2024-08-15T08:56:17-05:00 2023-09-30 420714325 RSM US LLP 4 TIMES SQUARE NEW YORK NY 10036 990 2022-10-01 815086187 BLUE MERIDIAN PARTNERS INC BLUE 2125519100 477 MADISON AVE 6TH FL NEW YORK NY 10022 KAY NEMOTO CFBO 2125519100 2024-08-13 1 0 LYNNE JOHNSON P00757336 2123721000 2022 2024-08-08 14:25:15Z KAY NEMOTO 477 MADISON AVE 6TH FL NEW YORK NY 10022 9688330109 0 X WWW.BLUEMERIDIAN.ORG X 2017 DE BLUE MERIDIAN PARTNERS FINDS AND FUNDS SCALABLE SOLUTIONS TO PROBLEMS THAT TRAP AMERICA'S YOUTH AND FAMILIES IN POVERTY AND LIMIT ECONOMIC MOBILITY. 10 8 86 8 2613149 929984 1180711203 321200527 0 534000 31813953 31587782 0 0 1212525156 353322309 374225757 439531746 0 0 23551634 26812871 0 0 2522555 14947796 15315092 412725187 481659709 799799969 -128337400 2400151638 2261435517 3501130 6734147 2396650508 2254701370 BLUE MERIDIAN PARTNERS (BMP) FINDS AND FUNDS SCALABLE SOLUTIONS TO PROBLEMS THAT TRAP AMERICA'S YOUTH AND FAMILIES IN POVERTY AND LIMIT ECONOMIC MOBILITY. 0 0 473901608 439531746 534000 BLUE MERIDIAN PARTNERS FINDS AND FUNDS SCALABLE SOLUTIONS TO THE PROBLEMS THAT LIMIT ECONOMIC MOBILITY AND TRAP AMERICA'S AND YOUNG PEOPLE AND FAMILIES IN POVERTY. BLUE MERIDIAN POOLS PHILANTHROPIC CAPITAL TO MAKE FLEXIBLE, LONG-TERM INVESTMENTS AND PROVIDE SUSTAINED STRATEGIC PLANNING AND OPERATIONAL SUPPORT TO HELP SOCIAL SECTOR LEADERS EXPAND THE REACH, IMPACT, AND INFLUENCE OF THEIR SOLUTIONS. 473901608 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 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 30 0 1 86 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 10 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X NANCY ROOB 2125519100 477 MADISON AVENUE 6TH FLOOR NEW YORK NY 10022 X NANCY ROOB PRESIDENT AND CEO 45.00 X X 1135212 0 101712 GEOFFREY CANADA SEE SCH O DIRECTOR 5.00 X 60000 0 0 CONNIE BALLMER DIRECTOR 2.00 X 0 0 0 JAMES M CLARK DIRECTOR 2.00 X 0 0 0 W DON CORNWELL DIRECTOR 2.00 X 0 0 0 STEVEN A DENNING DIRECTOR (THRU 10/17/2022) 2.00 X 0 0 0 KEVIN W KENNEDY DIRECTOR 2.00 X 0 0 0 GEORGE PAVLOV DIRECTOR 2.00 X 0 0 0 STACY SCHUSTERMAN DIRECTOR 2.00 X 0 0 0 RANDI TEPPER DIRECTOR 2.00 X 0 0 0 STANLEY DRUCKMILLER BOARD CHAIR 4.00 X X 0 0 0 JAMES H SHELTON CHIEF INVESTMENT AND IMPACT OFFICER 50.00 X 779035 0 101595 RALPH STEFANO TREASURER SECRETARY, CFO (UNTIL 10/17/22) 45.00 X 611913 0 77176 KAY NEMOTO CHIEF FINANCIAL & BUSINESS OFFICER (FROM 10/17/22) 50.00 X 251113 0 21 KELLY L CAMPBELL MAN. DIR., PORTFOLIO STRATEGY & MGMT 50.00 X 560295 0 74579 TIFFANY GUEYE SENIOR ADVISOR 45.00 X 374733 0 58240 MINDY S TARLOW MAN. DIR., PORTFOLIO STRATEGY & MGMT 50.00 X 524882 0 64504 MICAH L CARR CHIEF BRANDING OFFICER 50.00 X 477600 0 82796 TIA BREAKLEY CHIEF STRAT DEVELOP. OFF./CHIEF GOVERN. OFF. 50.00 X 596683 0 101677 CAROL PLEDGER INTERIM CHIEF ADMIN. OFFICER (UNTIL 6/30/23) 45.00 X 609389 0 69354 LISSETTE RODRIGUEZ MAN. DIR., PORTFOLIO STRATEGY & MGMT 40.00 X 544349 0 81124 ELIZABETH PAWLSON