2025-03-27T05:30:03-05:00 2024-08-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2023-09-01 261914515 BELLWETHER EDUCATION PARTNERS INC BELL 8776360909 68 HARRISON AVE STE 605 PMB 735636 BOSTON MA 02111 REBECCA GIFFORD GOLDBERG PRESIDENT 8776360909 2025-02-18 1 0 SHANNON CROWLEY P01594935 7819821001 2025-02-18 2023 2025-03-06 01:10:19Z X REBECCA GIFFORD GOLDBERG 68 HARRISON AVE STE 605 PMB 735636 BOSTON MA 02111 28320490 0 X BELLWETHER.ORG X 2007 MA HELPING ED. ORGS. ACHIEVE RESULTS THROUGH POLICY ANALYSIS/EVALUATION/STRATEGIC SUPPORT. 7 6 132 6 0 0 13212899 5276174 21373331 22627767 256362 416549 0 0 34842592 28320490 2114667 3140921 0 0 19209526 21568733 0 0 497136 4830111 6394731 26154304 31104385 8688288 -2783895 23118885 21442872 3634596 4515117 19484289 16927755 X BELLWETHER IS A NATIONAL NONPROFIT THAT EXISTS TO TRANSFORM EDUCATION TO ENSURE YOUNG PEOPLE ACHIEVE OUTCOMES THAT LEAD TO FULFILLING LIVES AND FLOURISHING COMMUNITIES. WE WORK HAND IN HAND WITH EDUCATION LEADERS AND ORGANIZATIONS TO ACCELERATE THEIR IMPACT, INFORM AND INFLUENCE POLICY AND PROGRAM DESIGN, AND SHARE WHAT WE LEARN ALONG THE WAY. 0 0 27024175 3140921 22627767 WE SUPPORT EDUCATION ORGANIZATIONS AND LEADERS THROUGH A BLEND OF GRANT-FUNDED PROGRAMS TO BENEFIT THE FIELD AT LARGE AND CUSTOMIZED CONSULTING SERVICES FOR ORGANIZATIONS AND INDIVIDUALS IN PUBLIC EDUCATION. OUR ACTIVITIES FOCUS ON: THOUGHT LEADERSHIP AND PUBLISHING FOR THE FIELD, STRATEGIC ADVISING AND CONSULTING, AND EVALUATION. BELLWETHER'S PROGRAMS AND SERVICES ARE AIMED AT IMPROVING THE EFFECTIVENESS OF EDUCATION ORGANIZATIONS AT A CRUCIAL MOMENT FOR YOUNG PEOPLE. THIS REQUIRES DRAMATICALLY BETTER OUTCOMES FROM OUR PUBLIC EDUCATION SYSTEM. DURING NEARLY TWO DECADES OF OPERATIONS, WE HAVE REACHED OVER 700 ORGANIZATIONS THROUGH STRATEGIC ADVISING AND CONSULTING, THOUGHT LEADERSHIP AND EVALUATION SERVICES AND WE HAVE REACHED COUNTLESS OTHERS THROUGH HUNDREDS OF PUBLICATIONS, BLOG POSTS, AND RESOURCES ON KEY ISSUES REGARDING EDUCATION POLICY AND PRACTICE. 27024175 1 1 0 0 0 0 0 0 0 0 1 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 88 0 1 132 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA CA NY IL GA HI IN TN VA X DANIEL SZEKELY 8776360909 68 HARRISON AVE STE 605 PMB 735636 BOSTON MA 02111 ANDREW ROTHERHAM PARTNER, POLICY AND EVALUATION 40.00 X 431670 0 31178 MARY WELLS PRESIDENT/PARTNER-STRATEGIC ADVISING 40.00 X X 372769 0 22976 REBECCA GIFFORD GOLDBERG PARTNER, STRATEGIC ADVISING 40.00 X 370297 0 13989 JENNIFER SCHIESS PARTNER, POLICY & EVALUATION 40.00 