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Nonprofiteer
← BELLWETHER EDUCATION PARTNERS INC

Form 990 for tax year 2023

Filed by BELLWETHER EDUCATION PARTNERS INC.

Totals

Total revenue
$28,320,490
Total expenses
$31,104,385
Contributions and grants received
$5,276,174
Grants paid
$3,140,921
Program services expenses (Part IX)
$27,024,175
Management and general expenses
$3,583,074
Fundraising expenses
$497,136
Program service expenses (Part III)
$27,024,175

Program services were 86.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANDREW ROTHERHAM

    PARTNER, POLICY AND EVALUATION

    Total calculated
    $462,848
    From this org
    $431,670
    From related orgs
    $0
    Other
    $31,178
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $341,420
    Bonus
    $90,250
    Other
    $0
    Deferred
    $13,200
    Nontaxable benefits
    $17,978
    Filer's total
    $462,848

  • MARY WELLS

    PRESIDENT/PARTNER-STRATEGIC ADVISING

    Total calculated
    $395,745
    From this org
    $372,769
    From related orgs
    $0
    Other
    $22,976
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $296,010
    Bonus
    $76,759
    Other
    $0
    Deferred
    $13,200
    Nontaxable benefits
    $9,776
    Filer's total
    $395,745

  • REBECCA GIFFORD GOLDBERG

    PARTNER, STRATEGIC ADVISING

    Total calculated
    $384,286
    From this org
    $370,297
    From related orgs
    $0
    Other
    $13,989
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $288,397
    Bonus
    $81,900
    Other
    $0
    Deferred
    $13,200
    Nontaxable benefits
    $789
    Filer's total
    $384,286

  • JENNIFER SCHIESS

    PARTNER, POLICY & EVALUATION

    Total calculated
    $378,656
    From this org
    $344,792
    From related orgs
    $0
    Other
    $33,864
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $262,892
    Bonus
    $81,900
    Other
    $0
    Deferred
    $13,200
    Nontaxable benefits
    $20,664
    Filer's total
    $378,656

  • JULIE SQUIRE

    PARTNER, POLICY AND EVALUATION

    Total calculated
    $340,495
    From this org
    $318,500
    From related orgs
    $0
    Other
    $21,995
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $254,750
    Bonus
    $63,750
    Other
    $0
    Deferred
    $13,079
    Nontaxable benefits
    $8,916
    Filer's total
    $340,495

  • MELISSA STEEL KING

    PARTNER, POLICY AND EVALUATION

    Total calculated
    $308,648
    From this org
    $296,437
    From related orgs
    $0
    Other
    $12,211
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $238,837
    Bonus
    $57,600
    Other
    $0
    Deferred
    $11,895
    Nontaxable benefits
    $316
    Filer's total
    $308,648

  • ANSON JACKSON

    PARTNER, STRATEGIC ADVISING

    Total calculated
    $318,869
    From this org
    $292,687
    From related orgs
    $0
    Other
    $26,182
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,287
    Bonus
    $62,400
    Other
    $0
    Deferred
    $12,087
    Nontaxable benefits
    $14,095
    Filer's total
    $318,869

  • DAWANA WILLIAMSON

    COO, PARTNER

    Total calculated
    $314,832
    From this org
    $285,581
    From related orgs
    $0
    Other
    $29,251
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,181
    Bonus
    $48,400
    Other
    $0
    Deferred
    $11,768
    Nontaxable benefits
    $17,483
    Filer's total
    $314,832

  • ALEX CORTEZ

    PARTNER, STRATEGIC ADVISING

    Total calculated
    $296,423
    From this org
    $276,851
    From related orgs
    $0
    Other
    $19,572
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,788
    Bonus
    $44,063
    Other
    $0
    Deferred
    $11,291
    Nontaxable benefits
    $8,281
    Filer's total
    $296,423

  • AKESHIA CRAVEN-HOWELL

    PARTNER, STRATEGIC ADVISING

    Total calculated
    $293,283
    From this org
    $274,994
    From related orgs
    $0
    Other
    $18,289
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,169
    Bonus
    $45,825
    Other
    $0
    Deferred
    $11,081
    Nontaxable benefits
    $7,208
    Filer's total
    $293,283

