2026-08-17T13:44:48-05:00 2025-09-30 420714325 RSM US LLP 4 TIMES SQUARE NEW YORK NY 10036 990 2024-10-01 815086187 BLUE MERIDIAN PARTNERS INC BLUE 2125519100 685 THIRD AVENUE 19TH FLOOR NEW YORK NY 10017 KAY NEMOTO CFBO 2125519100 2026-08-14 1 1 LYNNE JOHNSON P00757336 2123721000 2024 2025-03-06 01:10:19Z KAY NEMOTO 685 THIRD AVENUE 19TH FLOOR NEW YORK NY 10017 2360309617 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. 11 9 101 9 3075371 1353195 149045328 857538878 3131000 3069500 47315031 39642068 0 0 199491359 900250446 352940753 484212238 0 0 29736638 34150836 0 0 7277991 21833017 25912104 404510408 544275178 -205019049 355975268 2065309464 2412799157 12784410 15509799 2052525054 2397289358 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 530526930 484212238 3069500 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. 530526930 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 44 0 1 101 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 11 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X KAY NEMOTO 2125519100 685 THIRD AVENUE 19TH FLOOR NEW YORK NY 10017 X NANCY ROOB CEO 50.00 X X 1441865 0 107450 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 KEVIN W KENNEDY DIRECTOR 2.00 X 0 0 0 RHETT N MABRY DIRECTOR (FROM JAN. 2025) 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 PRESIDENT CHIEF INVESTMENT AND IMPACT OFFICER 50.00 X 1029469 0 109607 KAY NEMOTO CHIEF FINANCIAL BUSINESS OFFICER & TREASURER 50.00 X 775282 0 79278 ALBERT CHUNG CHIEF OF STAFF & CORPORATE SECRETARY 50.00 X 531689 0 57449 KELLY L CAMPBELL MAN. DIR. PORTFOLIO STRATEGY & MGMT 50.00 X 635243 0 50975 TIA BREAKLEY CHIEF STRAGETIC DEVELOPMENT OFFICER 50.00 X 639618 0 111026 MICAH L CARR CHIEF BRANDING OFFICER 50.00 X 575297 0 110659 ALLANA JACKSON MAN DIR INVESTMENT AND IMPACT LEAD 50.00 X 569765 0 86076 DALE MCLEOD CHIEF PEOPLE OFFICER 50.00 X 556424 0 77503 LISSETTE RODRIGUEZ MAN. DIR. PORTFOLIO STRATEGY & MGMT 50.00 X 540236 0 90615 ELIZABETH PAWLSON MAN. DIR. PORTFOLIO STRATEGY & MGMT 50.00 X 608897 0 68161 SPENCER KYMPTON MAN. DIR. PORTFOLIO STRATEGY & MGMT 50.00 X 554999 0 77774 MALGORZATA LONG MAN. DIR. PORTFOLIO STRATEGY & MGMT 50.00 X 548834 0 77703 CECILIA GUTIERREZ MAN. DIR. PORTFOLIO STRATEGY & MGMT 50.00 X 551029 0 57794 MINDY S TARLOW FORMER MAN. DIR. PORTFOLIO STRATEGY & MGMT 0.00 X 411447 0 0 TIFFANY GUEYE FORMER SENIOR ADVISOR 50.00 X 401420 0 65197 10431514 0 1227267 83 1 1 0 MCKINSEY & COMPANY 175 GREENWICH STREET NEW YORK NY 10007 PROGRAM ADVISORY SERVICES 4490000 THE BRIDGESPAN GROUP 2 COPLEY PLACE 7TH FLOOR SUITE 37 BOSTON MA 02116 PROGRAM AND GRANTEE CONSULTING 3281657 