X 344792 0 33864 JULIE SQUIRE PARTNER, POLICY AND EVALUATION 40.00 X 318500 0 21995 MELISSA STEEL KING PARTNER, POLICY AND EVALUATION 40.00 X 296437 0 12211 ANSON JACKSON PARTNER, STRATEGIC ADVISING 40.00 X 292687 0 26182 DAWANA WILLIAMSON COO, PARTNER 40.00 X 285581 0 29251 ALEX CORTEZ PARTNER, STRATEGIC ADVISING 40.00 X 276851 0 19572 AKESHIA CRAVEN-HOWELL PARTNER, STRATEGIC ADVISING 40.00 X 274994 0 18289 NICHOLAS LEE PARTNER, POLICY AND EVALUATION 40.00 X 269382 0 12574 GRACE HEINTZ CHAIRMAN/DIR. & SECRETARY 5.00 X X 0 0 0 AARON MILLER DIRECTOR/TREASURER 5.00 X X 0 0 0 EBONY LEE DIRECTOR 5.00 X 0 0 0 TINA FERNANDEZ DIRECTOR 5.00 X 0 0 0 PAUL REVILLE DIRECTOR 5.00 X 0 0 0 LT GENERAL CHARLES HOOPER DIRECTOR 5.00 X 0 0 0 3533960 0 242081 76 0 1 0 AGUAS CONSULTING LLC 991 TAYLOR STREET SAN JOSE CA 95112 FISCALLY SPONSORED PROGRAM SUPPORT 398500 LEADING ELEPHANTS LLC 598 BLEEKER STREET CHARLOTTESVILLE VA 22903 PROFESSIONAL DEVELOPMENT/DEI 327356 PILLARS LLC 149 W STREET NORTHWEST APT 33 WASHINGTON DC 20001 PROJECT CONSULTING SUPPORT 294599 HELLER CONSULTING INC 145 CORTE MADERA TOWN CENTER CORTE MADERA CA 94925 SALESFORCE SUPPORT 131770 4 5276174 5276174 PROGRAM SERVICE FEES 611710 22627767 22627767 22627767 416549 416549 28320490 22627767 0 416549 3140921 3140921 2452791 1670266 520789 261736 16401697 14535552 1681290 184855 537988 480517 51008 6463 901590 769260 119095 13235 1274667 1106592 143760 24315 65082 65082 112502 112502 2971242 2676359 294129 754 5782 5782 337428 241212 96216 91165 78513 10568 2084 1417528 1168181 249347 68853 60001 7278 1574 92705 79840 10745 2120 FISCAL SPONSORSHIP 902056 902056 DUES AND SUBSCRIPTIONS 292726 108058 184668 MISCELLANEOUS 37662 1065 36597 31104385 27024175 3583074 497136 1943786 1389110 3664161 1320065 4240839 2116634 2322734 3448620 260984 384902 272403 163771 109463 108632 9156823 11667926 188945 106513 1231150 900470 23118885 21442872 3444955 4408217 189641 106900 3634596 4515117 X 9715676 12086956 9768613 4840799 19484289 16927755 23118885 21442872 -2783895 227361 0 X 0 1 X 1 0 X 8039945 6681640 6312054 13212899 5276174 39522712 10493441 11960125 11825501 21373331 22627767 78280165 18533386 18641765 18137555 34586230 27903941 117802877 5936444 2606379 4992023 11109105 2344157 26988108 1482203 2763564 3476289 6876794 6706994 21305844 7418647 5369943 8468312 17985899 9051151 48293952 69508925 45221 22705 9896 256362 416549 750733 45221 22705 9896 256362 416549 750733 18578607 18664470 18147451 34842592 28320490 118553610 0.58630 0.57780 0.00630 