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Nonprofiteer
← BELLWETHER EDUCATION PARTNERS INC

Form 990 for tax year 2024

Filed by BELLWETHER EDUCATION PARTNERS INC.

Totals

Total revenue
$23,589,798
Total expenses
$27,132,140
Contributions and grants received
$5,207,249
Grants paid
$224,548
Program service revenue
$17,920,914
Investment income
$461,635
Other revenue
$0
Total assets, end of year
$16,563,385
Total liabilities, end of year
$3,048,572
Net assets or fund balances, end of year
$13,514,813
Program services expenses (Part IX)
$22,495,815
Management and general expenses
$4,102,955
Fundraising expenses
$533,370
Program service expenses (Part III)
$22,495,815

Program services were 82.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MARY K WELLS

    PRESIDENT/SENIOR PARTNER UNTIL 10/24

    Total calculated
    $552,048
    From this org
    $493,811
    From related orgs
    $0
    Other
    $58,237
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $403,773
    Bonus
    $90,038
    Other
    $0
    Deferred
    $30,500
    Nontaxable benefits
    $27,737
    Filer's total
    $552,048

  • ANDREW ROTHERHAM

    SENIOR PARTNER, POLICY & EVALUATION

    Total calculated
    $533,263
    From this org
    $444,722
    From related orgs
    $0
    Other
    $88,541
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $364,102
    Bonus
    $80,620
    Other
    $0
    Deferred
    $30,500
    Nontaxable benefits
    $58,041
    Filer's total
    $533,263

  • JENNIFER SCHIESS

    SENIOR PARTNER, POLICY & EVALUATION

    Total calculated
    $444,930
    From this org
    $363,381
    From related orgs
    $0
    Other
    $81,549
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $287,308
    Bonus
    $76,073
    Other
    $0
    Deferred
    $30,500
    Nontaxable benefits
    $51,049
    Filer's total
    $444,930

  • REBECCA GIFFORD GOLDBERG

    PRES./MANAGING PARTNER AS OF 10/24

    Total calculated
    $418,138
    From this org
    $387,975
    From related orgs
    $0
    Other
    $30,163
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $318,517
    Bonus
    $69,458
    Other
    $0
    Deferred
    $15,519
    Nontaxable benefits
    $14,644
    Filer's total
    $418,138

  • JULIE SQUIRE

    SENIOR PARTNER, POLICY & EVALUATION

    Total calculated
    $374,412
    From this org
    $318,515
    From related orgs
    $0
    Other
    $55,897
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $263,710
    Bonus
    $54,805
    Other
    $0
    Deferred
    $22,992
    Nontaxable benefits
    $32,905
    Filer's total
    $374,412

  • DAWANA WILLIAMSON

    SENIOR PARTNER & COO

    Total calculated
    $366,777
    From this org
    $309,635
    From related orgs
    $0
    Other
    $57,142
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $263,448
    Bonus
    $46,187
    Other
    $0
    Deferred
    $19,078
    Nontaxable benefits
    $38,064
    Filer's total
    $366,777

  • MELISSA KING

    PARTNER, POLICY & EVALUATION

    Total calculated
    $361,408
    From this org
    $314,892
    From related orgs
    $0
    Other
    $46,516
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $256,932
    Bonus
    $57,960
    Other
    $0
    Deferred
    $30,500
    Nontaxable benefits
    $16,016
    Filer's total
    $361,408

  • ANSON JACKSON

    SENIOR PARTNER, STRATEGIC ADVISING

    Total calculated
    $360,034
    From this org
    $305,767
    From related orgs
    $0
    Other
    $54,267
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $247,807
    Bonus
    $57,960
    Other
    $0
    Deferred
    $12,635
    Nontaxable benefits
    $41,632
    Filer's total
    $360,034

  • AKESHIA CRAVEN-HOWELL

    SENIOR PARTNER, STRATEGIC ADVISING

    Total calculated
    $339,502
    From this org
    $293,290
    From related orgs
    $0
    Other
    $46,212
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $247,024
    Bonus
    $46,266
    Other
    $0
    Deferred
    $23,000
    Nontaxable benefits
    $23,212
    Filer's total
    $339,502

  • BILL DURBIN

    PARTNER, STRATEGIC ADVISING

    Total calculated
    $336,618
    From this org
    $281,614
    From related orgs
    $0
    Other
    $55,004
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $235,348
    Bonus
    $46,266
    Other
    $0
    Deferred
    $23,000
    Nontaxable benefits
    $32,004
    Filer's total
    $336,618

  • ALEXANDER CORTEZ

    PARTNER, STRATEGIC ADVISING

    Total calculated
    $326,131
    From this org
    $269,092
    From related orgs
    $0
    Other
    $57,039
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $243,183
    Bonus
    $25,909
    Other
    $0
    Deferred
    $30,500
    Nontaxable benefits
    $26,539
    Filer's total
    $326,131

  • NICHOLAS LEE

    PARTNER, POLICY & EVALUATION

    Total calculated
    $320,735
    From this org
    $283,562
    From related orgs
    $0
    Other
    $37,173
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $240,997
    Bonus
    $42,565
    Other
    $0
    Deferred
    $23,000
    Nontaxable benefits
    $14,173
    Filer's total
    $320,735

  • TITILAYO ALI

    PARTNER, POLICY & EVALUATION

    Total calculated
    $307,554
    From this org
    $271,066
    From related orgs
    $0
    Other
    $36,488
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $228,501
    Bonus
    $42,565
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $36,488
    Filer's total
    $307,554

  • GRACE HEINTZ

    SECRETARY & CHAIRMAN OF THE BOARD

    Total calculated
    $0
    Hours/week
    5

  • AARON MILLER

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • TINA FERNANDEZ

    CLERK UNTIL 04/25

    Total calculated
    $0
    Hours/week
    5

  • EBONY LEE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • PAUL REVILLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • PYPER DAVIS

    DIRECTOR AS OF 04/25

    Total calculated
    $0
    Hours/week
    5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
18 March 2026
IRS schema version
2024v5.5
Source object
202610829349300626

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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