MAN. DIR., PORTFOLIO STRATEGY & MGMT 50.00 X 494665 0 61327 CECILIA GUTIERREZ MAN. DIR., PORTFOLIO STRATEGY & MGMT. 50.00 X 515870 0 50163 SPENCER KYMPTON MANAGING DIRECTOR, PORTFOLIO 50.00 X 486860 0 79198 8022599 0 1003466 60 0 1 0 THE BRIDGESPAN GROUP 2 COPLEY PLACE 7TH FLOOR SUITE 37 BOSTON MA 02116 PROGRAM AND GRANTEE CONSULTING 3342304 ERNST & YOUNG US LLP PO BOX 640382 PITTSBURGH PA 152640382 STRATEGY DEVELOPMENT CONSULTING 1158273 PATTERSON BELKNAP WEBB & TYLER LLP 1133 AVENUE OF THE AMERICAS NEW YORK NY 10036 LEGAL CONSULTING 898145 BRUNSWICK GROUP LLC 1114 6TH AVENUE 24TH FLOOR NEW YORK NY 10036 BRANDING AND COMMUNICATIONS CONSULTING 560000 G H SMART & COMPANY LLC 24505 NETWORK PLACE CHICAGO IL 606731245 LEADERSHIP ADVISORY CONSULTING 500000 13 321200527 321200527 ADVISORY INCOME 900099 534000 534000 534000 21910837 2613149 19297688 9344684745 9335007800 9676945 9676945 9676945 353322309 534000 2613149 28974633 439531746 439531746 5736266 4589685 702938 443643 15266375 12334204 1756200 1175971 1787750 1440566 209322 137862 2886596 2326014 337983 222599 1135884 915294 132997 87593 801248 641092 98187 61969 212125 169725 25994 16406 1375353 1375353 8765211 8408560 218653 137998 93691 74963 11482 7246 700399 560401 85829 54169 752170 601824 92173 58173 1486585 1403650 50845 32090 842150 674904 102535 64711 FEDERAL EXCISE TAX 175000 140020 21445 13535 TAXES 96484 77199 11823 7462 POSTAGE EXPENSES 11245 9012 1369 864 OTHER EXPENSES 3431 2749 418 264 481659709 473901608 5235546 2522555 71797902 65420699 1505893263 1347538603 452215 3694664 1144322 993462 592254264 646063494 228609672 197724595 2400151638 2261435517 1901130 3644749 1600000 2499999 0 589399 3501130 6734147 X 95024656 113696294 2301625852 2141005076 2396650508 2254701370 2400151638 2261435517 -128337400 -13611738 0 X X 0 1 X 1 0 X 639339069 899547056 174061621 1180711203 321200527 3214859476 639339069 899547056 174061621 1180711203 321200527 3214859476 1551411433 1663448043 1722581 1069097 508204 12580398 19297688 35177968 1283281 2490917 3774198 3253811642 534000 0.51120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 PRIVATE EQUITY FUNDS 193512242 F CREDIT/EVENT DRIVEN 3654210 F OTHER 558143 F 197724595 PAYABLE FOR SECURITIES PURCHASED 589399 589399 X 338335218 -13611738 -13611738 351946956 1375353 1375353 353322309 480284356 0 480284356 1375353 1375353 481659709 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. 1 A NEW WAY OF LIFE REENTRY PROJECT 9512 S CENTRAL AVENUE LOS ANGELES CA 90002 954782503 501(C)(3) 2925000 0 TO SUPPORT SCALING PLAN ANTI-RECIDIVISM COALITION 1320 EAST 7TH STREET SUITE 260 LOS ANGELES CA 90021 462140915 501(C)(3) 5200000 0 TO SUPPORT SCALING PLAN BALTIMOREANS UNITED IN LEADERSHIP DEVELOPMENT INC 2439 MARYLAND AVENUE BALTIMORE MD 21218 521120778 501(C)(3) 1000000 0 TO SUPPORT SCALING PLAN BELLXCEL ONE UNIVERSITY AVENUE SUITE 201A WESTWOOD MA 02090 043182053 501(C)(3) 2000000 0 TO SUPPORT EDUCATION