PATTERSON BELKNAP WEBB 1133 AVE OF THE AMERICAS NEW YORK NY 10036 LEGAL CONSULTANT 1048284 DELIVERY ASSOCIATES 228 EAST 45TH STREET SUITE 9E NEW YORK NY 10017 LANDSCAPING, SOURCING, AND DUE DILIGENCE 773891 THE MACHINE DBA MACHINE LABS 150 EAST 52ND STREET NEW YORK NY 10022 PROGRAM ADVISORY SERVICES 500000 18 857538878 857538878 ADVISORY INCOME 900099 3069500 3069500 3069500 24782277 3075371 21706906 1474918962 1460059171 14859791 14859791 14859791 900250446 3069500 3075371 36566697 484212238 484212238 5350231 3776386 680481 893364 21494532 15171616 2733829 3589087 2276816 1607059 289582 380175 3663218 2585632 465914 611672 1366039 964199 173743 228097 1069277 754735 135998 178544 82719 58386 10521 13812 926564 926564 12753402 12539920 92303 121179 320205 226010 40728 53467 2322678 1639430 295415 387833 1616838 1141223 205641 269974 1550773 1439929 47925 62919 1025605 723909 130444 171252 BAD DEBT 2347873 2347873 UBI TAX EXPENSES 1822529 1325616 183318 313595 FEDERAL EXCISE TAX 50000 50000 FILING FEES 4485 4485 19156 12769 3366 3021 544275178 530526930 6470257 7277991 44528364 59856637 1198829423 1584175711 5080922 2482690 1506135 1460297 615848332 411816580 173051590 305254179 16165501 38211678 10299197 9541385 2065309464 2412799157 2499435 4766815 10284975 10742984 12784410 15509799 X 189582150 289066348 1862942904 2108223010 2052525054 2397289358 2065309464 2412799157 X 355975268 15859992 -27070956 X X 0 1 X 1 0 X 174061621 1180711203 321200527 149045328 857538878 2682557557 174061621 1180711203 321200527 149045328 857538878 2682557557 953006914 1729550643 508204 12580398 19297688 22191280 21706908 76284478 1283281 1034316 5162159 1504550 8984306 2767826341 6734500 0.62490 0.47650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 PRIVATE EQUITY FUNDS 153992444 F HEDGE FUNDS 148573263 F CREDIT/EVENT DRIVEN 2036630 F OTHER 651842 F 305254179 OPERATING LEASE LIABILITIES 10694403 PAYABLE FOR SECURITIES PURCHASED 48581 10742984 X 887712792 15459866 -27070956 -11611090 899323882 926564 926564 900250446 543348614 0 543348614 926564 926564 544275178 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. 1 TULSA COMMUNITY FOUNDATION 7030 S YALE AVE TULSA OK 74136 731554474 501(C)(3) 38183000 0 TO SUPPORT SCALING PLAN THE DUKE ENDOWMENT 800 EAST MOREHEAD STREET CHARLOTTE NC 28202 560529965 501(C)(3) 32000000 0 TO SUPPORT SCALING PLAN CENTER FOR EMPLOYMENT OPPORTUNITIES 50 BROADWAY SUITE 1604 NEW YORK NY 10004 133843322 501(C)(3) 17500000 0 TO SUPPORT SCALING PLAN HARLEM CHILDREN'S ZONE 35 EAST 125TH STREET NEW YORK NY 10035 237112974 501(C)(3) 17040000 0 TO SUPPORT ECONOMIC MOBILITY SPARTANBURG