BLUE MERIDIAN PARTNERS INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BLUE MERIDIAN PARTNERS INC (EIN 81-5086187)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-17
- IRS object ID
- 202612299349302436
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-17T13:44:48-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 815086187 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE MERIDIAN PARTNERS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLUE | BusinessNameControlTxt |
| Phone | 2125519100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE 19TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAY NEMOTO | PersonNm |
| Person Title | CFBO | PersonTitleTxt |
| Phone | 2125519100 | PhoneNum |
| Signature | 2026-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAY NEMOTO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE 19TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,360,309,617 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BLUEMERIDIAN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | BLUE MERIDIAN PARTNERS FINDS AND FUNDS SCALABLE SOLUTIONS TO PROBLEMS THAT TRAP AMERICA'S YOUTH AND FAMILIES IN POVERTY AND LIMIT ECONOMIC MOBILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 101 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $3,075,371 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,353,195 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $149,045,328 | PYContributionsGrantsAmt |
| CY Contributions Grants | $857,538,878 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,131,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,069,500 | CYProgramServiceRevenueAmt |
| PY Investment Income | $47,315,031 | PYInvestmentIncomeAmt |
| CY Investment Income | $39,642,068 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $199,491,359 | PYTotalRevenueAmt |
| CY Total Revenue | $900,250,446 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $352,940,753 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $484,212,238 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,736,638 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $34,150,836 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,277,991 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,833,017 | PYOtherExpensesAmt |
| CY Other Expenses | $25,912,104 | CYOtherExpensesAmt |
| PY Total Expenses | $404,510,408 | PYTotalExpensesAmt |
| CY Total Expenses | $544,275,178 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$205,019,049 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $355,975,268 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,065,309,464 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,412,799,157 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,784,410 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,509,799 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,052,525,054 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,397,289,358 | NetAssetsOrFundBalancesEOYAmt |
| Mission | BLUE MERIDIAN PARTNERS (BMP) FINDS AND FUNDS SCALABLE SOLUTIONS TO PROBLEMS THAT TRAP AMERICA'S YOUTH AND FAMILIES IN POVERTY AND LIMIT ECONOMIC MOBILITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $530,526,930 | ExpenseAmt |
| Grant | $484,212,238 | GrantAmt |
| Revenue | $3,069,500 | RevenueAmt |
| Desc | BLUE MERIDIAN PARTNERS FINDS AND FUNDS SCALABLE SOLUTIONS TO THE PROBLEMS THAT LIMIT ECONOMIC MOBILITY AND TRAP AMERICA'S 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. | Desc |
| Total Program Service Expenses | $530,526,930 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 44 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 101 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAY NEMOTO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125519100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE 19TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| NANCY ROOB | |||||||||
| CEO | 50.00 | Yes (X) | Yes (X) | $1,441,865 | $0 | $107,450 | |||
| GEOFFREY CANADA SEE SCH O | |||||||||
| DIRECTOR | 5.00 | Yes (X) | $60,000 | $0 | $0 | ||||
| CONNIE BALLMER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES M CLARK | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| W DON CORNWELL | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN W KENNEDY | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RHETT N MABRY | |||||||||
| DIRECTOR (FROM JAN. 2025) | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE PAVLOV | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STACY SCHUSTERMAN | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RANDI TEPPER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STANLEY DRUCKMILLER | |||||||||