INVESTMENTS BENEFITS DATA TRUST 1500 MARKET STREET SUITE 2800 PHILADELPHIA PA 19102 203455598 501(C)(3) 1500000 0 TO SUPPORT SCALING PLAN BEYOND 12 EDUCATION INC 1625 CLAY STREET SUITE 100 OAKLAND CA 94612 271275246 501(C)(3) 1000000 0 TO SUPPORT SCALING PLAN CATALYST EDUCATION INC 721 HILLARY STREET SUITE 2 NEW ORLEANS LA 70118 822628337 501(C)(3) 275000 0 TO SUPPORT EDUCATION INVESTMENTS CENTER FOR EMPLOYMENT OPPORTUNITIES INC 50 BROADWAY SUITE 1604 NEW YORK NY 10004 133843322 501(C)(3) 10000000 0 TO SUPPORT SCALING PLAN CENTERING HEALTHCARE INSTITUTE INC 89 SOUTH STREET SUITE LL02 BOSTON MA 02111 061622668 501(C)(3) 500000 0 TO SUPPORT STRATEGIC PLANNING CENTRAL FLORIDA FOUNDATION INC 800 NORTH MAGNOLIA AVENUE SUITE 1700 ORLANDO FL 32803 593182886 501(C)(3) 2400000 0 TO SUPPORT ECONOMIC MOBILITY CHIEFS FOR CHANGE INC 1455 PENNSYLVANIA AVENUE NW SUITE 400-3 WASHINGTON DC 200040000 472373903 501(C)(3) 14600000 0 TO SUPPORT EDUCATION INVESTMENTS CODE FOR AMERICA LABS INC 972 MISSION STREET FLOOR 5 SAN FRANCISCO CA 94103 271067272 501(C)(3) 4400000 0 TO SUPPORT SCALING PLAN CODEPATHORG 353 KING STREET APT 733 SAN FRANCISCO CA 941581683 815338932 501(C)(3) 1500000 0 TO SUPPORT SCALING PLAN COLLECTIVE GRANT WRITING & CONSULTING LLC 740 FOREST PATH STONE MOUNTAIN GA 30088 853693879 23000 0 TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES COMMON FUTURE 2323 BROADWAY OAKLAND CA 94612 201544255 501(C)(3) 300000 0 TO SUPPORT ECONOMIC MOBILITY COMMONSENSE CHILDBIRTH INC 213 SOUTH DILLARD STREET SUITE 340 WINTER GARDEN FL 34787 593479821 501(C)(3) 500000 0 TO SUPPORT STRATEGIC PLANNING COMMUNITIES IN SCHOOLS INC 2345 CRYSTAL DRIVE SUITE 700 ARLINGTON VA 22202 581289174 501(C)(3) 4000000 0 TO SUPPORT EDUCATION INVESTMENTS COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN 333 WEST FORT STREET SUITE 2010 DETROIT MI 482263134 382530980 501(C)(3) 3000000 0 TO SUPPORT SCALING PLAN COMMUNITY FOUNDATION OF GREATER MEMPHIS INC 1900 UNION AVENUE MEMPHIS TN 38104 581723645 501(C)(3) 208362 0 TO SUPPORT STRATEGIC PLANNING COMPASS WORKING CAPITAL INC 89 SOUTH STREET SUITE 804 BOSTON MA 02111 203975100 501(C)(3) 4300000 0 TO SUPPORT STRATEGIC PLANNING COUNCIL OF CHIEF STATE SCHOOL OFFICERS 1 MASSACHUSETTS AVENUE NW SUITE 700 WASHINGTON DC 200011406 530198090 501(C)(3) 2000000 0 TO SUPPORT EDUCATION INVESTMENTS DAVE THOMAS FOUNDATION FOR ADOPTION 4900 TUTTLE CROSSING BOULEVARD DUBLIN OH 43016 311356151 501(C)(3) 8651500 0 TO SUPPORT SCALING PLAN DUKE ENDOWMENT 800 EAST MOREHEAD STREET CHARLOTTE NC 28202 560529965 501(C)(3) 34077800 0 TO SUPPORT SCALING PLAN EQUAL OPPORTUNITY SCHOOLS 5601 SIXTH AVENUE SOUTH SUITE 258 SEATTLE WA 98108 371609659 501(C)(3) 2000000 0 TO SUPPORT SCALING PLAN FOUNDATION AT FRESNO COUNTY OFFICE OF EDUCATION 1111 VAN NESS AVENUE 3RD FLOOR FRESNO CA 93721 800381096 501(C)(3) 2000000 0 TO SUPPORT ECONOMIC MOBILITY FOUNDATION FOR LOUISIANA 4354 S SHERWOOD FOREST BLVD SUITE 100 BATON ROUGE LA 