ACADEMIC MOVEMENT 349 E MAIN ST 101 SPARTANBURG SC 29302 452104341 501(C)(3) 16500000 0 TO SUPPORT SCALING PLAN PER SCHOLAS 804 E 138TH ST BRONX NY 10454 043252955 501(C)(3) 15452000 0 TO SUPPORT SCALING PLAN MERIT AMERICA 712 H STREET NE SUITE 1560 WASHINGTON DC 20002 842108762 501(C)(3) 15200000 0 TO SUPPORT SCALING PLAN GRAMEEN AMERICA 150 W 30TH ST 8 FLOOR NEW YORK NY 10001 208497991 501(C)(3) 14173910 0 TO SUPPORT SCALING PLAN PARTNERS FOR RURAL IMPACT 439 WALNUT MEADOW ROAD BEREA KY 40403 872937264 501(C)(3) 13150000 0 TO SUPPORT ECONOMIC MOBILITY PHILANTHROPIC VENTURES FOUNDATION 1222 PRESERVATION PARK WAY OAKLAND CA 94612 943136771 501(C)(3) 12046000 0 TO SUPPORT SCALING PLAN ZERO TO THREE 1255 23RD STREET NW WASHINGTON DC 20037 521105189 501(C)(3) 11800000 0 TO SUPPORT SCALING PLAN SOCIAL FINANCE INC 10 MILK STREET SUITE 1010 BOSTON MA 02108 274620963 501(C)(3) 11730000 0 TO SUPPORT SCALING PLAN SHARE OUR STRENGTH 1030 15TH STREET NW STE 1100 WASHINGTON DC 20005 521367538 501(C)(3) 10500000 0 TO SUPPORT SCALING PLAN POLICYLINK 1438 WEBSTER STREET OAKLAND CA 94612 943297479 501(C)(3) 10200000 0 TO SUPPORT ECONOMIC MOBILITY THE COMMIT PARTNERSHIP 3800 MAPLE AVE 800 DALLAS TX 75219 800790222 501(C)(3) 10100000 0 TO SUPPORT ECONOMIC MOBILITY UPSTREAM USA INC 1630 SAN PABLO AVENUE OAKLAND CA 94612 352581424 501(C)(3) 9750000 0 TO SUPPORT SCALING PLAN NEW YORK UNIVERSITY 105 E 17 STREET 2ND FLOOR NEW YORK NY 10003 135562308 501(C)(3) 9600000 0 TO SUPPORT SCALING PLAN PURPOSE BUILT COMMUNITIES FOUNDATION INC 1670 BENJAMIN WELDON BICKERS DR SE ATLANTA GA 30315 454056587 501(C)(3) 9565000 0 TO SUPPORT ECONOMIC MOBILITY CODE FOR AMERICA 170 WEST TASMAN DRIVE SAN JOSE CA 95134 271067272 501(C)(3) 8747500 0 TO SUPPORT SCALING PLAN HAZEL HEALTH INC 8300 ESTERS BLVD SUITE 900 IRVING TX 75063 475250409 8710223 0 TO SUPPORT SCALING PLAN JOBS FOR THE FUTURE 88 BROAD STREET BOSTON MA 02110 061164568 501(C)(3) 8225000 0 TO SUPPORT STRATEGIC PLANNING STRIVETOGETHER 125 EAST NINTH STREET SECOND FOOR CINCINNATI OH 45202 813380647 501(C)(3) 8224824 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) 7900000 0 TO SUPPORT SCALING PLAN DELIVERY ASSOCIATES 228 EAST 45TH STREET NEW YORK NY 10017 821623560 7818500 0 TO SUPPORT SCALING PLAN PARTNERSHIP FOR EDUCATION ADVANCEMENT (EDUCATION FINANCE INSTITUTE) 601 LEXINGTON AVENUE 17TH FLOOR NEW YORK NY 10022 831400142 7700000 0 TO SUPPORT SCALING PLAN YOUTH VILLAGES 3320 BROTHER BLVD BARTLETT TN 38133 581716970 501(C)(3) 7100000 0 TO SUPPORT SCALING PLAN CODEPATH 353 KING ST APT 733 SAN FRANCISCO CA 94158 815338932 501(C)(3) 5600000 0 TO SUPPORT SCALING PLAN THE