Nonprofit · EIN 26-1914515
BELLWETHER EDUCATION PARTNERS INC
Tax-exempt · SUDBURY, MA 01776
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $23,589,798 | $27,132,140 | -$3,542,342 | $16,563,385 | $3,048,572 | $13,514,813 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $5,207,249
- Program service revenue
- $17,920,914
- Investment income
- $461,635
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $224,548
- Compensation of officers, directors and key employees
- $2,857,514
- Other salaries and wages
- $16,198,193
- Salaries, compensation and benefits (total)
- $22,069,986
- Professional fundraising fees
- $0
- Legal fees
- $51,483
- Accounting fees
- $114,735
- Occupancy
- $90,012
- Travel
- $1,532,570
- Depreciation
- $66,645
- Program services (functional)
- $22,495,815
- Management and general (functional)
- $4,102,955
- Fundraising (functional)
- $533,370
Balance sheet and other
- Total assets, start of year
- $21,442,872
- Total assets, end of year
- $16,563,385
- Total liabilities, end of year
- $3,048,572
- Net assets, end of year
- $13,514,813
- Land, buildings and equipment
- $114,082
- Net assets without donor restrictions
- $10,357,394
- Net assets with donor restrictions
- $3,157,419
- Gross receipts
- $23,589,798
- Employees
- 133
- Volunteers
- 6
- Year formed
- 2007
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY K WELLS | PRESIDENT/SENIOR PARTNER UNTIL 10/24 Trustee or director, Officer | 45 | $493,811 | $58,237 |
| ANDREW ROTHERHAM | SENIOR PARTNER, POLICY & EVALUATION Key employee | 45 | $444,722 | $88,541 |
| JENNIFER SCHIESS | SENIOR PARTNER, POLICY & EVALUATION Key employee | 45 | $363,381 | $81,549 |
| REBECCA GIFFORD GOLDBERG | PRES./MANAGING PARTNER AS OF 10/24 Officer | 45 | $387,975 | $30,163 |
| JULIE SQUIRE | SENIOR PARTNER, POLICY & EVALUATION Key employee | 45 | $318,515 | $55,897 |
| DAWANA WILLIAMSON | SENIOR PARTNER & COO Key employee | 45 | $309,635 | $57,142 |
| MELISSA KING | PARTNER, POLICY & EVALUATION Highest-paid employee | 45 | $314,892 | $46,516 |
| ANSON JACKSON | SENIOR PARTNER, STRATEGIC ADVISING Key employee | 45 | $305,767 | $54,267 |
| AKESHIA CRAVEN-HOWELL | SENIOR PARTNER, STRATEGIC ADVISING Key employee | 45 | $293,290 | $46,212 |
| BILL DURBIN | PARTNER, STRATEGIC ADVISING Highest-paid employee | 45 | $281,614 | $55,004 |
| ALEXANDER CORTEZ | PARTNER, STRATEGIC ADVISING Highest-paid employee | 45 | $269,092 | $57,039 |
| NICHOLAS LEE | PARTNER, POLICY & EVALUATION Highest-paid employee | 45 | $283,562 | $37,173 |
| TITILAYO ALI | PARTNER, POLICY & EVALUATION Highest-paid employee | 45 | $271,066 | $36,488 |
| GRACE HEINTZ | SECRETARY & CHAIRMAN OF THE BOARD Trustee or director, Officer | 5 | $0 | $0 |
| AARON MILLER | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TINA FERNANDEZ | CLERK UNTIL 04/25 Trustee or director, Officer | 5 | $0 |
| EBONY LEE | DIRECTOR Trustee or director | 5 | $0 |
| PAUL REVILLE | DIRECTOR Trustee or director | 5 | $0 |
| PYPER DAVIS | DIRECTOR AS OF 04/25 Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 517 BOSTON POST RD UNIT 171, SUDBURY, MA 01776-7607
- In care of
- % MARY WELLS
- Principal officer (990 for 2024)
- REBECCA GIFFORD GOLDBERG, 68 HARRISON AVE STE 605 PMB 735636, BOSTON, MA 02111
- Signed the 990
- REBECCA GIFFORD GOLDBERG, PRESIDENT
- Phone
- (877) 636-0909
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
BELLWETHER IS A NATIONAL NONPROFIT, FOUNDED IN 2010, THAT WORKS TO ENSURE YOUNG PEOPLE, ESPECIALLY THOSE FURTHEST FROM OPPORTUNITY, ACHIEVE OUTCOMES THAT LEAD TO FULFILLING LIVES AND FLOURISHING COMMUNITIES. OUR VISION IS THAT ALL YOUNG PEOPLE HAVE ACCESS TO AN EXCELLENT EDUCATION AND LIVE LIVES FILLED WITH OPPORTUNITY.