70816 203399944 501(C)(3) 550000 0 TO SUPPORT SCALING PLAN GLOBAL IMPACT 1199 N FAIRFAX STREET SUITE 300 ALEXANDRIA VA 22314 521273585 501(C)(3) 1000000 0 TO SUPPORT SCALING PLAN GRAMEEN AMERICA 150 WEST 30TH STREET 8TH FLOOR NEW YORK NY 100014151 208497991 501(C)(3) 2000000 0 TO SUPPORT SCALING PLAN HARLEM CHILDREN'S ZONE INC 35 EAST 125TH STREET NEW YORK NY 10035 237112974 501(C)(3) 4250000 0 TO SUPPORT ECONOMIC MOBILITY HARVARD KENNEDY SCHOOL 79 JOHN F KENNEDY STREET CAMBRIDGE MA 02138 042103580 501(C)(3) 2200000 0 TO SUPPORT EDUCATION INVESTMENTS INNOVATION LOFT 151 WEST 30TH STREET 2ND FLOOR NEW YORK NY 10001 464104166 499840 0 TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES JOBS FOR THE FUTURE INC 88 BROAD STREET BOSTON MA 02110 061164568 501(C)(3) 3500000 0 TO SUPPORT STRATEGIC PLANNING JOIN FREEWORLD INC 410 E SANTA CLARA STREET UNIT 950 SAN JOSE CA 951131913 854029841 501(C)(3) 5200000 0 TO SUPPORT SCALING PLAN KEY IDEAS INCORPORATED 1002 FLORES STREET SAN ANTONIO TX 78212 223862726 21500 0 TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES KG IMPACT ADVISORS LLC 414 ANDOVER STREET SAN FRANCISCO CA 94110 834326289 226125 0 TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES LAZARUS FORWARD LLC 2903 WARINGTON ROAD SHAKER HEIGHTS OH 44120 823650201 40350 0 TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES LEARN TO EARN DAYTON 200 SOUTH KEOWEE STREET DAYTON OH 45402 810823777 501(C)(3) 2077800 0 TO SUPPORT ECONOMIC MOBILITY LIFT ORLANDO 2043 JACOBS PLACE ORLANDO FL 32805 463607865 501(C)(3) 2000000 0 TO SUPPORT ECONOMIC MOBILITY LOUISVILLE URBAN LEAGUE 1535 WEST BROADWAY LOUISVILLE KY 40203 610444771 501(C)(3) 2000000 0 TO SUPPORT ECONOMIC MOBILITY MANAGEMENT LEADERSHIP FOR TOMORROW 7201 WISCONSIN AVENUE SUITE 400 BETHESDA MD 208144848 521795164 501(C)(3) 1200000 0 TO SUPPORT SCALING PLAN MARCUS A FOSTER EDUCATIONAL INSTITUTE 2000 FRANKLIN STREET OAKLAND CA 94612 237357906 501(C)(3) 77800 0 TO SUPPORT ECONOMIC MOBILITY MCKINSEY & COMPANY INC 140 FOUNTAIN PARKWAY NORTH SUITE 800 ST PETERSBURG FL 33716 133796161 1918000 0 TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES MDRC 200 VESEY STREET 23RD FLOOR NEW YORK NY 10281 237279473 501(C)(3) 2000000 0 TO SUPPORT EDUCATION INVESTMENTS MISSION ECONOMIC DEVELOPMENT AGENCY 2301 MISSION STREET SUITE 301 SAN FRANCISCO CA 94110 510187791 501(C)(3) 3500000 0 TO SUPPORT ECONOMIC MOBILITY NATIONAL DOMESTICE WORKERS ALLIANCE INC 45 BROADWAY SUITE 320 NEW YORK NY 10006 352420942 501(C)(3) 2500000 0 TO SUPPORT SCALING PLAN NATIONAL EMPLOYMENT LAW PROJECT 90 BROAD STREET SUITE 1100 NEW YORK NY 10004 132758558 501(C)(3) 3200000 0 TO SUPPORT STRATEGIC PLANNING NATIONAL INSTITUTE FOR CHILDREN'S HEALTH QUALITY INC 308 CONGRESS STREET 5TH FLOOR BOSTON MA 02210 010647374 501(C)(3) 500000 0 TO SUPPORT STRATEGIC PLANNING NDN COLLECTIVE INC 408 KNOLLWOOD DRIVE RAPID CITY SD 57701 823776329 501(C)(3) 6000000 0 TO SUPPORT SCALING PLAN NEO