BRIDGESPAN GROUP 535 BOYLSTON STREET BOSTON MA 02116 311625487 501(C)(3) 5295682 0 TO PROVIDE GRANTEE TECHINCAL ASSISTANCE ALLIANCE FOR SAFETY AND JUSTICE 1700 BROADWAY SUITE 700 OAKLAND CA 94612 853209787 501(C)(3) 5200000 0 TO SUPPORT SCALING PLAN NATIONAL DOMESTICE WORKERS ALLIANCE 45 BROADWAY SUITE 320 NEW YORK NY 10006 352420942 501(C)(3) 5100000 0 TO SUPPORT SCALING PLAN PRESIDENT & FELLOWS OF HARVARD COLLEGE 1033 MASSACHUSETTS AVE CAMBRIDGE MA 02138 042103580 501(C)(3) 5100000 0 TO SUPPORT SCALING PLAN OPPORTUNITY AT WORK INC 1100 CONNECTICUT AVE NW SUITE 430 WASHINGTON DC 20036 813214432 501(C)(3) 5001709 0 TO SUPPORT SCALING PLAN DAVE THOMAS FOUNDATION FOR ADOPTION 716 MT AIRYSHIRE BOULEVARD COLUMBUS OH 43235 311356151 501(C)(3) 4986250 0 TO SUPPORT SCALING PLAN UNITED NEGRO COLLEGE FUND 1805 7TH STREET NW WASHINGTON DC 20001 131624241 501(C)(3) 4800000 0 TO SUPPORT SCALING PLAN CLEAN SLATE INITIATIVE INC 5728 MAJOR BLVD STE 705 ORLANDO FL 32819 923898284 501(C)(3) 4700000 0 TO SUPPORT SCALING PLAN ROBERTS ENTERPRISE DEVELOPMENT FUND 785 MARKET STREET SUITE 1200 SAN FRANCISCO CA 94103 542132153 501(C)(3) 4001317 0 TO SUPPORT STRATEGIC PLANNING FOUNDATION FOR LOUISIANA 2022 S BERNARD AVE STE 122B NEW ORLEANS LA 70116 203399944 501(C)(3) 4000000 0 TO SUPPORT SCALING PLAN SEEDING SUCCESS 240 MADISON AVE SUITE 850 MEMPHIS TN 38103 452464843 501(C)(3) 4000000 0 TO SUPPORT SCALING PLAN WOMEN'S FOUNDATION FOR A GREATER MEMPHIS ONE COMMERCE SQUARE 40 S MAIN ST STE 2280 MEMPHIS TN 38103 582207247 501(C)(3) 4000000 0 TO SUPPORT SCALING PLAN FAST FORWARD 410 E SANTA CLARA ST UNIT 950 SAN JOSE CA 95113 464626500 501(C)(3) 3777240 0 TO SUPPORT SCALING PLAN COMPASS WORKING CAPITAL INC 89 SOUTH STREET SUITE 804 BOSTON MA 02111 203975100 501(C)(3) 3700000 0 TO SUPPORT STRATEGIC PLANNING RESULTS FOR AMERICA 1875 CONNECTICUT AVE NW 10TH FLOOR WASHINGTON DC 20009 812709681 501(C)(3) 3700000 0 TO SUPPORT ECONOMIC MOBILITY CATALYST EDUCATION INC 721 HILLARY SE SUITE 2 NEW ORLEANS LA 70118 822628337 501(C)(3) 3660000 0 TO SUPPORT EDUCATION INVESTMENTS VERA INSTITUTE OF JUSTICE INC 34 35TH STREET BROOKLYN NY 11232 131941627 501(C)(3) 3650000 0 TO SUPPORT SCALING PLAN WTIA DBA APPRENTI 1721 EIGHTH AVE N SEATTLE WA 98109 473951262 501(C)(3) 3506541 0 TO SUPPORT SCALING PLAN BRAVEN 300 WEST ADAMS ST SUITE 1000 CHICAGO IL 60606 464340594 501(C)(3) 3402307 0 TO SUPPORT SCALING PLAN MCKINSEY & COMPANY INC 711 THIRD AVE 4TH FLOOR NEW YORK NY 10017 133796161 3400000 0 TO SUPPORT EDUCATION INVESTMENTS THURGOOD MARSHALL COLLEGE FUND 901 F STREET NW SUITE 700 WASHINGTON DC 20004 411750692 501(C)(3) 3300000 0 TO SUPPORT