| BOARD CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JAMES H SHELTON PRESIDENT | |||||||||
| CHIEF INVESTMENT AND IMPACT OFFICER | 50.00 | Yes (X) | $1,029,469 | $0 | $109,607 | ||||
| KAY NEMOTO CHIEF FINANCIAL | |||||||||
| BUSINESS OFFICER & TREASURER | 50.00 | Yes (X) | $775,282 | $0 | $79,278 | ||||
| ALBERT CHUNG CHIEF OF STAFF | |||||||||
| & CORPORATE SECRETARY | 50.00 | Yes (X) | $531,689 | $0 | $57,449 | ||||
| KELLY L CAMPBELL | |||||||||
| MAN. DIR. PORTFOLIO STRATEGY & MGMT | 50.00 | $635,243 | $0 | $50,975 | Yes (X) | ||||
| TIA BREAKLEY | |||||||||
| CHIEF STRAGETIC DEVELOPMENT OFFICER | 50.00 | $639,618 | $0 | $111,026 | Yes (X) | ||||
| MICAH L CARR | |||||||||
| CHIEF BRANDING OFFICER | 50.00 | $575,297 | $0 | $110,659 | Yes (X) | ||||
| ALLANA JACKSON MAN DIR | |||||||||
| INVESTMENT AND IMPACT LEAD | 50.00 | $569,765 | $0 | $86,076 | Yes (X) | ||||
| DALE MCLEOD | |||||||||
| CHIEF PEOPLE OFFICER | 50.00 | $556,424 | $0 | $77,503 | Yes (X) | ||||
| LISSETTE RODRIGUEZ | |||||||||
| MAN. DIR. PORTFOLIO STRATEGY & MGMT | 50.00 | $540,236 | $0 | $90,615 | Yes (X) | ||||
| ELIZABETH PAWLSON | |||||||||
| MAN. DIR. PORTFOLIO STRATEGY & MGMT | 50.00 | $608,897 | $0 | $68,161 | Yes (X) | ||||
| SPENCER KYMPTON | |||||||||
| MAN. DIR. PORTFOLIO STRATEGY & MGMT | 50.00 | $554,999 | $0 | $77,774 | Yes (X) | ||||
| MALGORZATA LONG | |||||||||
| MAN. DIR. PORTFOLIO STRATEGY & MGMT | 50.00 | $548,834 | $0 | $77,703 | Yes (X) | ||||
| CECILIA GUTIERREZ | |||||||||
| MAN. DIR. PORTFOLIO STRATEGY & MGMT | 50.00 | $551,029 | $0 | $57,794 | Yes (X) | ||||
| MINDY S TARLOW FORMER | |||||||||
| MAN. DIR. PORTFOLIO STRATEGY & MGMT | 0.00 | $411,447 | $0 | $0 | Yes (X) | ||||
| TIFFANY GUEYE | |||||||||
| FORMER SENIOR ADVISOR | 50.00 | $401,420 | $0 | $65,197 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,431,514 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,227,267 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 83 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MCKINSEY & COMPANY | |||||
| 175 GREENWICH STREET | NEW YORK | NY | 10007 | PROGRAM ADVISORY SERVICES | $4,490,000 |
| THE BRIDGESPAN GROUP | |||||
| 2 COPLEY PLACE 7TH FLOOR SUITE 37 | BOSTON | MA | 02116 | PROGRAM AND GRANTEE CONSULTING | $3,281,657 |
| PATTERSON BELKNAP WEBB | |||||
| 1133 AVE OF THE AMERICAS | NEW YORK | NY | 10036 | LEGAL CONSULTANT | $1,048,284 |
| DELIVERY ASSOCIATES | |||||
| 228 EAST 45TH STREET SUITE 9E | NEW YORK | NY | 10017 | LANDSCAPING, SOURCING, AND DUE DILIGENCE | $773,891 |
| THE MACHINE DBA MACHINE LABS | |||||
| 150 EAST 52ND STREET | NEW YORK | NY | 10022 | PROGRAM ADVISORY SERVICES | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $857,538,878 | AllOtherContributionsAmt |
| Total Contributions | $857,538,878 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVISORY INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,069,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,069,500 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,069,500 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,782,277 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,075,371 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,706,906 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,474,918,962 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,460,059,171 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,859,791 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,859,791 | TotalRevenueColumnAmt |
| Exclusion | $14,859,791 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $900,250,446 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,069,500 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,075,371 | UnrelatedBusinessRevenueAmt |
| Exclusion | $36,566,697 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $484,212,238 | TotalAmt |
| Program Services | $484,212,238 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,350,231 | TotalAmt |
| Program Services | $3,776,386 | ProgramServicesAmt |
| Management And General | $680,481 | ManagementAndGeneralAmt |
| Fundraising | $893,364 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,494,532 | TotalAmt |
| Program Services | $15,171,616 | ProgramServicesAmt |
| Management And General | $2,733,829 | ManagementAndGeneralAmt |
| Fundraising | $3,589,087 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,276,816 | TotalAmt |
| Program Services | $1,607,059 | ProgramServicesAmt |
| Management And General | $289,582 | ManagementAndGeneralAmt |
| Fundraising | $380,175 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,663,218 | TotalAmt |
| Program Services | $2,585,632 | ProgramServicesAmt |
