEWED AND APPROVED BY INDEPENDENT PERSONS, AND THAT IT IS BASED ON COMPARABLE COMPENSATION DATA FROM OTHER ORGANIZATIONS. COMPENSATION FOR THE MANAGING PARTNERS AND OTHER PARTNERS AT BRIDGESPAN IS REVIEWED AND DELIBERATED ANNUALLY BY THE BRIDGESPAN BOARD OF TRUSTEES, AND CHANGES TO COMPENSATION LEVELS ARE MADE ONLY WITH THE APPROVAL OF THE FULL BOARD. BRIDGESPAN COMMISSIONS AN INDEPENDENT THIRD-PARTY COMPENSATION SURVEY EVERY THREE YEARS FROM AN OUTSIDE CONSULTING FIRM SPECIALIZING IN COMPENSATION TO PROVIDE BENCHMARKING INFORMATION ON COMPENSATION FOR SIMILAR POSITIONS IN OTHER ORGANIZATIONS. IN YEARS WHEN THE INDEPENDENT THIRD-PARTY SURVEY IS NOT BEING CONDUCTED, THE BOARD MAKES INQUIRIES WITH COMPENSATION EXPERTS AND OTHER INDEPENDENT SOURCES TO DETERMINE WHETHER THERE HAVE BEEN ANY SIGNIFICANT CHANGES OR TRENDS THAT COULD IMPACT PARTNER COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS AND FORM 990 OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC VIA THE MASSACHUSETTS ATTORNEY GENERAL WEBSITE. THE ORIGINAL CORPORATE BYLAWS ARE PART OF BRIDGESPAN'S FORM 1023, WHICH IS A PUBLIC REQUEST DOCUMENT. THE BRIDGESPAN GROUP'S CONFLICT OF INTEREST POLICY IS MADE AVAILABLE UPON REQUEST. BRIDGESPAN INDIA PRIVATE LIMITED 11TH FL PLANTINA G BLOCK PLOT C MUMBAI MAHARASHSTRA IN 400051 ADVISORY SERVICES IN THE BRIDGESPAN GROUP INC C 1423457 4414847 0.90000 1 BRIDGESPAN SOCIAL IMPACT INC 287 COLUMBUS AVE BOSTON MA 02116 814310056 ADVISORY SERVICES MA THE BRIDGESPAN GROUP INC C 95651 2388040 1.00000 1 BRIDGESPAN AFRICA RF 10 THE HIGH STREET MELROSE ARCH JOHANNESBURG SF 2076 ADVISORY SERVICES SF THE BRIDGESPAN GROUP INC C 287275 1426670 1.00000 1 BRIDGESPAN SOUTHEAST ASIA LTD 36 ROBINSON ROAD CITY HOUSE SN 068877 ADVISORY SERVICES SN THE BRIDGESPAN GROUP INC C 1011533 2318738 1.00000 1 0 0 0 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 BRIDGESPAN SOCIAL IMPACT INC L 2099411 COST BRIDGESPAN AFRICA RF E 487114 BOOK VALUE BRIDGESPAN INDIA PRIVATE LIMITED E 2641768 BOOK VALUE BRIDGESPAN SOUTHEAST ASIA LTD E 1138352 BOOK VALUE BRIDGESPAN SOCIAL IMPACT INC D 142305 BOOK VALUE BRIDGESPAN AFRICA RF M 568694 COST BRIDGESPAN INDIA PRIVATE LIMITED M 2055977 COST