SCALING PLAN FREEWORLD 410 E SANTA CLARA ST UNIT 950 SAN JOSE CA 95113 854029841 501(C)(3) 3253608 0 TO SUPPORT SCALING PLAN POWER TO DECIDE 1776 MASSACHUSETTS NW WASHINGTON DC 20036 521974611 501(C)(3) 3202219 0 TO SUPPORT STRATEGIC PLANNING ANTI-RECIDIVISM COALITION 1320 E 7TH ST SUITE 260 LOS ANGELES CA 90021 462140915 501(C)(3) 3000000 0 TO SUPPORT SCALING PLAN CENTERING HEALTHCARE INSTITUTE INC 89 SOUTH STREET SUITE LL02 BOSTON MA 02111 061622668 501(C)(3) 3000000 0 TO SUPPORT STRATEGIC PLANNING SAGA INNOVATIONS INC 10 LAUDHOLM ROAD NEWTON MA 02458 472168942 501(C)(3) 2936772 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) 2800000 0 TO SUPPORT STRATEGIC PLANNING RACE FORWARD 145 E 57TH STREET 4TH FLOOR NEW YORK NY 10022 942759879 501(C)(3) 2700000 0 TO SUPPORT SCALING PLAN CHILD POVERTY ACTION LAB (CPAL) 1808 S GOOD LATIMER EXPY SUITE 102 DALLAS TX 75226 473863079 501(C)(3) 2500000 0 TO SUPPORT SCALING PLAN DELAWARE STATE UNIVERSITY 1200 N DUPOND HWY DOVER DE 19901 510305893 501(C)(3) 2500000 0 TO SUPPORT SCALING PLAN COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN 333 W FORT STREET SUITE 2010 DETROIT MI 48226 382530980 501(C)(3) 2200000 0 TO SUPPORT SCALING PLAN W HAYWOOD BURNS INSTITUTE 475 14TH STREET SUITE 800 OAKLAND CA 94612 810594086 501(C)(3) 2200000 0 TO SUPPORT SCALING PLAN POLICING EQUITY 1925 CENTURY PARK EAST 1700 LOS ANGELES CA 90067 814945849 501(C)(3) 2000000 0 TO SUPPORT SCALING PLAN COMMUNITIES IN SCHOOLS INC 2345 CRYSTAL DRIVE ARLINGTON VA 22202 581289174 501(C)(3) 1700000 0 TO SUPPORT EDUCATION INVESTMENTS A NEW WAY OF LIFE 9512 S CENTRAL AVE LOS ANGELES CA 90002 954782503 501(C)(3) 1600000 0 TO SUPPORT SCALING PLAN PURPOSE DIGNITY ACTION 110 PREFONTAINE PLACE S SUITE 502 SEATTLE WA 98104 910852323 501(C)(3) 1600000 0 TO SUPPORT SCALING PLAN NATIONAL EMPLOYMENT LAW PROJECT 90 BROAD STREET SUITE 1100 NEW YORK NY 10004 132758558 501(C)(3) 1500000 0 TO SUPPORT STRATEGIC PLANNING UNITED WAY WORLDWIDE 701 N FAIRFAX STREET ALEXANDRIA VA 22314 131635294 501(C)(3) 1250000 0 TO SUPPORT SCALING PLAN CHILDREN'S FUNDING PROJECT 1717 PENNSYLVANIA AVE NW WASHINGTON DC 20006 843704279 501(C)(3) 1000000 0 TO SUPPORT SCALING PLAN NEW VENTURE FUND 1201 CONNECTICUT AVENUE NW WASHINGTON DC 20036 205806345 501(C)(3) 1000000 0 TO SUPPORT SCALING PLAN RESILIENCE FORCE PO BOX 52046 NEW ORLEANS LA 70152 845151214 501(C)(3) 752410 0 TO SUPPORT SCALING PLAN EDUCATION COMMISSION OF THE STATES 1536 WYNKOOP ST SUITE 42 SUITE DENVER CO 80202 310722194 501(C)(3) 750000 0 TO SUPPORT SCALING PLAN MISSION ECONOMIC DEVELOPMENT AGENCY 2301 MISSION ST SUITE 301 SAN FRANCISCO CA 94110 510187791 