| Management And General | $465,914 | ManagementAndGeneralAmt |
| Fundraising | $611,672 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,366,039 | TotalAmt |
| Program Services | $964,199 | ProgramServicesAmt |
| Management And General | $173,743 | ManagementAndGeneralAmt |
| Fundraising | $228,097 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,069,277 | TotalAmt |
| Program Services | $754,735 | ProgramServicesAmt |
| Management And General | $135,998 | ManagementAndGeneralAmt |
| Fundraising | $178,544 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,719 | TotalAmt |
| Program Services | $58,386 | ProgramServicesAmt |
| Management And General | $10,521 | ManagementAndGeneralAmt |
| Fundraising | $13,812 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $926,564 | TotalAmt |
| Management And General | $926,564 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,753,402 | TotalAmt |
| Program Services | $12,539,920 | ProgramServicesAmt |
| Management And General | $92,303 | ManagementAndGeneralAmt |
| Fundraising | $121,179 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,205 | TotalAmt |
| Program Services | $226,010 | ProgramServicesAmt |
| Management And General | $40,728 | ManagementAndGeneralAmt |
| Fundraising | $53,467 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,322,678 | TotalAmt |
| Program Services | $1,639,430 | ProgramServicesAmt |
| Management And General | $295,415 | ManagementAndGeneralAmt |
| Fundraising | $387,833 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,616,838 | TotalAmt |
| Program Services | $1,141,223 | ProgramServicesAmt |
| Management And General | $205,641 | ManagementAndGeneralAmt |
| Fundraising | $269,974 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,550,773 | TotalAmt |
| Program Services | $1,439,929 | ProgramServicesAmt |
| Management And General | $47,925 | ManagementAndGeneralAmt |
| Fundraising | $62,919 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,025,605 | TotalAmt |
| Program Services | $723,909 | ProgramServicesAmt |
| Management And General | $130,444 | ManagementAndGeneralAmt |
| Fundraising | $171,252 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT | $2,347,873 | $2,347,873 | ||
| UBI TAX EXPENSES | $1,822,529 | $1,325,616 | $183,318 | $313,595 |
| FEDERAL EXCISE TAX | $50,000 | $50,000 | ||
| FILING FEES | $4,485 | $4,485 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,156 | TotalAmt |
| Program Services | $12,769 | ProgramServicesAmt |
| Management And General | $3,366 | ManagementAndGeneralAmt |
| Fundraising | $3,021 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $544,275,178 | TotalAmt |
| Program Services | $530,526,930 | ProgramServicesAmt |
| Management And General | $6,470,257 | ManagementAndGeneralAmt |
| Fundraising | $7,277,991 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,528,364 | BOYAmt |
| EOY | $59,856,637 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,198,829,423 | BOYAmt |
| EOY | $1,584,175,711 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,080,922 | BOYAmt |
| EOY | $2,482,690 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,506,135 | BOYAmt |
| EOY | $1,460,297 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $615,848,332 | BOYAmt |
| EOY | $411,816,580 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,051,590 | BOYAmt |
| EOY | $305,254,179 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,165,501 | BOYAmt |
| EOY | $38,211,678 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,299,197 | BOYAmt |
| EOY | $9,541,385 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,065,309,464 | BOYAmt |
| EOY | $2,412,799,157 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,499,435 | BOYAmt |
| EOY | $4,766,815 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,284,975 | BOYAmt |
| EOY | $10,742,984 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,784,410 | BOYAmt |
| EOY | $15,509,799 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,582,150 | BOYAmt |
| EOY | $289,066,348 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,862,942,904 | BOYAmt |
| EOY | $2,108,223,010 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,052,525,054 | BOYAmt |
| EOY | $2,397,289,358 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,065,309,464 | BOYAmt |
| EOY | $2,412,799,157 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $355,975,268 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,859,992 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$27,070,956 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $174,061,621 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,180,711,203 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $321,200,527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $149,045,328 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $857,538,878 | CurrentTaxYearAmt |
