Nonprofit · EIN 81-5086187
BLUE MERIDIAN PARTNERS INC
Tax-exempt · NEW YORK, NY 10017
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $900,250,446 | $544,275,178 | $355,975,268 | $2,412,799,157 | $15,509,799 | $2,397,289,358 |
| September 30, 2024 | 990 | $199,491,359 | $404,510,408 | -$205,019,049 | $2,065,309,464 | $12,784,410 | $2,052,525,054 |
| September 30, 2023 | 990 | $353,322,309 | $481,659,709 | -$128,337,400 | $2,261,435,517 | $6,734,147 | $2,254,701,370 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $857,538,878
- Program service revenue
- $3,069,500
- Investment income
- $39,642,068
- Net gain from sales of assets
- $14,859,791
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $484,212,238
- Compensation of officers, directors and key employees
- $5,350,231
- Other salaries and wages
- $21,494,532
- Salaries, compensation and benefits (total)
- $34,150,836
- Professional fundraising fees
- $0
- Legal fees
- $1,069,277
- Accounting fees
- $82,719
- Occupancy
- $1,616,838
- Travel
- $1,550,773
- Program services (functional)
- $530,526,930
- Management and general (functional)
- $6,470,257
- Fundraising (functional)
- $7,277,991
Balance sheet and other
- Total assets, start of year
- $2,065,309,464
- Total assets, end of year
- $2,412,799,157
- Total liabilities, end of year
- $15,509,799
- Net assets, end of year
- $2,397,289,358
- Publicly traded securities
- $411,816,580
- Net assets without donor restrictions
- $289,066,348
- Net assets with donor restrictions
- $2,108,223,010
- Gross unrelated business income
- $3,075,371
- Gross receipts
- $2,360,309,617
- Employees
- 101
- Volunteers
- 9
- Year formed
- 2017
- State of legal domicile
- DE
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NANCY ROOB | CEO Trustee or director, Officer | 50 | $1,441,865 | $107,450 |
| JAMES H SHELTON PRESIDENT | CHIEF INVESTMENT AND IMPACT OFFICER Officer | 50 | $1,029,469 | $109,607 |
| KAY NEMOTO CHIEF FINANCIAL | BUSINESS OFFICER & TREASURER Officer | 50 | $775,282 | $79,278 |
| TIA BREAKLEY | CHIEF STRAGETIC DEVELOPMENT OFFICER Key employee | 50 | $639,618 | $111,026 |
| KELLY L CAMPBELL | MAN. DIR. PORTFOLIO STRATEGY & MGMT Key employee | 50 | $635,243 | $50,975 |
| MICAH L CARR | CHIEF BRANDING OFFICER Key employee | 50 | $575,297 | $110,659 |
| ELIZABETH PAWLSON | MAN. DIR. PORTFOLIO STRATEGY & MGMT Highest-paid employee | 50 | $608,897 | $68,161 |
| ALLANA JACKSON MAN DIR | INVESTMENT AND IMPACT LEAD Key employee | 50 | $569,765 | $86,076 |
| DALE MCLEOD | CHIEF PEOPLE OFFICER Key employee | 50 | $556,424 | $77,503 |
| SPENCER KYMPTON | MAN. DIR. PORTFOLIO STRATEGY & MGMT Highest-paid employee | 50 | $554,999 | $77,774 |
| LISSETTE RODRIGUEZ | MAN. DIR. PORTFOLIO STRATEGY & MGMT Highest-paid employee | 50 | $540,236 | $90,615 |
| MALGORZATA LONG | MAN. DIR. PORTFOLIO STRATEGY & MGMT Highest-paid employee | 50 | $548,834 | $77,703 |
| CECILIA GUTIERREZ | MAN. DIR. PORTFOLIO STRATEGY & MGMT Highest-paid employee | 50 | $551,029 | $57,794 |
| ALBERT CHUNG CHIEF OF STAFF | & CORPORATE SECRETARY Officer | 50 | $531,689 | $57,449 |
| TIFFANY GUEYE | FORMER SENIOR ADVISOR Former | 50 | $401,420 | $65,197 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MINDY S TARLOW FORMER | MAN. DIR. PORTFOLIO STRATEGY & MGMT Former | 0 | $411,447 |
| GEOFFREY CANADA SEE SCH O | DIRECTOR Trustee or director | 5 | $60,000 |
| CONNIE BALLMER | DIRECTOR Trustee or director | 2 | $0 |
| JAMES M CLARK | DIRECTOR Trustee or director | 2 | $0 |
| W DON CORNWELL | DIRECTOR Trustee or director | 2 | $0 |
| KEVIN W KENNEDY | DIRECTOR Trustee or director | 2 | $0 |
| RHETT N MABRY | DIRECTOR (FROM JAN. 2025) Trustee or director | 2 | $0 |
| GEORGE PAVLOV | DIRECTOR Trustee or director | 2 | $0 |
| STACY SCHUSTERMAN | DIRECTOR Trustee or director | 2 | $0 |
| RANDI TEPPER | DIRECTOR Trustee or director | 2 | $0 |