PHILANTHROPY INC 1001 AVENUE OF THE AMERICAS 12TH FLOOR NEW YORK NY 10018 133191113 501(C)(3) 1400000 0 TO SUPPORT STRATEGIC PLANNING NEW VENTURE FUND 734 15TH STREET NW SUITE 600 WASHINGTON DC 200051029 205806345 501(C)(3) 7000000 0 TO SUPPORT SCALING PLAN NORTHSIDE ACHIEVEMENT ZONE 2123 WEST BROADWAY AVENUE 100 MINNEAPOLIS MN 55411 300238807 501(C)(3) 2400000 0 TO SUPPORT ECONOMIC MOBILITY NURSE-FAMILY PARTNERSHIP 1900 GRANT STREET SUITE 400 DENVER CO 80203 200234163 501(C)(3) 11750000 0 TO SUPPORT SCALING PLAN OAKLAND PROMISE 300 FRANK H OGAWA PLAZA UNIT 430 OAKLAND CA 94612 542103707 501(C)(3) 125000 0 TO SUPPORT ECONOMIC MOBILITY OLNEYVILLE HOUSING CORPORATION 66 CHAFFEE STREET PROVIDENCE RI 02909 223010422 501(C)(3) 2000000 0 TO SUPPORT SCALING PLAN ONEGOAL 180 N WABASH SUITE 800 CHICAGO IL 60601 562369898 501(C)(3) 4000000 0 TO SUPPORT EDUCATION INVESTMENTS OPPORTUNITIES INDUSTRIALIZATION CENTERS OF AMERICA INC 1415 NORTH BROAD STREET 224 PHILADELPHIA PA 19122 237109952 501(C)(3) 5200000 0 TO SUPPORT SCALING PLAN P16PLUS COUNCIL OF GREATER BEXAR COUNTY FOUNDATION INC 454 SOLEDAD STREET SUITE 101 SAN ANTONIO TX 78205 800174484 501(C)(3) 6600000 0 TO SUPPORT ECONOMIC MOBILITY PARTNERS FOR RURAL IMPACT INC 439 WALNUT MEADOW ROAD BEREA KY 40403 872937264 501(C)(3) 7000000 0 TO SUPPORT ECONOMIC MOBILITY PARTNERSHIP FOR EDUCATION ADVANCEMENT INC 601 LEXINGTON AVENUE 17TH FLOOR NEW YORK NY 10022 831400442 501(C)(3) 7000000 0 TO SUPPORT SCALING PLAN PEOPLE'S TELEVISION INC 220 WEST 30TH STREET 2ND FLOOR NEW YORK NY 10001 272156071 44000 0 TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES PER SCHOLAS 804 EAST 138TH STREET BRONX NY 104541932 043252955 501(C)(3) 1100000 0 TO SUPPORT SCALING PLAN PHILANTHROPIC VENTURES FOUNDATION 1222 PRESERVATION PARK WAY OAKLAND CA 94612 943136771 501(C)(3) 1000000 0 TO SUPPORT SCALING PLAN POLICING EQUITY 1925 CENTURY PARK EAST 1700 LOS ANGELES CA 90067 814945849 501(C)(3) 3500000 0 TO SUPPORT SCALING PLAN POLICYLINK 1438 WEBSTER STREET SUITE 303 OAKLAND CA 94612 943297479 501(C)(3) 14349742 0 TO SUPPORT ECONOMIC MOBILITY POWER TO DECIDE 1015 15TH STREET NW SUITE 1225 WASHINGTON DC 20005 521974611 501(C)(3) 500000 0 TO SUPPORT STRATEGIC PLANNING PRISON ENTREPRENEURSHIP PROGRAM PO BOX 2767 HOUSTON TX 772522767 201384253 501(C)(3) 500000 0 TO SUPPORT SCALING PLAN PUBLIC DEFENDER ASSOCIATION 110 PREFONTAINE PLACE SOUTH SUITE 502 SEATTLE WA 98104 910852323 501(C)(3) 1000000 0 TO SUPPORT SCALING PLAN PURPOSE BUILT COMMUNITIES FOUNDATION INC 1670 BENJAMIN WELDON BICKERS DRIVE SE ATLANTA GA 30315 454056587 501(C)(3) 1272000 0 TO SUPPORT ECONOMIC MOBILITY RACE FORWARD 145 EAST 57TH STREET 4TH FLOOR NEW YORK NY 10022 942759879 501(C)(3) 4000000 0 TO SUPPORT ECONOMIC MOBILITY REACH RIVERSIDE DEVELOPMENT CORPORATION 2300 BOWERS STREET WILMINGTON DE 19802 821401986 501(C)(3) 2000000 0 TO SUPPORT ECONOMIC MOBILITY REFORM ALLIANCE 1675 BROADWAY 21ST FLOOR NEW YORK NY 10019 