| Total | $2,682,557,557 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $174,061,621 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,180,711,203 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $321,200,527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $149,045,328 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $857,538,878 | CurrentTaxYearAmt |
| Total | $2,682,557,557 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $953,006,914 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,729,550,643 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $508,204 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,580,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,297,688 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,191,280 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,706,908 | CurrentTaxYearAmt |
| Total | $76,284,478 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,283,281 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,034,316 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,162,159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,504,550 | CurrentTaxYearAmt |
| Total | $8,984,306 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,767,826,341 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,734,500 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.47650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY FUNDS | $153,992,444 | F |
| HEDGE FUNDS | $148,573,263 | F |
| CREDIT/EVENT DRIVEN | $2,036,630 | F |
| OTHER | $651,842 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $305,254,179 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITIES | $10,694,403 |
| PAYABLE FOR SECURITIES PURCHASED | $48,581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,742,984 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $887,712,792 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $15,459,866 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$27,070,956 | OtherRevenueAmt |
| Revenue Not Reported | -$11,611,090 | RevenueNotReportedAmt |
| Revenue Subtotal | $899,323,882 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $926,564 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $926,564 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $900,250,446 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $543,348,614 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $543,348,614 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $926,564 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $926,564 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $544,275,178 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | BMP 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 IS SUBJECT TO FEDERAL AND STATE INCOME TAXES AT CORPORATE RATES ON ITS UNRELATED BUSINESS INCOME. BMP FILES FORMS 990 AND 990-T IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF NEW YORK. MANAGEMENT EVALUATED BMP'S TAX POSITIONS AND CONCLUDED THAT IT HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADDITIONAL ADJUSTMENT OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | WRITE OFF OF UNCOLLECTIBLE PARTNER CONTRIBUTION RECEIVABLE -27,070,956. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (99 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| TULSA COMMUNITY FOUNDATION | |||||||||
| 7030 S YALE AVE | TULSA | OK | 74136 | 731554474 | 501(C)(3) | $38,183,000 | $0 | TO SUPPORT SCALING PLAN | |
| THE DUKE ENDOWMENT | |||||||||
| 800 EAST MOREHEAD STREET | CHARLOTTE | NC | 28202 | 560529965 | 501(C)(3) | $32,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| CENTER FOR EMPLOYMENT OPPORTUNITIES | |||||||||
| 50 BROADWAY SUITE 1604 | NEW YORK | NY | 10004 | 133843322 | 501(C)(3) | $17,500,000 | $0 | TO SUPPORT SCALING PLAN | |
| HARLEM CHILDREN'S ZONE | |||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | 237112974 | 501(C)(3) | $17,040,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| SPARTANBURG ACADEMIC MOVEMENT | |||||||||
| 349 E MAIN ST 101 | SPARTANBURG | SC | 29302 | 452104341 | 501(C)(3) | $16,500,000 | $0 | TO SUPPORT SCALING PLAN | |
| PER SCHOLAS | |||||||||
| 804 E 138TH ST | BRONX | NY | 10454 | 043252955 | 501(C)(3) | $15,452,000 | $0 | TO SUPPORT SCALING PLAN | |
| MERIT AMERICA | |||||||||
| 712 H STREET NE SUITE 1560 | WASHINGTON | DC | 20002 | 842108762 | 501(C)(3) | $15,200,000 | $0 | TO SUPPORT SCALING PLAN | |
| GRAMEEN AMERICA | |||||||||