  • NICHOLAS LEE

    PARTNER, POLICY AND EVALUATION

    Total calculated
    $281,956
    From this org
    $269,382
    From related orgs
    $0
    Other
    $12,574
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,082
    Bonus
    $42,300
    Other
    $0
    Deferred
    $10,814
    Nontaxable benefits
    $1,760
    Filer's total
    $281,956

  • GRACE HEINTZ

    CHAIRMAN/DIR. & SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • AARON MILLER

    DIRECTOR/TREASURER

    Total calculated
    $0
    Hours/week
    5

  • EBONY LEE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • TINA FERNANDEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • PAUL REVILLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • LT GENERAL CHARLES HOOPER

    DIRECTOR

    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 — 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

  • EDBUILD INC

    $1,676,921

    TO SUPPORT FINAL TRANSFER OF FUNDS HELD UNDER FISCAL SPONSORSHIP AGREEMENT

  • EDWARD CHARLES FOUNDATION

    $400,000

    TO SUPPORT DESIGNING OR DEVELOPING AND LAUNCHING, PILOTING, OR IMPLEMENTING NEW SOLUTIONS TO HELP FAMILIES FURTHEST FROM OPPORTUNITY ACCESS FLEXIBLE, PERSONALIZED LEARNING OPTIONS

  • THE CHILDREN'S SCHOLARSHIP FUND

    $400,000

    TO SUPPORT DESIGNING OR DEVELOPING AND LAUNCHING, PILOTING, OR IMPLEMENTING NEW SOLUTIONS TO HELP FAMILIES FURTHEST FROM OPPORTUNITY ACCESS FLEXIBLE, PERSONALIZED LEARNING OPTIONS

  • INSTITUTE FOR QUALITY EDUCATION

    $100,000

    TO SUPPORT DESIGNING OR DEVELOPING NEW SOLUTIONS TO HELP FAMILIES FURTHEST FROM OPPORTUNITY ACCESS FLEXIBLE, PERSONALIZED LEARNING OPTIONS

  • EDUCATION FOUNDATION OF SARASOTA COUNTY INC

    $100,000

    TO SUPPORT DESIGNING OR DEVELOPING NEW SOLUTIONS TO HELP FAMILIES FURTHEST FROM OPPORTUNITY ACCESS FLEXIBLE, PERSONALIZED LEARNING OPTIONS

  • PAUL QUINN COLLEGE

    $100,000

    TO SUPPORT SUBGRANT FOR TEA CHARTER SCHOOL INCUBATOR SUBC / IN DISTRICT CHARTER PROGRAM

  • PRIMARY CLASS INC DBA ODYSSEY

    $100,000

    TO SUPPORT DESIGNING OR DEVELOPING NEW SOLUTIONS TO HELP FAMILIES FURTHEST FROM OPPORTUNITY ACCESS FLEXIBLE, PERSONALIZED LEARNING OPTIONS

  • FAMILIES EMPOWERED

    $100,000

    TO SUPPORT DESIGNING OR DEVELOPING NEW SOLUTIONS TO HELP FAMILIES FURTHEST FROM OPPORTUNITY ACCESS FLEXIBLE, PERSONALIZED LEARNING OPTIONS

  • GREATSCHOOLS INC

    $100,000

    TO SUPPORT DESIGNING OR DEVELOPING NEW SOLUTIONS TO HELP FAMILIES FURTHEST FROM OPPORTUNITY ACCESS FLEXIBLE, PERSONALIZED LEARNING OPTIONS

  • GROUNDSWELL NETWORK INC

    $24,000

    TO SUPPORT FINAL TRANSFER OF FUNDS HELD UNDER FISCAL SPONSORSHIP AGREEMENT

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
18 February 2025
IRS schema version
2023v6.0
Source object
202530869349300103

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

The source document this was parsed from is served over the API, which is where bulk and document access live.