0.00330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 272403 163771 108632 108632 CORPORATE BONDS 8215262 F FEDERAL AND MUNICIPAL OBLIGATIONS 3452664 F 11667926 OPERATING RIGHT-OF-USE LEASE LIABILITIES 106900 106900 X 28547851 227361 227361 28320490 0 28320490 31104385 0 31104385 0 31104385 PART X, LINE 2: THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION SUBJECT TO SECTION 501(C)(3) OF THE IRC. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 EDUCATION FOUNDATION OF SARASOTA COUNTY INC 1960 LANDINGS BLVD SUITE 120 SARASOTA FL 34231 592320858 501(C)(3) 100000 0 TO SUPPORT DESIGNING OR DEVELOPING NEW SOLUTIONS TO HELP FAMILIES FURTHEST FROM OPPORTUNITY ACCESS FLEXIBLE, PERSONALIZED LEARNING OPTIONS EDWARD CHARLES FOUNDATION 269 SOUTH BEVERLY DRIVE SUITE 338 BEVERLY HILLS CA 90212 264245043 501(C)(3) 400000 0 TO SUPPORT DESIGNING OR DEVELOPING AND LAUNCHING, PILOTING, OR IMPLEMENTING NEW SOLUTIONS TO HELP FAMILIES FURTHEST FROM OPPORTUNITY ACCESS FLEXIBLE, PERSONALIZED LEARNING OPTIONS FAMILIES EMPOWERED 2050 N LOOP W SUITE 230 HOUSTON TX 77018 271912105 501(C)(3) 100000 0 TO SUPPORT DESIGNING OR DEVELOPING NEW SOLUTIONS TO HELP FAMILIES FURTHEST FROM OPPORTUNITY ACCESS FLEXIBLE, PERSONALIZED LEARNING OPTIONS GREATSCHOOLS INC 66 FRANKLIN ST SUITE 300 OAKLAND CA 94607 943311628 501(C)(3) 100000 0 TO SUPPORT DESIGNING OR DEVELOPING NEW SOLUTIONS TO HELP FAMILIES FURTHEST FROM OPPORTUNITY ACCESS FLEXIBLE, PERSONALIZED LEARNING OPTIONS INSTITUTE FOR QUALITY EDUCATION 101 W OHIO ST SUITE 700 INDIANAPOLIS IN 46204 351836687 501(C)(3) 100000 0 TO SUPPORT DESIGNING OR DEVELOPING NEW SOLUTIONS TO HELP FAMILIES FURTHEST FROM OPPORTUNITY ACCESS FLEXIBLE, PERSONALIZED LEARNING OPTIONS PRIMARY CLASS INC DBA ODYSSEY 228 PARK AVE S PMB 18249 NEW YORK NY 10003 873895718 100000 0 TO SUPPORT DESIGNING OR DEVELOPING NEW SOLUTIONS TO HELP FAMILIES FURTHEST FROM OPPORTUNITY ACCESS FLEXIBLE, PERSONALIZED LEARNING OPTIONS PAUL QUINN COLLEGE 3837 SIMPSON STUART RD DALLAS TX 75241 741238438 501(C)(3) 100000 0 TO SUPPORT SUBGRANT FOR TEA CHARTER SCHOOL INCUBATOR SUBC / IN DISTRICT CHARTER PROGRAM THE CHILDREN'S SCHOLARSHIP FUND 180 LOUDON RD CONCORD NH 03301 134002189 501(C)(3) 400000 0 TO SUPPORT DESIGNING OR DEVELOPING AND LAUNCHING, PILOTING, OR IMPLEMENTING NEW SOLUTIONS TO HELP FAMILIES FURTHEST FROM OPPORTUNITY ACCESS FLEXIBLE, PERSONALIZED LEARNING OPTIONS UNIVERSITY OF SOUTH CAROLINA 1600 HAMPTON STREET SUITE 612 COLUMBIA SC 29208 576001153 501(C)(3) 10000 0 TO SUPPORT SUB-GRANT TO UNIVERSITY OF SOUTH CAROLINA FOR SUPPORT OF POLICY