| 150 W 30TH ST 8 FLOOR | NEW YORK | NY | 10001 | 208497991 | 501(C)(3) | $14,173,910 | $0 | TO SUPPORT SCALING PLAN | |
| PARTNERS FOR RURAL IMPACT | |||||||||
| 439 WALNUT MEADOW ROAD | BEREA | KY | 40403 | 872937264 | 501(C)(3) | $13,150,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| PHILANTHROPIC VENTURES FOUNDATION | |||||||||
| 1222 PRESERVATION PARK WAY | OAKLAND | CA | 94612 | 943136771 | 501(C)(3) | $12,046,000 | $0 | TO SUPPORT SCALING PLAN | |
| ZERO TO THREE | |||||||||
| 1255 23RD STREET NW | WASHINGTON | DC | 20037 | 521105189 | 501(C)(3) | $11,800,000 | $0 | TO SUPPORT SCALING PLAN | |
| SOCIAL FINANCE INC | |||||||||
| 10 MILK STREET SUITE 1010 | BOSTON | MA | 02108 | 274620963 | 501(C)(3) | $11,730,000 | $0 | TO SUPPORT SCALING PLAN | |
| SHARE OUR STRENGTH | |||||||||
| 1030 15TH STREET NW STE 1100 | WASHINGTON | DC | 20005 | 521367538 | 501(C)(3) | $10,500,000 | $0 | TO SUPPORT SCALING PLAN | |
| POLICYLINK | |||||||||
| 1438 WEBSTER STREET | OAKLAND | CA | 94612 | 943297479 | 501(C)(3) | $10,200,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| THE COMMIT PARTNERSHIP | |||||||||
| 3800 MAPLE AVE 800 | DALLAS | TX | 75219 | 800790222 | 501(C)(3) | $10,100,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| UPSTREAM USA INC | |||||||||
| 1630 SAN PABLO AVENUE | OAKLAND | CA | 94612 | 352581424 | 501(C)(3) | $9,750,000 | $0 | TO SUPPORT SCALING PLAN | |
| NEW YORK UNIVERSITY | |||||||||
| 105 E 17 STREET 2ND FLOOR | NEW YORK | NY | 10003 | 135562308 | 501(C)(3) | $9,600,000 | $0 | TO SUPPORT SCALING PLAN | |
| PURPOSE BUILT COMMUNITIES FOUNDATION INC | |||||||||
| 1670 BENJAMIN WELDON BICKERS DR SE | ATLANTA | GA | 30315 | 454056587 | 501(C)(3) | $9,565,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| CODE FOR AMERICA | |||||||||
| 170 WEST TASMAN DRIVE | SAN JOSE | CA | 95134 | 271067272 | 501(C)(3) | $8,747,500 | $0 | TO SUPPORT SCALING PLAN | |
| HAZEL HEALTH INC | |||||||||
| 8300 ESTERS BLVD SUITE 900 | IRVING | TX | 75063 | 475250409 | $8,710,223 | $0 | TO SUPPORT SCALING PLAN | ||
| JOBS FOR THE FUTURE | |||||||||
| 88 BROAD STREET | BOSTON | MA | 02110 | 061164568 | 501(C)(3) | $8,225,000 | $0 | TO SUPPORT STRATEGIC PLANNING | |
| STRIVETOGETHER | |||||||||
| 125 EAST NINTH STREET SECOND FOOR | CINCINNATI | OH | 45202 | 813380647 | 501(C)(3) | $8,224,824 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| P16PLUS COUNCIL OF GREATER BEXAR COUNTY FOUNDATION INC | |||||||||
| 11103 WEST AVENUE STE 2101 | SAN ANTONIO | TX | 78213 | 800174484 | 501(C)(3) | $7,900,000 | $0 | TO SUPPORT SCALING PLAN | |
| DELIVERY ASSOCIATES | |||||||||
| 228 EAST 45TH STREET | NEW YORK | NY | 10017 | 821623560 | $7,818,500 | $0 | TO SUPPORT SCALING PLAN | ||
| PARTNERSHIP FOR EDUCATION ADVANCEMENT (EDUCATION FINANCE INSTITUTE) | |||||||||
| 601 LEXINGTON AVENUE 17TH FLOOR | NEW YORK | NY | 10022 | 831400142 | $7,700,000 | $0 | TO SUPPORT SCALING PLAN | ||
| YOUTH VILLAGES | |||||||||
| 3320 BROTHER BLVD | BARTLETT | TN | 38133 | 581716970 | 501(C)(3) | $7,100,000 | $0 | TO SUPPORT SCALING PLAN | |
| CODEPATH | |||||||||
| 353 KING ST APT 733 | SAN FRANCISCO | CA | 94158 | 815338932 | 501(C)(3) | $5,600,000 | $0 | TO SUPPORT SCALING PLAN | |
| THE BRIDGESPAN GROUP | |||||||||
| 535 BOYLSTON STREET | BOSTON | MA | 02116 | 311625487 | 501(C)(3) | $5,295,682 | $0 | TO PROVIDE GRANTEE TECHINCAL ASSISTANCE | |
| ALLIANCE FOR SAFETY AND JUSTICE | |||||||||
| 1700 BROADWAY SUITE 700 | OAKLAND | CA | 94612 | 853209787 | 501(C)(3) | $5,200,000 | $0 | TO SUPPORT SCALING PLAN | |
| NATIONAL DOMESTICE WORKERS ALLIANCE | |||||||||
| 45 BROADWAY SUITE 320 | NEW YORK | NY | 10006 | 352420942 | 501(C)(3) | $5,100,000 | $0 | TO SUPPORT SCALING PLAN | |
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | |||||||||
| 1033 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | 042103580 | 501(C)(3) | $5,100,000 | $0 | TO SUPPORT SCALING PLAN | |
| OPPORTUNITY AT WORK INC | |||||||||
| 1100 CONNECTICUT AVE NW SUITE 430 | WASHINGTON | DC | 20036 | 813214432 | 501(C)(3) | $5,001,709 | $0 | TO SUPPORT SCALING PLAN | |
| DAVE THOMAS FOUNDATION FOR ADOPTION | |||||||||
| 716 MT AIRYSHIRE BOULEVARD | COLUMBUS | OH | 43235 | 311356151 | 501(C)(3) | $4,986,250 | $0 | TO SUPPORT SCALING PLAN | |
| UNITED NEGRO COLLEGE FUND | |||||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | 131624241 | 501(C)(3) | $4,800,000 | $0 | TO SUPPORT SCALING PLAN | |
| CLEAN SLATE INITIATIVE INC | |||||||||
| 5728 MAJOR BLVD STE 705 | ORLANDO | FL | 32819 | 923898284 | 501(C)(3) | $4,700,000 | $0 | TO SUPPORT SCALING PLAN | |
| ROBERTS ENTERPRISE DEVELOPMENT FUND | |||||||||
| 785 MARKET STREET SUITE 1200 | SAN FRANCISCO | CA | 94103 | 542132153 | 501(C)(3) | $4,001,317 | $0 | TO SUPPORT STRATEGIC PLANNING | |