501(C)(3) 700000 0 TO SUPPORT SCALING PLAN NORTHSIDE ACHIEVEMENT ZONE 2123 WEST BROADWAY AVE 100 MINNEAPOLIS MN 55411 300238807 501(C)(3) 700000 0 TO SUPPORT SCALING PLAN URBAN INSTITUTE 500 LENFANT PLAZA SW WASHINGTON DC 20024 520880375 501(C)(3) 640000 0 TO SUPPORT SCALING PLAN TRAILS 535 WEST WILLIAM STREET ANN ARBOR MI 48104 943213100 501(C)(3) 600000 0 TO SUPPORT SCALING PLAN NDN COLLECTIVE 408 KNOLLWOOD DRIVE RAPID CITY SD 57701 823776329 501(C)(3) 500000 0 TO SUPPORT SCALING PLAN RECIDIVIZ 1322 WEBSTER STREET OAKLAND CA 94612 852039256 501(C)(3) 500000 0 TO SUPPORT SCALING PLAN LIFT ORLANDO 400 S ORANGE AVE STE 100 ORLANDO FL 32801 463607865 501(C)(3) 412000 0 TO SUPPORT SCALING PLAN CENTRAL FLORIDA FOUNDATION 800 NN MAGNOLIA AVE SUITE 1700 ORLANDO FL 32803 593182886 501(C)(3) 411500 0 TO SUPPORT SCALING PLAN REACH RIVERSIDE DEVELOPMENT CORPORATION 2300 BOWERS STREET WILMINGTON DE 19802 821401986 501(C)(3) 411500 0 TO SUPPORT SCALING PLAN SPRING IMPACT INC 5214F DIAMOND HEIGHTS BLVD 961 SAN FRANCISCO CA 94131 471876230 501(C)(3) 264779 0 TO SUPPORT SCALING PLAN OPPORTUNITY MODELING PARTNERS LLC 3827 N WAYNE AVE UNIT B CHICAGO IL 60613 332869547 250000 0 TO SUPPORT SCALING PLAN UNIVERSITY OF MARYLAND SYSTEM 2220 SAMUEL J LEFRAK HALL / 7251 PREINKERT DRIVE COLLEGE PARK MD 20752 526002033 250000 0 TO SUPPORT SCALING PLAN MDRC 200 VESEY STREET 23RD FLOOR NEW YORK NY 10281 237279473 214745 0 TO SUPPORT EDUCATION INVESTMENTS VENTURE LEADERSHIP COLLECTIVE 650 CASTRO STREET SUITE 120 266 MOUNTAIN VIEW CA 94041 844170196 206168 0 TO SUPPORT SCALING PLAN BELLXCEL ONE UNIVERSITY AVENUE WESTWOOD MA 02090 043182053 501(C)(3) 200000 0 TO SUPPORT EDUCATION INVESTMENTS OIC OF AMERICA 1415 N BROAD ST 224 PHILADELPHIA PA 19122 237109952 501(C)(3) 200000 0 TO SUPPORT SCALING PLAN ONEGOAL 180 N WABASH SUITE 800 CHICAGO IL 60601 562369898 501(C)(3) 200000 0 TO SUPPORT EDUCATION INVESTMENTS RUBICON PROGRAMS INCORPORATED 2500 BISSELL AVE RICHMOND CA 94804 942301550 501(C)(3) 200000 0 TO SUPPORT SCALING PLAN STRIVE INTERNATIONAL INC 205 EAST 122ND ST 3RD FLOOR NEW YORK NY 10035 813380647 501(C)(3) 200000 0 TO SUPPORT ECONOMIC MOBILITY YOUTH GUIDANCE 1 N LASALLE STREET SUITE 900 CHICAGO IL 60602 362167032 501(C)(3) 200000 0 TO SUPPORT SCALING PLAN LAZARUS FORWARD LLC 2903 WARINGTON ROAD SHAKER HEIGHTS OH 44120 823650201 150125 0 TO PROVIDE GRANTEE TECHINCAL ASSISTANCE EQUITY IN THE CENTER INC 700 12 TH STREETNW SUITE 700 WASHINGTON DC 20005 850728401 501(C)(3) 100000 0 TO SUPPORT SCALING PLAN JUSTLEADERSHIPUSA INC 1900 LEXINGTON AVENUE NEW YORK NY 10035 901019268 501(C)(3) 100000 0 TO SUPPORT SCALING PLAN ENGAGE