| STANLEY DRUCKMILLER | BOARD CHAIR Trustee or director, Officer | 4 | $0 |
990 for the year ended September 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NANCY ROOB | CEO Trustee or director, Officer | 50 | $1,203,245 | $117,970 |
| JAMES H SHELTON PRESIDENT | CHIEF INVESTMENT AND IMPACT OFFICER Officer | 50 | $895,411 | $111,015 |
| KAY NEMOTO CHIEF FINANCIAL | BUSINESS OFFICER & TREASURER Officer | 50 | $694,776 | $81,973 |
| TIA BREAKLEY CHIEF STRAT | DEVELOP. OFF./CHIEF GOVERN. OFF. Key employee | 50 | $614,625 | $109,662 |
| KELLY L CAMPBELL | MAN. DIR., PORTFOLIO STRATEGY & MGMT Key employee | 50 | $611,784 | $58,019 |
| MICAH L CARR | CHIEF BRANDING OFFICER Key employee | 50 | $577,806 | $86,282 |
| CECILIA GUTIERREZ | MAN. DIR., PORTFOLIO STRATEGY & MGMT Highest-paid employee | 50 | $557,930 | $65,343 |
| MINDY S TARLOW MAN DIR PORTFOLIO | STRATEGY & MGMT (UNTIL 12/31/23) Key employee | 50 | $542,024 | $78,225 |
| LISSETTE RODRIGUEZ | MAN. DIR., PORTFOLIO STRATEGY & MGMT Highest-paid employee | 50 | $531,454 | $88,703 |
| MALGORZATA LONG | MAN. DIR., PORTFOLIO STRATEGY & MGMT Highest-paid employee | 50 | $508,020 | $82,425 |
| ELIZABETH PAWLSON | MAN. DIR., PORTFOLIO STRATEGY & MGMT Highest-paid employee | 50 | $516,418 | $71,848 |
| SPENCER KYMPTON | MAN. DIR., PORTFOLIO STRATEGY & MGMT Highest-paid employee | 50 | $494,430 | $92,202 |
| ALBERT CHUNG | CORPORATE SECRETARY (FROM 1/16/24) Officer | 50 | $460,912 | $58,877 |
| RALPH STEFANO FORMER TREASURER | SECRETARY/CFO Former | 50 | $445,549 | $16,898 |
| TIFFANY GUEYE | FORMER SENIOR ADVISOR Former | 50 | $312,509 | $37,669 |
| GEOFFREY CANADA SEE SCH O | DIRECTOR Trustee or director | 5 | $60,000 | $0 |
| CONNIE BALLMER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAMES M CLARK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| W DON CORNWELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KEVIN W KENNEDY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GEORGE PAVLOV | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STACY SCHUSTERMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RANDI TEPPER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STANLEY DRUCKMILLER | BOARD CHAIR Trustee or director, Officer | 4 | $0 | $0 |
990 for the year ended September 30, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NANCY ROOB | PRESIDENT AND CEO Trustee or director, Officer | 45 | $1,135,212 | $101,712 |
| JAMES H SHELTON | CHIEF INVESTMENT AND IMPACT OFFICER Officer | 50 | $779,035 | $101,595 |
| TIA BREAKLEY CHIEF STRAT | DEVELOP. OFF./CHIEF GOVERN. OFF. Key employee | 50 | $596,683 | $101,677 |
| RALPH STEFANO TREASURER | SECRETARY, CFO (UNTIL 10/17/22) Officer | 45 | $611,913 | $77,176 |
| CAROL PLEDGER INTERIM CHIEF | ADMIN. OFFICER (UNTIL 6/30/23) Highest-paid employee | 45 | $609,389 | $69,354 |
| KELLY L CAMPBELL | MAN. DIR., PORTFOLIO STRATEGY & MGMT Key employee | 50 | $560,295 | $74,579 |
| LISSETTE RODRIGUEZ | MAN. DIR., PORTFOLIO STRATEGY & MGMT Highest-paid employee | 40 | $544,349 | $81,124 |
| MINDY S TARLOW | MAN. DIR., PORTFOLIO STRATEGY & MGMT Key employee | 50 | $524,882 | $64,504 |
| SPENCER KYMPTON | MANAGING DIRECTOR, PORTFOLIO Highest-paid employee | 50 | $486,860 | $79,198 |
| CECILIA GUTIERREZ | MAN. DIR., PORTFOLIO STRATEGY & MGMT. Highest-paid employee | 50 | $515,870 | $50,163 |
| MICAH L CARR | CHIEF BRANDING OFFICER Key employee | 50 | $477,600 | $82,796 |
| ELIZABETH PAWLSON | MAN. DIR., PORTFOLIO STRATEGY & MGMT Highest-paid employee | 50 | $494,665 | $61,327 |
| TIFFANY GUEYE | SENIOR ADVISOR Key employee | 45 | $374,733 | $58,240 |
| KAY NEMOTO CHIEF FINANCIAL | & BUSINESS OFFICER (FROM 10/17/22) Officer | 50 | $251,113 | $21 |
| GEOFFREY CANADA SEE SCH O | DIRECTOR Trustee or director | 5 | $60,000 | $0 |