| FOUNDATION FOR LOUISIANA | |||||||||
| 2022 S BERNARD AVE STE 122B | NEW ORLEANS | LA | 70116 | 203399944 | 501(C)(3) | $4,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| SEEDING SUCCESS | |||||||||
| 240 MADISON AVE SUITE 850 | MEMPHIS | TN | 38103 | 452464843 | 501(C)(3) | $4,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| WOMEN'S FOUNDATION FOR A GREATER MEMPHIS | |||||||||
| ONE COMMERCE SQUARE 40 S MAIN ST | MEMPHIS | TN | 38103 | 582207247 | 501(C)(3) | $4,000,000 | $0 | TO SUPPORT SCALING PLAN | STE 2280 |
| FAST FORWARD | |||||||||
| 410 E SANTA CLARA ST UNIT 950 | SAN JOSE | CA | 95113 | 464626500 | 501(C)(3) | $3,777,240 | $0 | TO SUPPORT SCALING PLAN | |
| COMPASS WORKING CAPITAL INC | |||||||||
| 89 SOUTH STREET SUITE 804 | BOSTON | MA | 02111 | 203975100 | 501(C)(3) | $3,700,000 | $0 | TO SUPPORT STRATEGIC PLANNING | |
| RESULTS FOR AMERICA | |||||||||
| 1875 CONNECTICUT AVE NW 10TH FLOOR | WASHINGTON | DC | 20009 | 812709681 | 501(C)(3) | $3,700,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| CATALYST EDUCATION INC | |||||||||
| 721 HILLARY SE SUITE 2 | NEW ORLEANS | LA | 70118 | 822628337 | 501(C)(3) | $3,660,000 | $0 | TO SUPPORT EDUCATION INVESTMENTS | |
| VERA INSTITUTE OF JUSTICE INC | |||||||||
| 34 35TH STREET | BROOKLYN | NY | 11232 | 131941627 | 501(C)(3) | $3,650,000 | $0 | TO SUPPORT SCALING PLAN | |
| WTIA DBA APPRENTI | |||||||||
| 1721 EIGHTH AVE N | SEATTLE | WA | 98109 | 473951262 | 501(C)(3) | $3,506,541 | $0 | TO SUPPORT SCALING PLAN | |
| BRAVEN | |||||||||
| 300 WEST ADAMS ST SUITE 1000 | CHICAGO | IL | 60606 | 464340594 | 501(C)(3) | $3,402,307 | $0 | TO SUPPORT SCALING PLAN | |
| MCKINSEY & COMPANY INC | |||||||||
| 711 THIRD AVE 4TH FLOOR | NEW YORK | NY | 10017 | 133796161 | $3,400,000 | $0 | TO SUPPORT EDUCATION INVESTMENTS | ||
| THURGOOD MARSHALL COLLEGE FUND | |||||||||
| 901 F STREET NW SUITE 700 | WASHINGTON | DC | 20004 | 411750692 | 501(C)(3) | $3,300,000 | $0 | TO SUPPORT SCALING PLAN | |
| FREEWORLD | |||||||||
| 410 E SANTA CLARA ST UNIT 950 | SAN JOSE | CA | 95113 | 854029841 | 501(C)(3) | $3,253,608 | $0 | TO SUPPORT SCALING PLAN | |
| POWER TO DECIDE | |||||||||
| 1776 MASSACHUSETTS NW | WASHINGTON | DC | 20036 | 521974611 | 501(C)(3) | $3,202,219 | $0 | TO SUPPORT STRATEGIC PLANNING | |
| ANTI-RECIDIVISM COALITION | |||||||||
| 1320 E 7TH ST SUITE 260 | LOS ANGELES | CA | 90021 | 462140915 | 501(C)(3) | $3,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| CENTERING HEALTHCARE INSTITUTE INC | |||||||||
| 89 SOUTH STREET SUITE LL02 | BOSTON | MA | 02111 | 061622668 | 501(C)(3) | $3,000,000 | $0 | TO SUPPORT STRATEGIC PLANNING | |
| SAGA INNOVATIONS INC | |||||||||
| 10 LAUDHOLM ROAD | NEWTON | MA | 02458 | 472168942 | 501(C)(3) | $2,936,772 | $0 | TO SUPPORT SCALING PLAN | |
| NATIONAL INSTITUTE FOR CHILDREN'S HEALTH QUALITY INC | |||||||||
| 308 CONGRESS ST 5TH FLOOR | BOSTON | MA | 02210 | 010647374 | 501(C)(3) | $2,800,000 | $0 | TO SUPPORT STRATEGIC PLANNING | |
| RACE FORWARD | |||||||||
| 145 E 57TH STREET 4TH FLOOR | NEW YORK | NY | 10022 | 942759879 | 501(C)(3) | $2,700,000 | $0 | TO SUPPORT SCALING PLAN | |
| CHILD POVERTY ACTION LAB (CPAL) | |||||||||
| 1808 S GOOD LATIMER EXPY SUITE 102 | DALLAS | TX | 75226 | 473863079 | 501(C)(3) | $2,500,000 | $0 | TO SUPPORT SCALING PLAN | |
| DELAWARE STATE UNIVERSITY | |||||||||
| 1200 N DUPOND HWY | DOVER | DE | 19901 | 510305893 | 501(C)(3) | $2,500,000 | $0 | TO SUPPORT SCALING PLAN | |
| COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN | |||||||||
| 333 W FORT STREET SUITE 2010 | DETROIT | MI | 48226 | 382530980 | 501(C)(3) | $2,200,000 | $0 | TO SUPPORT SCALING PLAN | |
| W HAYWOOD BURNS INSTITUTE | |||||||||
| 475 14TH STREET SUITE 800 | OAKLAND | CA | 94612 | 810594086 | 501(C)(3) | $2,200,000 | $0 | TO SUPPORT SCALING PLAN | |
| POLICING EQUITY | |||||||||
| 1925 CENTURY PARK EAST 1700 | LOS ANGELES | CA | 90067 | 814945849 | 501(C)(3) | $2,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| COMMUNITIES IN SCHOOLS INC | |||||||||
| 2345 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | 581289174 | 501(C)(3) | $1,700,000 | $0 | TO SUPPORT EDUCATION INVESTMENTS | |
| A NEW WAY OF LIFE | |||||||||
| 9512 S CENTRAL AVE | LOS ANGELES | CA | 90002 | 954782503 | 501(C)(3) | $1,600,000 | $0 | TO SUPPORT SCALING PLAN | |
| PURPOSE DIGNITY ACTION | |||||||||
| 110 PREFONTAINE PLACE S SUITE 502 | SEATTLE | WA | 98104 | 910852323 | 501(C)(3) | $1,600,000 | $0 | TO SUPPORT SCALING PLAN | |
| NATIONAL EMPLOYMENT LAW PROJECT | |||||||||
| 90 BROAD STREET SUITE 1100 | NEW YORK | NY | 10004 | 132758558 | 501(C)(3) | $1,500,000 | $0 | TO SUPPORT STRATEGIC PLANNING | |