ACADEMY GROUNDSWELL NETWORK INC 282 SACKETT ST APT 4 BROOKLYN NY 11231 931682003 501(C)(3) 24000 0 TO SUPPORT FINAL TRANSFER OF FUNDS HELD UNDER FISCAL SPONSORSHIP AGREEMENT EDBUILD INC 740 15TH ST NW SUITE 800 WASHINGTON DC 20005 471019692 501(C)(3) 1676921 0 TO SUPPORT FINAL TRANSFER OF FUNDS HELD UNDER FISCAL SPONSORSHIP AGREEMENT 8 1 PART I, LINE 2: BELLWETHER DOES NOT MONITOR THE USE OF GRANTS PAID TO FISCALLY SPONSORED PROGRAMS, UPON SPINOUT, IN CASES WHEN THE FUNDING RESTRICTIONS HAVE BEEN MET OR GRANTS HAVE BEEN RE-ASSIGNED BY THE ORIGINAL FUNDER. BECAUSE THEY WERE PROVIDED TO ORGANIZATIONS THAT RECEIVED TAX-EXEMPT STATUS PROVIDED UNDER SECTION 501(C)(3) AND THE RECIPIENTS ARE TAX-EXEMPT ORGANIZATIONS THAT ARE REQUIRED TO MONITOR THE USE OF THEIR CHARITABLE ASSETS. IN CASES WHEN ANY REMAINING RESTRICTIONS REMAIN IN PLACE, BELLWETHER WILL CONTINUE TO MONITOR THE SPENDING AND WORK WITH THE FORMERLY SPONSORED PROGRAM TO ENSURE COMPLIANCE. FOR FUNDER DESIGNATED SUB-GRANTS AS PART OF OUR PROGRAMMATIC WORK, NARRATIVE AND FINANCIAL REPORTS ARE REQUIRED FROM ALL SUB-GRANTEES AS PER THE PRIMARY FUNDER'S GUIDELINES. BELLWETHER MONITORS ALL PROGRAM PARTICIPATION AND ACTIVITIES AND ACTIVELY WORKS WITH SUB-GRANTEES, IN ALIGNMENT WITH BELLWETHER'S GRANT TERMS. X X X X 0 0 0 0 0 0 0 1 0 ANDREW ROTHERHAM PARTNER, POLICY AND EVALUATION 341420 0 90250 0 0 0 13200 0 17978 0 462848 0 0 0 MARY WELLS PRESIDENT/PARTNER-STRATEGIC ADVISING 296010 0 76759 0 0 0 13200 0 9776 0 395745 0 0 0 REBECCA GIFFORD GOLDBERG PARTNER, STRATEGIC ADVISING 288397 0 81900 0 0 0 13200 0 789 0 384286 0 0 0 JENNIFER SCHIESS PARTNER, POLICY & EVALUATION 262892 0 81900 0 0 0 13200 0 20664 0 378656 0 0 0 JULIE SQUIRE PARTNER, POLICY AND EVALUATION 254750 0 63750 0 0 0 13079 0 8916 0 340495 0 0 0 MELISSA STEEL KING PARTNER, POLICY AND EVALUATION 238837 0 57600 0 0 0 11895 0 316 0 308648 0 0 0 ANSON JACKSON PARTNER, STRATEGIC ADVISING 230287 0 62400 0 0 0 12087 0 14095 0 318869 0 0 0 DAWANA WILLIAMSON COO, PARTNER 237181 0 48400 0 0 0 11768 0 17483 0 314832 0 0 0 ALEX CORTEZ PARTNER, STRATEGIC ADVISING 232788 0 44063 0 0 0 11291 0 8281 0 296423 0 0 0 AKESHIA CRAVEN-HOWELL PARTNER, STRATEGIC ADVISING 229169 0 45825 0 0 0 11081 0 7208 0 293283 0 0 0 NICHOLAS LEE PARTNER, POLICY AND EVALUATION 227082 0 42300 0 0 0 10814 0 1760 0 281956 0 0 0 PART I, LINE 7 BONUSES ARE AWARDED ON AN ANNUAL BASIS WHICH ARE BASED ON A NUMBER OF FACTORS INCLUDING: THE OVERALL FINANCIAL HEALTH OF THE ORGANIZATION, THE INDIVIDUAL'S CONTRIBUTION TO THE ORGANIZATION, HOW BUSY THE