Program accomplishments
- SINCE OUR FOUNDING IN 2010, WE HAVE WORKED TO DEVELOP AND AMPLIFY THE INSIGHTS, INNOVATIONS, AND IDEAS NECESSARY TO ADVANCE EDUCATIONAL OPTIONS IN THIS COUNTRY BY:1. SUPPORTING MISSION-DRIVEN CLIENTS FROM SCHOOL SYSTEMS AND PUBLIC AGENCIES TO NONPROFITS AND PHILANTHROPIES AS THEY NAVIGATE TOUGH DECISIONS2. INFORMING THE SECTOR WITH CLEAR INSIGHTS AND BOLD IDEA3. BRINGING LEADERS TOGETHER TO LEARN, CONNECT, AND DRIVE CHANGEOUR WORK SPANS EARLY CHILDHOOD EDUCATION THROUGH POSTSECONDARY AND CAREER PATHWAYS. OUR TEAM OF NEARLY 100 EXPERTS PAIRS DEEP KNOWLEDGE ACROSS ALL THESE AREAS WITH EXPERIENCE ON THE GROUND AS EDUCATORS, SCHOOL LEADERS, POLICYMAKERS, AND EXECUTIVES IN THE PUBLIC AND PRIVATE SECTORS ALLOWING US TO OFFER UNPARALLELED INSIGHTS FOR OUR CLIENTS AND THE SECTOR.WE HAVE WORKED WITH MORE THAN 800 CLIENTS NATIONWIDE IN SOME OF THE NATION'S LARGEST CITIES AND MOST REMOTE RURAL AREAS SUPPORTING THEM WITH STRATEGY, CONTINUOUS IMPROVEMENT, AND ANALYSIS OF HOW THE EDUCATION ECOSYSTEM SHAPES THEIR WORK. OUR PARTNERS INCLUDE INDIVIDUAL SCHOOLS, CHARTER NETWORKS, TRADITIONAL SCHOOL DISTRICTS, STATE EDUCATION LEADERS, REGION-BASED INTERMEDIARIES, PHILANTHROPIC FUNDERS, ADVOCACY ORGANIZATIONS, PLACE-BASED PARTNERSHIPS, AND NONPROFITS, AMONG OTHERS.WE HAVE ALSO SHAPED CRITICAL CONVERSATIONS ACROSS THE SECTOR THROUGH HUNDREDS OF PUBLICATIONS, RESOURCES, EVENTS, AND COMMENTARY PIECES. OUR EXTERNAL WORK DELIVERS TIMELY INSIGHTS ON THE MOST PRESSING ISSUES OF THE DAY AND HELPS LEADERS, PRACTITIONERS, POLICYMAKERS, NEWS MEDIA REPORTERS, AND FUNDERS UNDERSTAND EMERGING ISSUES AND CHALLENGES AROUND THE CORNER. THIS WORK BOTH INFORMS AND IS INFORMED BY OUR WORK ON THE GROUND WITH PARTNERS WORK THAT DRAMATICALLY EXPANDS OUR REACH AND SETS BELLWETHER APART.IN THE YEARS AHEAD, WE WILL CONTINUE TO HELP MISSION-DRIVEN PARTNERS ACCELERATE THEIR IMPACT, INFORM AND INFLUENCE POLICY AND PROGRAM DESIGN, AND BRING LEADERS TOGETHER TO DRIVE CHANGE ON EDUCATION'S MOST PRESSING CHALLENGES.Expenses $22,495,815 · grants $224,548 · revenue $17,920,914
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 26-1914515
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2008
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B60)
- Assets (IRS master file)
- $16,563,385
- Income (IRS master file)
- $23,589,798
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | – | – | – | IRS |
| 990 | August 2024 | – | – | – | IRS |
| 990 | August 2023 | $34,842,592 | $26,154,304 | $23,118,885 | IRS |
| 990 | August 2022 | $18,147,451 | $17,416,257 | $12,819,060 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about BELLWETHER EDUCATION PARTNERS INC
- What is the EIN of BELLWETHER EDUCATION PARTNERS INC?
- The employer identification number (EIN) of BELLWETHER EDUCATION PARTNERS INC is 26-1914515.
- Is BELLWETHER EDUCATION PARTNERS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to BELLWETHER EDUCATION PARTNERS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BELLWETHER EDUCATION PARTNERS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BELLWETHER EDUCATION PARTNERS INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BELLWETHER EDUCATION PARTNERS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of BELLWETHER EDUCATION PARTNERS INC?
- The 990 for the year ended August 31, 2025 names REBECCA GIFFORD GOLDBERG.
- Who are the officers and directors of BELLWETHER EDUCATION PARTNERS INC?
- The 990 for the year ended August 31, 2025 lists 19 people; 13 received compensation from the organization, the highest $493,811 (MARY K WELLS, PRESIDENT/SENIOR PARTNER UNTIL 10/24).
- How much revenue does BELLWETHER EDUCATION PARTNERS INC have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $23,589,798, expenses of $27,132,140 and total assets of $16,563,385 at year end.
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