472573670 501(C)(3) 500000 0 TO SUPPORT SCALING PLAN RESULTS FOR AMERICA 1875 CONNECTICUT AVENUE NW 11TH FLOOR UNIT 11-116 WASHINGTON DC 20009 812709681 501(C)(3) 9500000 0 TO SUPPORT ECONOMIC MOBILITY ROBERTS ENTERPRISE DEVELOPMENT FUND 785 MARKET STREET SUITE 1200 SAN FRANCISCO CA 94103 542132153 501(C)(3) 2500000 0 TO SUPPORT STRATEGIC PLANNING RUBICON PROGRAMS INCORPORATED 2500 BISSELL AVENUE RICHMOND CA 94804 942301550 501(C)(3) 1000000 0 TO SUPPORT SCALING PLAN SAGA INNOVATIONS INC 13 HICKORY HILL LANE FRAMINGHAM MA 01702 472168942 501(C)(3) 3000000 0 TO SUPPORT SCALING PLAN SAN ANTONIO AREA FOUNDATION 303 PEARL PARKWAY SAN ANTONIO TX 78215 746065414 501(C)(3) 77800 0 TO SUPPORT ECONOMIC MOBILITY SEEDING SUCCESS 240 MADISON AVENUE SUITE 850 MEMPHIS TN 38103 452464843 501(C)(3) 641500 0 TO SUPPORT ECONOMIC MOBILITY SPARTANBURG ACADEMIC MOVEMENT 349 EAST MAIN STREET 101 SPARTANBURG SC 29302 452104341 501(C)(3) 210000 0 TO SUPPORT ECONOMIC MOBILITY SPARTANBURG COUNTY FOUNDATION 424 E KENNEDY STREET SPARTANBURG SC 29302 570351398 501(C)(3) 29500000 0 TO SUPPORT STRATEGIC PLANNING STRIVETOGETHER INC 125 EAST NINTH STREET SECOND FLOOR CINCINNATI OH 45202 813380647 501(C)(3) 13268135 0 TO SUPPORT ECONOMIC MOBILITY THE BAIL PROJECT PO BOX 750 VENICE CA 90294 814985512 501(C)(3) 6000000 0 TO SUPPORT SCALING PLAN THE BRIDGESPAN GROUP 333 7TH AVENUE 11TH FLOOR NEW YORK NY 10001 311625487 501(C)(3) 2238592 0 TO SUPPORT SCALING PLAN THE CHILDREN'S AID SOCIETY 117 WEST 124TH STREET 3RD FLOOR NEW YORK NY 10027 135562191 501(C)(3) 77800 0 TO SUPPORT ECONOMIC MOBILITY THE COMMIT PARTNERSHIP 3800 MAPLE AVENUE 800 DALLAS TX 75219 800790222 501(C)(3) 10000000 0 TO SUPPORT ECONOMIC MOBILITY THE COMMUNITY FOUNDATION FOR GREATER ATLANTA 191 PEACHTREE STREET NE SUITE 100 ATLANTA GA 30303 581344646 501(C)(3) 77800 0 TO SUPPORT ECONOMIC MOBILITY THURGOOD MARSHALL COLLEGE FUND 901 F STREET NW SUITE 700 WASHINGTON DC 20004 411750692 501(C)(3) 11010000 0 TO SUPPORT SCALING PLAN TIDES CENTERGEO 1012 TORNEY AVENUE SAN FRANCISCO CA 94129 943213100 501(C)(3) 14500000 0 TO SUPPORT EDUCATION INVESTMENTS TULSA COMMUNITY FOUNDATION 7030 SOUTH YALE AVENUE SUITE 600 TULSA OK 74136 731554474 501(C)(3) 22000000 0 TO SUPPORT SCALING PLAN UNITED NEGRO COLLEGE FUND INC 1805 7TH STREET NW WASHINGTON DC 20001 131624241 501(C)(3) 2000000 0 TO SUPPORT SCALING PLAN UNITED WAY OF GREATER ATLANTA 40 COURTLAND STREET NE 300 ATLANTA GA 30303 580566194 501(C)(3) 77800 0 TO SUPPORT ECONOMIC MOBILITY UPSTREAM USA 426 17TH STREET SUITE 200 OAKLAND CA 94612 352581424 501(C)(3) 29700000 0 TO SUPPORT SCALING PLAN UNITED WAY OF SALT LAKE 257 E 200 STREET SUITE 300 SALT LAKE CITY UT 841112078 870227091 501(C)(3) 2000000 0 TO SUPPORT ECONOMIC MOBILITY VISION TO LEARN 12100 WILSHIRE BOULEVARD SUITE 1275 LOS ANGELES CA 90025 453457853 501(C)(3) 776000 0 TO SUPPORT SCALING PLAN WESTED 730 HARRISON STREET SAN FRANCISCO CA 94107 943233542 115(1) 99000 0 TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES WRITE ON FUNDRAISING LLC 36 EAST CAMERON STREET TULSA OK 74103 833703981 9750 0 TECHNICAL ASSISTANCE GRANT TO PROVIDE SERVICES TO BMP GRANTEES YEAR UP 45 MILK STREET 9TH FLOOR BOSTON MA 02109 043534407 501(C)(3) 6700000 0 TO SUPPORT SCALING PLAN YOUTH GUIDANCE 1 NORTH LASALLE NO 900 CHICAGO IL 60602 362167032 501(C)(3) 2000000 0 TO SUPPORT SCALING PLAN YOUTH VILLAGES 3320 BROTHER BOULEVARD BARLETT TN 38133 581716970 501(C)(3) 18000000 0 TO SUPPORT SCALING PLAN ZEARN INC 261 W 35TH STREET 15TH FLOOR NEW YORK NY 100011902 371665745 501(C)(3) 1500000 0 TO SUPPORT SCALING PLAN ZERO TO THREE 2445 M STREET NW SUITE 600 WASHINGTON DC 20037 521105189 501(C)(3) 12000000 0 TO SUPPORT SCALING PLAN 99 9 PART I, LINE 2: BLUE MERIDIAN'S SUPPORT FOR ("INVESTEES") EXTENDS BEYOND THE FINANCIAL. WE PAIR EACH INVESTEE WITH A MANAGING DIRECTOR: AN EXPERIENCED LEADER WHO PROVIDES STRATEGIC COUNSEL TO ITS CEO AND BOARD OF DIRECTORS. IN ADDITION, WE MONITOR OUR INVESTEES' PERFORMANCE THROUGH MUTUALLY DETERMINED MILESTONES, FINANCIAL REPORTS, AND PROGRESS REPORTS DUE THROUGHOUT THE GRANT TERM. IN ADDITION, WE ALSO MAKE QUARTERLY REPORTS TO OUR FUNDERS. X X X X 0 0 0 0 0 0 0 1 0 NANCY ROOB PRESIDENT AND CEO 786080 0 195000 0 154132 0 57871 0 43841 0 1236924 0 0 0 JAMES H SHELTON CHIEF INVESTMENT AND IMPACT OFFICER 565713 0 141800 0 71522 0 57871 0 43724 0 880630 0 0 0 TIA BREAKLEY CHIEF STRAT DEVELOP. OFF./CHIEF GOVERN. OFF. 448670 0 112500 0 35513 0 57871 0 43806 0 698360 0 0 0 RALPH STEFANO TREASURER SECRETARY, CFO (UNTIL 10/17/22) 394306 0 150500 0 67107 0 37371 0 39805 0 689089 0 0 0 CAROL PLEDGER INTERIM CHIEF ADMIN. OFFICER (UNTIL 6/30/23) 404905 0 140700 0 63784 0 37371 0 31983 0 678743 0 0 0 KELLY L CAMPBELL MAN. DIR., PORTFOLIO STRATEGY & MGMT 421531 0 103800 0 34964 0 57871 0 16708 0 634874 0 0 0 LISSETTE RODRIGUEZ MAN. DIR., PORTFOLIO STRATEGY & MGMT 378899 0 94800 0 70650 0 37371 0 43753 0 625473 0 0 0 MINDY S TARLOW MAN. DIR., PORTFOLIO STRATEGY & MGMT 381200 0 95000 0 48682 0 37371 0 27133 0 589386 0 0 0 SPENCER KYMPTON MANAGING DIRECTOR, PORTFOLIO 342682 0 103200 0 40978 0 37371 0 41827 0 566058 0 0 0 CECILIA GUTIERREZ MAN. DIR., PORTFOLIO STRATEGY & MGMT 350812 0 120400 0 44658 0 37371 0 12792 0 566033 0 0 0 MICAH L CARR CHIEF BRANDING OFFICER 324097 0 115500 0 38003 0 37371 0 45425 0 560396 0 0 0 ELIZABETH PAWLSON MAN. DIR., PORTFOLIO STRATEGY & MGMT 350865 0 103200 0 40600 0 37371 0 23956 0 555992 0 0 0 TIFFANY GUEYE SENIOR ADVISOR 359290 0 0 0 15443 0 37371 0 20869 0 432973 0 0 0 KAY NEMOTO CHIEF FINANCIAL & BUSINESS OFFICER (FROM 10/17/22) 250564 0 0 0 549 0 0 0 21 0 251134 0 0 0 PART I, LINE 7 THE BONUSES SHOWN IN PART II, COLUMN B(II) ARE PAID UNDER THE DISCRETION OF THE BOARD AND MANAGEMENT. THESE INCENTIVE PAYMENTS ARE BASED ON PERFORMANCE OF BOTH THE INDIVIDUAL AND THE ORGANIZATION AS PART OF AN ANNUAL MERIT REVIEW PROCESS. THE BOARD RATES THE OVERALL ORGANIZATION PERFORMANCE AND WHETHER OR NOT THE OVERALL ORGANIZATION HAS MET OR EXCEEDED ITS TARGETS. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS REVIEWED WITH THE ORGANIZATION'S LEGAL COUNSEL. ONCE FINALIZED, THE FORM IS THEN REVIEWED WITH BOARD MEMBERS RESPONSIBLE FOR LEADING ON AUDIT AND TAX MATTERS. ONCE APPROVED, IT IS DISTRIBUTED TO THE FULL BOARD FOR REVIEW AND APPROVAL. THE FORM 990 IS THEN FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BLUE MERIDIAN'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED AND REVIEWED EACH YEAR BY ALL DIRECTORS, OFFICERS, COMMITTEE MEMBERS AND KEY EMPLOYEES AND SUCH INDIVIDUALS PROVIDE AN ANNUAL STATEMENT ACKNOWLEDGING RECEIPT. THE POLICY REQUIRES THAT IF ANY DIRECTOR, OFFICER, COMMITTEE MEMBER OR KEY EMPLOYEE OF THE CORPORATION BECOMES AWARE OF ANY TRANSACTION UNDER CONSIDERATION THAT POTENTIALLY CREATES A CONFLICT OF INTEREST, HE OR SHE IS OBLIGATED TO NOTIFY THE BOARD AND TO DISCLOSE ALL KNOWN MATERIAL FACTS RELATING TO THE CONFLICT OF INTEREST IN THE TRANSACTION. THE BOARD WILL DETERMINE WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS AND TAKE ACTION THAT THE BOARD DEEMS APPROPRIATE. THE INTERESTED PERSON MAY NOT BE PRESENT WHEN THE BOARD MAKES ITS DETERMINATION OTHER THAN TO ANSWER QUESTIONS. IF NO CONFLICT OF INTEREST IS FOUND TO EXIST, THE MINUTES OF THE MEETING MUST RECORD THE BASIS OF THE BOARD'S DETERMINATION. FORM 990, PART VI, SECTION B, LINE 15 AS A DOCUMENTED AND ONGOING PROCESS, BMP UTILIZES A THIRD PARTY VENDOR TO BENCHMARK THE COMPENSATION OF ALL EMPLOYEES OF THE ORGANIZATION EVERY 2 YEARS. THIS STUDY DETERMINES THE MARKET SALARY RANGE FOR EVERY POSITION BASED ON THE JOB DESCRIPTION WHICH INCLUDES REQUIRED QUALIFICATIONS. THE SALARY IS DETERMINED BY USING COMPARABLE MARKET DATA RELEVANT TO OUR INDUSTRY AND SIZE. THE RESULTS OF THE STUDY FOR THE CEO'S SALARY AND THE FOLLOWING 3 HIGHEST PAID EMPLOYEES IS THEN REVIEWED BY THE COMPENSATION COMMITTEE WHICH IS COMPRISED OF 3 BOARD MEMBERS. THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE BOARD FOR THE CEO'S COMPENSATION BASED ON THE BENCHMARK STUDY AND BLUE MERIDIAN'S COMPENSATION PHILOSOPHY. THE FULL BOARD REVIEWS AND APPROVES THE CEO'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND 990S ARE PUBLISHED ON ITS WEBSITE BLUEMERIDIAN.ORG, WHICH IS AVAILABLE TO THE PUBLIC. PUBLISHED COPIES OF THESE DOCUMENTS ARE ALSO CONTAINED ON VARIOUS THIRD PARTY WEBSITES INCLUDING GUIDESTAR.ORG. IN ADDITION, COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART VII, SECTION A: THE COMPENSATION PAID TO GEOFFREY CANADA IS NOT IN RELATION TO HIS POSITION ON THE BOARD. INSTEAD A CONSULTING AGREEMENT BETWEEN MR. CANADA AND BMP EXISTS FOR ADVISORY AND STRATEGIC CONSULTING SERVICES IN THE AREAS OF STRATEGIC PLANNING, SCALING STRATEGIES, AND NONPROFIT THOUGHTS LEADERSHIP. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE IS COMPRISED OF SELECT BOARD MEMBERS FROM THE ORGANIZATION.