| CONNIE BALLMER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAMES M CLARK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| W DON CORNWELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEVEN A DENNING | DIRECTOR (THRU 10/17/2022) Trustee or director | 2 | $0 | $0 |
| KEVIN W KENNEDY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GEORGE PAVLOV | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STACY SCHUSTERMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RANDI TEPPER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STANLEY DRUCKMILLER | BOARD CHAIR Trustee or director, Officer | 4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 685 THIRD AVENUE 19TH FLOOR, NEW YORK, NY 10017-4049
- In care of
- % EDNA MCCONNELL CLARK FOUNDATION
- Mailing address (990-N for 2016)
- 415 Madison Avenue, New York NY 10017
- Principal officer (990 for 2024)
- KAY NEMOTO, 685 THIRD AVENUE 19TH FLOOR, NEW YORK, NY 10017
- Principal officer (990-N for 2016)
- Nancy Roob, 415 Madison Avenue, New York NY 10017
- Signed the 990
- KAY NEMOTO, CFBO
- Phone
- (212) 551-9100
- Website
- WWW.BLUEMERIDIAN.ORG
- Return prepared by
- RSM US LLP
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.
Program accomplishments
- 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.Expenses $530,526,930 · grants $484,212,238 · revenue $3,069,500
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 81-5086187
- 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
- 2017
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P12)
- Assets (IRS master file)
- $2,412,799,157
- Income (IRS master file)
- $2,360,309,617
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $900,250,446 | $544,275,178 | $2,412,799,157 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $199,491,359 | $404,510,408 | $2,065,309,464 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $353,322,309 | $481,659,709 | $2,261,435,517 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $1,212,525,156 | $412,725,187 | $2,400,151,638 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
| 990-N for 2016 Officer: Nancy Roob | September 30, 2017 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 81-5086187).
Questions about BLUE MERIDIAN PARTNERS INC
- What is the EIN of BLUE MERIDIAN PARTNERS INC?
- The employer identification number (EIN) of BLUE MERIDIAN PARTNERS INC is 81-5086187.
- Is BLUE MERIDIAN PARTNERS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to BLUE MERIDIAN PARTNERS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BLUE MERIDIAN 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 BLUE MERIDIAN PARTNERS INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BLUE MERIDIAN PARTNERS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of BLUE MERIDIAN PARTNERS INC?
- The 990 for the year ended September 30, 2025 names KAY NEMOTO.
- Who are the officers and directors of BLUE MERIDIAN PARTNERS INC?
- The 990 for the year ended September 30, 2025 lists 26 people; 17 received compensation from the organization, the highest $1,441,865 (NANCY ROOB, CEO).
- How much revenue does BLUE MERIDIAN PARTNERS INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $900,250,446, expenses of $544,275,178 and total assets of $2,412,799,157 at year end.
Other nonprofits in NEW YORK
- NYSARC INC EIN 13-5596746 · last filed 990 for 2025
- ACACIA CENTER FOR JUSTICE EIN 87-4099467 · last filed 990 for 2024
- YOUNG ADULT INSTITUTE INC EIN 11-2030172 · last filed 990 for 2025
- THE NEW YORK FOUNDLING EIN 13-1624123 · last filed 990 for 2025
- YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER NEW YORK EIN 13-1624228 · last filed 990 for 2024
- JEWISH BOARD OF FAMILY & CHILDRENS SERVICES INC EIN 13-5564937 · last filed 990 for 2025
- THE CHILDRENS AID SOCIETY EIN 13-5562191 · last filed 990 for 2025
- RISING GROUND INC EIN 13-1860451 · last filed 990 for 2025