RD 556 S FAIR OAKS AVE STE 101 603 PASADENA CA 91105 820676544 95709 0 TO SUPPORT SCALING PLAN STATE OF MARYLAND 100 COMMUNITY PLACE CROWNSVILLE MD 21032 526002033 115 75000 0 TO PROVIDE GRANTEE TECHINCAL ASSISTANCE FREEDMAN CONSULTING LLC 1300 CONNECTCUT AVE NW SUITE 275 WASHINGTON DC 20036 043762709 54500 0 TO PROVIDE GRANTEE TECHINCAL ASSISTANCE INTEGRATED PURPOSE LLC 720 GREENWICH STREET NEW YORK NY 10014 331531357 35000 0 TO PROVIDE GRANTEE TECHINCAL ASSISTANCE THE CASEMADE INC 801 INTERNATIONAL PARKWAY LAKE MARY FL 32746 832243474 15000 0 TO PROVIDE GRANTEE TECHINCAL ASSISTANCE JMC CONSULTING FIRM 110 S HARTFORD AVE SUITE 2592 TULSA OK 74120 880797275 11500 0 TO PROVIDE GRANTEE TECHINCAL ASSISTANCE PRODIGY AND COMPANY LLC 6819 E 48TH PLACE TULSA OK 74145 811484908 10811 0 TO PROVIDE GRANTEE TECHINCAL ASSISTANCE 84 15 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 1 0 0 0 0 0 0 1 0 NANCY ROOB CEO 900013 0 312600 0 229252 0 65140 0 42310 0 1549315 0 0 0 JAMES H SHELTON PRESIDENT CHIEF INVESTMENT AND IMPACT OFFICER 684652 0 234600 0 110217 0 65140 0 44467 0 1139076 0 0 0 KAY NEMOTO CHIEF FINANCIAL BUSINESS OFFICER & TREASURER 546056 0 158200 0 71026 0 65140 0 14138 0 854560 0 0 0 TIA BREAKLEY CHIEF STRAGETIC DEVELOPMENT OFFICER 472594 0 135900 0 31124 0 65140 0 45886 0 750644 0 0 0 KELLY L CAMPBELL MAN. DIR. PORTFOLIO STRATEGY & MGMT 439561 0 125300 0 70382 0 42140 0 8835 0 686218 0 0 0 MICAH L CARR CHIEF BRANDING OFFICER 429840 0 126500 0 18957 0 65140 0 45519 0 685956 0 0 0 ELIZABETH PAWLSON MAN. DIR. PORTFOLIO STRATEGY & MGMT 386551 0 159000 0 63346 0 42140 0 26021 0 677058 0 0 0 ALLANA JACKSON MAN DIR INVESTMENT AND IMPACT LEAD 392780 0 126200 0 50785 0 37140 0 48936 0 655841 0 0 0 DALE MCLEOD CHIEF PEOPLE OFFICER 390362 0 115000 0 51062 0 42140 0 35363 0 633927 0 0 0 SPENCER KYMPTON MAN. DIR. PORTFOLIO STRATEGY & MGMT 388956 0 113400 0 52643 0 42140 0 35634 0 632773 0 0 0 LISSETTE RODRIGUEZ MAN. DIR. PORTFOLIO STRATEGY & MGMT 393049 0 107900 0 39287 0 42140 0 48475 0 630851 0 0 0 MALGORZATA LONG MAN. DIR. PORTFOLIO STRATEGY & MGMT 371886 0 129400 0 47548 0 42140 0 35563 0 626537 0 0 0 CECILIA GUTIERREZ MAN. DIR. PORTFOLIO STRATEGY & MGMT 435013 0 68200 0 47816 0 42140 0 15654 0 608823 0 0 0 ALBERT CHUNG CHIEF OF STAFF & CORPORATE SECRETARY 383434 0 110700 0 37555 0 42140 0 15309 0 589138 0 0 0 TIFFANY GUEYE FORMER SENIOR ADVISOR 358146 0 0 0 43274 0 42140 0 23057 0 466617 0 0 0 MINDY S TARLOW FORMER MAN. DIR. PORTFOLIO STRATEGY & MGMT 0 0 0 0 411447 0 0 0 0 0 411447 0 0 0 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. 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.