| UNITED WAY WORLDWIDE | |||||||||
| 701 N FAIRFAX STREET | ALEXANDRIA | VA | 22314 | 131635294 | 501(C)(3) | $1,250,000 | $0 | TO SUPPORT SCALING PLAN | |
| CHILDREN'S FUNDING PROJECT | |||||||||
| 1717 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | 843704279 | 501(C)(3) | $1,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| NEW VENTURE FUND | |||||||||
| 1201 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | 205806345 | 501(C)(3) | $1,000,000 | $0 | TO SUPPORT SCALING PLAN | |
| RESILIENCE FORCE | |||||||||
| PO BOX 52046 | NEW ORLEANS | LA | 70152 | 845151214 | 501(C)(3) | $752,410 | $0 | TO SUPPORT SCALING PLAN | |
| EDUCATION COMMISSION OF THE STATES | |||||||||
| 1536 WYNKOOP ST SUITE 42 | SUITE DENVER | CO | 80202 | 310722194 | 501(C)(3) | $750,000 | $0 | TO SUPPORT SCALING PLAN | |
| MISSION ECONOMIC DEVELOPMENT AGENCY | |||||||||
| 2301 MISSION ST SUITE 301 | SAN FRANCISCO | CA | 94110 | 510187791 | 501(C)(3) | $700,000 | $0 | TO SUPPORT SCALING PLAN | |
| NORTHSIDE ACHIEVEMENT ZONE | |||||||||
| 2123 WEST BROADWAY AVE 100 | MINNEAPOLIS | MN | 55411 | 300238807 | 501(C)(3) | $700,000 | $0 | TO SUPPORT SCALING PLAN | |
| URBAN INSTITUTE | |||||||||
| 500 LENFANT PLAZA SW | WASHINGTON | DC | 20024 | 520880375 | 501(C)(3) | $640,000 | $0 | TO SUPPORT SCALING PLAN | |
| TRAILS | |||||||||
| 535 WEST WILLIAM STREET | ANN ARBOR | MI | 48104 | 943213100 | 501(C)(3) | $600,000 | $0 | TO SUPPORT SCALING PLAN | |
| NDN COLLECTIVE | |||||||||
| 408 KNOLLWOOD DRIVE | RAPID CITY | SD | 57701 | 823776329 | 501(C)(3) | $500,000 | $0 | TO SUPPORT SCALING PLAN | |
| RECIDIVIZ | |||||||||
| 1322 WEBSTER STREET | OAKLAND | CA | 94612 | 852039256 | 501(C)(3) | $500,000 | $0 | TO SUPPORT SCALING PLAN | |
| LIFT ORLANDO | |||||||||
| 400 S ORANGE AVE STE 100 | ORLANDO | FL | 32801 | 463607865 | 501(C)(3) | $412,000 | $0 | TO SUPPORT SCALING PLAN | |
| CENTRAL FLORIDA FOUNDATION | |||||||||
| 800 NN MAGNOLIA AVE SUITE 1700 | ORLANDO | FL | 32803 | 593182886 | 501(C)(3) | $411,500 | $0 | TO SUPPORT SCALING PLAN | |
| REACH RIVERSIDE DEVELOPMENT CORPORATION | |||||||||
| 2300 BOWERS STREET | WILMINGTON | DE | 19802 | 821401986 | 501(C)(3) | $411,500 | $0 | TO SUPPORT SCALING PLAN | |
| SPRING IMPACT INC | |||||||||
| 5214F DIAMOND HEIGHTS BLVD 961 | SAN FRANCISCO | CA | 94131 | 471876230 | 501(C)(3) | $264,779 | $0 | TO SUPPORT SCALING PLAN | |
| OPPORTUNITY MODELING PARTNERS LLC | |||||||||
| 3827 N WAYNE AVE UNIT B | CHICAGO | IL | 60613 | 332869547 | $250,000 | $0 | TO SUPPORT SCALING PLAN | ||
| UNIVERSITY OF MARYLAND SYSTEM | |||||||||
| 2220 SAMUEL J LEFRAK HALL / 7251 | COLLEGE PARK | MD | 20752 | 526002033 | $250,000 | $0 | TO SUPPORT SCALING PLAN | PREINKERT DRIVE | |
| MDRC | |||||||||
| 200 VESEY STREET 23RD FLOOR | NEW YORK | NY | 10281 | 237279473 | $214,745 | $0 | TO SUPPORT EDUCATION INVESTMENTS | ||
| VENTURE LEADERSHIP COLLECTIVE | |||||||||
| 650 CASTRO STREET SUITE 120 266 | MOUNTAIN VIEW | CA | 94041 | 844170196 | $206,168 | $0 | TO SUPPORT SCALING PLAN | ||
| BELLXCEL | |||||||||
| ONE UNIVERSITY AVENUE | WESTWOOD | MA | 02090 | 043182053 | 501(C)(3) | $200,000 | $0 | TO SUPPORT EDUCATION INVESTMENTS | |
| OIC OF AMERICA | |||||||||
| 1415 N BROAD ST 224 | PHILADELPHIA | PA | 19122 | 237109952 | 501(C)(3) | $200,000 | $0 | TO SUPPORT SCALING PLAN | |
| ONEGOAL | |||||||||
| 180 N WABASH SUITE 800 | CHICAGO | IL | 60601 | 562369898 | 501(C)(3) | $200,000 | $0 | TO SUPPORT EDUCATION INVESTMENTS | |
| RUBICON PROGRAMS INCORPORATED | |||||||||
| 2500 BISSELL AVE | RICHMOND | CA | 94804 | 942301550 | 501(C)(3) | $200,000 | $0 | TO SUPPORT SCALING PLAN | |
| STRIVE INTERNATIONAL INC | |||||||||
| 205 EAST 122ND ST 3RD FLOOR | NEW YORK | NY | 10035 | 813380647 | 501(C)(3) | $200,000 | $0 | TO SUPPORT ECONOMIC MOBILITY | |
| YOUTH GUIDANCE | |||||||||
| 1 N LASALLE STREET SUITE 900 | CHICAGO | IL | 60602 | 362167032 | 501(C)(3) | $200,000 | $0 | TO SUPPORT SCALING PLAN | |
| LAZARUS FORWARD LLC | |||||||||
| 2903 WARINGTON ROAD | SHAKER HEIGHTS | OH | 44120 | 823650201 | $150,125 | $0 | TO PROVIDE GRANTEE TECHINCAL ASSISTANCE | ||
| EQUITY IN THE CENTER INC | |||||||||
| 700 12 TH STREETNW SUITE 700 | WASHINGTON | DC | 20005 | 850728401 | 501(C)(3) | $100,000 | $0 | TO SUPPORT SCALING PLAN | |
| JUSTLEADERSHIPUSA INC | |||||||||
| 1900 LEXINGTON AVENUE | NEW YORK | NY | 10035 | 901019268 | 501(C)(3) | $100,000 | $0 | TO SUPPORT SCALING PLAN | |
| ENGAGE RD | |||||||||
| 556 S FAIR OAKS AVE STE 101 603 | PASADENA | CA | 91105 | 820676544 | $95,709 | $0 | TO SUPPORT SCALING PLAN | ||
| STATE OF MARYLAND | |||||||||