SERVICE LINE IN WHICH THAT INDIVIDUAL WORKS WAS DURING THE YEAR, AND HOW THE PERSON HELPED TO BUILD THE ORGANIZATION AND CONTRIBUTE TO THE CULTURE. SEE THE DESCRIPTION OF THE MANAGEMENT COMPENSATION POLICY ON SCHEDULE O. FORM 990, PART VI, SECTION B, LINE 11B ONCE THE FORM 990 IS COMPLETE, IT IS SENT TO MARY WELLS, PRESIDENT, AS WELL AS TO THE BOARD MEMBERS COMPRISING THE AUDIT COMMITTEE. THE FORM 990 IS REVIEWED AND NOTES AND QUESTIONS ARE DISCUSSED. THE FORM 990 IS THEN CIRCULATED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, DIRECTORS, KEY EMPLOYEES, OFFICERS AND MEMBERS OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS WHO HAVE A DIRECT OR INDIRECT FINANCIAL INTEREST (I.E. INTERESTED PERSON) HAVE A DUTY TO DISCLOSE AND SHALL FULLY DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. UPON DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST AND ALL MATERIAL FACTS AND AFTER DISCUSSION WITH THE INTERESTED PERSON HE OR SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DETERMINE IF A CONFLICT OF INTEREST EXISTS. THE MINUTES TO THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN THE NAMES OF PERSONS WHO DISCLOSED OR WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT AND THE DECISION AS TO WHETHER THE CONFLICT OF INTEREST EXISTS. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A DISCLOSURE STATEMENT WHICH AFFIRMS EACH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ, UNDERSTANDS AND HAS AGREED TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 BELLWETHER EDUCATION PARTNERS ENGAGED AN OUTSIDE FIRM TO CONDUCT AN EXTENSIVE COMPENSATION STUDY IN FY24 TO ENSURE THAT COMPENSATION FOR THE PRESIDENT, ALL PARTNERS AND EXECUTIVES WERE REASONABLE AND COMPARABLE WITH OTHER INSTITUTIONS IN THE SAME INDUSTRY. A RANGE OF SOURCES ACROSS MULTIPLE SECTORS - EDUCATION, RESEARCH INSTITUTES & PUBLIC POLICY, PRIVATE, NONPROFIT - WERE REVIEWED AND COMPARED TO ASSESS THE DEGREE TO WHICH BELLWETHER COMPENSATION EXCEEDED OR FELL BELOW NATIONAL BENCHMARKS. ONCE THE COMPENSATION WAS ESTABLISHED, THE BOARD OF DIRECTORS REVIEWED AND APPROVED. ALL DATA, DELIBERATIONS AND DECISIONS WERE DOCUMENTED CONTEMPORANEOUSLY. THOSE MEMBERS OF THE BOARD WHOSE COMPENSATION WAS BEING DETERMINED DID NOT PARTICIPATE IN THE REVIEW OR APPROVAL. CURRENT YEAR COMPENSATION ADJUSTMENTS ARE REVIEWED AND APPROVED BY THE BOARD AS PART OF THE BUDGET PROCESS. THIS PROCESS WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY & FINANCIAL STATEMENTS UPON REQUEST. CONTACT INFORMATION IS AVAILABLE ON THE ORGANIZATION'S WEBSITE.