| 100 COMMUNITY PLACE | CROWNSVILLE | MD | 21032 | 526002033 | 115 | $75,000 | $0 | TO PROVIDE GRANTEE TECHINCAL ASSISTANCE | |
| FREEDMAN CONSULTING LLC | |||||||||
| 1300 CONNECTCUT AVE NW SUITE 275 | WASHINGTON | DC | 20036 | 043762709 | $54,500 | $0 | TO PROVIDE GRANTEE TECHINCAL ASSISTANCE | ||
| INTEGRATED PURPOSE LLC | |||||||||
| 720 GREENWICH STREET | NEW YORK | NY | 10014 | 331531357 | $35,000 | $0 | TO PROVIDE GRANTEE TECHINCAL ASSISTANCE | ||
| THE CASEMADE INC | |||||||||
| 801 INTERNATIONAL PARKWAY | LAKE MARY | FL | 32746 | 832243474 | $15,000 | $0 | TO PROVIDE GRANTEE TECHINCAL ASSISTANCE | ||
| JMC CONSULTING FIRM | |||||||||
| 110 S HARTFORD AVE SUITE 2592 | TULSA | OK | 74120 | 880797275 | $11,500 | $0 | TO PROVIDE GRANTEE TECHINCAL ASSISTANCE | ||
| PRODIGY AND COMPANY LLC | |||||||||
| 6819 E 48TH PLACE | TULSA | OK | 74145 | 811484908 | $10,811 | $0 | TO PROVIDE GRANTEE TECHINCAL ASSISTANCE | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 84 | Total501c3OrgCnt |
| Total Other Org | 15 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NANCY ROOB | ||||||||||||||
| CEO | $900,013 | $0 | $312,600 | $0 | $229,252 | $0 | $65,140 | $0 | $42,310 | $0 | $1,549,315 | $0 | $0 | $0 |
| JAMES H SHELTON PRESIDENT | ||||||||||||||
| CHIEF INVESTMENT AND IMPACT OFFICER | $684,652 | $0 | $234,600 | $0 | $110,217 | $0 | $65,140 | $0 | $44,467 | $0 | $1,139,076 | $0 | $0 | $0 |
| KAY NEMOTO CHIEF FINANCIAL | ||||||||||||||
| BUSINESS OFFICER & TREASURER | $546,056 | $0 | $158,200 | $0 | $71,026 | $0 | $65,140 | $0 | $14,138 | $0 | $854,560 | $0 | $0 | $0 |
| TIA BREAKLEY | ||||||||||||||
| CHIEF STRAGETIC DEVELOPMENT OFFICER | $472,594 | $0 | $135,900 | $0 | $31,124 | $0 | $65,140 | $0 | $45,886 | $0 | $750,644 | $0 | $0 | $0 |
| KELLY L CAMPBELL | ||||||||||||||
| MAN. DIR. PORTFOLIO STRATEGY & MGMT | $439,561 | $0 | $125,300 | $0 | $70,382 | $0 | $42,140 | $0 | $8,835 | $0 | $686,218 | $0 | $0 | $0 |
| MICAH L CARR | ||||||||||||||
| CHIEF BRANDING OFFICER | $429,840 | $0 | $126,500 | $0 | $18,957 | $0 | $65,140 | $0 | $45,519 | $0 | $685,956 | $0 | $0 | $0 |
| ELIZABETH PAWLSON | ||||||||||||||
| MAN. DIR. PORTFOLIO STRATEGY & MGMT | $386,551 | $0 | $159,000 | $0 | $63,346 | $0 | $42,140 | $0 | $26,021 | $0 | $677,058 | $0 | $0 | $0 |
| ALLANA JACKSON MAN DIR | ||||||||||||||
| INVESTMENT AND IMPACT LEAD | $392,780 | $0 | $126,200 | $0 | $50,785 | $0 | $37,140 | $0 | $48,936 | $0 | $655,841 | $0 | $0 | $0 |
| DALE MCLEOD | ||||||||||||||
| CHIEF PEOPLE OFFICER | $390,362 | $0 | $115,000 | $0 | $51,062 | $0 | $42,140 | $0 | $35,363 | $0 | $633,927 | $0 | $0 | $0 |
| SPENCER KYMPTON | ||||||||||||||
| MAN. DIR. PORTFOLIO STRATEGY & MGMT | $388,956 | $0 | $113,400 | $0 | $52,643 | $0 | $42,140 | $0 | $35,634 | $0 | $632,773 | $0 | $0 | $0 |
| LISSETTE RODRIGUEZ | ||||||||||||||
| MAN. DIR. PORTFOLIO STRATEGY & MGMT | $393,049 | $0 | $107,900 | $0 | $39,287 | $0 | $42,140 | $0 | $48,475 | $0 | $630,851 | $0 | $0 | $0 |
| MALGORZATA LONG | ||||||||||||||
| MAN. DIR. PORTFOLIO STRATEGY & MGMT | $371,886 | $0 | $129,400 | $0 | $47,548 | $0 | $42,140 | $0 | $35,563 | $0 | $626,537 | $0 | $0 | $0 |
| CECILIA GUTIERREZ | ||||||||||||||
| MAN. DIR. PORTFOLIO STRATEGY & MGMT | $435,013 | $0 | $68,200 | $0 | $47,816 | $0 | $42,140 | $0 | $15,654 | $0 | $608,823 | $0 | $0 | $0 |
| ALBERT CHUNG CHIEF OF STAFF | ||||||||||||||
| & CORPORATE SECRETARY | $383,434 | $0 | $110,700 | $0 | $37,555 | $0 | $42,140 | $0 | $15,309 | $0 | $589,138 | $0 | $0 | $0 |
| TIFFANY GUEYE | ||||||||||||||
| FORMER SENIOR ADVISOR | $358,146 | $0 | $0 | $0 | $43,274 | $0 | $42,140 | $0 | $23,057 | $0 | $466,617 | $0 | $0 | $0 |
| MINDY S TARLOW FORMER | ||||||||||||||
| MAN. DIR. PORTFOLIO STRATEGY & MGMT | $0 | $0 | $0 | $0 | $411,447 | $0 | $0 | $0 | $0 | $0 | $411,447 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | MINDY TARLOW (MANAGINNG DIRECTOR OF PORTFOLIO STRATEGY & MANAGEMENT) LEFT BLUE MERIDIAN PARTNERS ON 12/31/23 AND RECEIVED A SEVERANCE PAYMENT OF $399,000, WHICH IS REPORTED IN PART II, COLUMN B(III). |
| 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE COMPLETED FORM 990 IS REVIEWED WITH THE ORGANIZATION'S INDEPENDENT TAX PREPARER. 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 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 (CANDID). IN ADDITION, COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND PUBLIC DISCLOSURE COPY OF THE 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 XI, LINE 9: | WRITE OFF OF UNCOLLECTIBLE PARTNER CONTRIBUTION RECEIVABLE -27,070,956. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT COMMITTEE IS COMPRISED OF SELECT BOARD MEMBERS FROM THE ORGANIZATION. |
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