Form 990 for tax year 2023

Totals

Total revenue

$21,415,739

Total expenses

$23,090,325

Contributions and grants received

$200,000

Grants paid

$14,645,178

Program service revenue

$0

Investment income

$21,215,739

Other revenue

$0

Total assets, end of year

$519,417,333

Total liabilities, end of year

$11,587,961

Net assets or fund balances, end of year

$507,829,372

Program services expenses (Part IX)

$18,742,913

Management and general expenses

$4,347,412

Fundraising expenses

$0

Program service expenses (Part III)

$18,742,913

Program services were 81.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• THE NELLIE MAE EDUCATION FOUNDATION ("FOUNDATION") STRATEGY IS INCLUSIVE OF GRANTMAKING, BUILDING THE CAPACITY AND SUSTAINABILITY OF ORGANIZATIONS AND SCHOOLS THAT WORK TO PROMOTE RACIAL EQUITY IN PUBLIC EDUCATION, PARTNERSHIPS AND ADVOCACY EFFORTS, AS WELL AS OTHER SUPPORTING ACTIVITIES. OUR GRANTMAKING ENCOMPASSES FOUR CORE FUNDS STRUCTURED TO REINFORCE ONE ANOTHER IN ADVANCING OUR MISSION TO ENSURE A HIGH QUALITY EDUCATION IS READILY AVAILABLE TO EVERY CHILD. ADDITIONALLY, AS PART OF OUR CORE GRANT FUNDS, THE FOUNDATION PROVIDES A ROBUST LEARNING COMMUNITY AND CAPACITY BUILDING SUPPORTS. SEE SCHEDULE O FOR CONTINUATION OF PROGRAM SERVICE ACCOMPLISHMENTS.SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR:THE NELLIE MAE EDUCATION FOUNDATION HAS A RICH HISTORY OF INVESTING IN COMMUNITY-DRIVEN TRANSFORMATION AND PARTNERSHIPS THAT SUPPORT ALL YOUNG PEOPLE, WITH A FOCUS ON THE LOWEST RESOURCED SCHOOLS AND THOSE FURTHEST FROM OPPORTUNITIES. ORGANIZATIONS LED BY THOSE IN THE COMMUNITIES WE SEEK TO SERVICE ARE IN THE BEST POSITION TO ORGANIZE AND LIFT UP THE INVALUABLE VOICES OF THOSE STUDENTS AND FAMILIES WHO HAVE BEEN TRADITIONALLY EXCLUDED FROM DECISIONS MADE ABOUT THEIR SCHOOLS. THESE ORGANIZATIONS ARE ADVOCATING FOR RACIAL EQUITY IN NEW ENGLAND SCHOOLS BY IMPLEMENTING CULTURALLY RESPONSIVE TEACHING AND LEARNING; DIVERSIFYING THE TEACHER WORKFORCE; ESTABLISHING RESTORATIVE JUSTICE PRACTICES IN SCHOOLS; AND SERVING THE WHOLE CHILD AND FAMILY. BY PROVIDING MULTI-YEAR, GENERAL OPERATING SUPPORT TO ORGANIZATIONS LED BY AND SERVING PEOPLE OF COLOR, FOCUSED ON ADDRESSING RACIAL INEQUITIES IN EDUCATION, WE BELIEVE WE WILL SUPPORT THE INCREASED FINANCIAL FREEDOM AND ORGANIZATIONAL STABILITY NEEDED TO ADVANCE THEIR MISSIONS OVER THE LONG TERM. THIS, IN TURN, HELPS ENSURE THAT EVERY STUDENT IS SET UP FOR SUCCESS, HAS THE RESOURCES THEY NEED TO THRIVE ACADEMICALLY, SOCIALLY, AND EMOTIONALLY, AND CAN PARTICIPATE IN A MORE RACIALLY JUST PUBLIC EDUCATION SYSTEM. AMPLIFYING YOUTH VOICE & LEADERSHIP: TO ENACT MEANINGFUL CHANGE, IT'S IMPORTANT THAT WE DEEPEN OUR UNDERSTANDING OF WHERE EQUITY AND ACCESS GAPS EXIST. YOUTH, PARTICULARLY YOUTH OF COLOR, DIRECTLY EXPERIENCE EDUCATIONAL INEQUITIES, BUT THEIR VOICE IS USUALLY LEFT OUT OF DISCUSSIONS AROUND SOLVING THOSE PROBLEMS. YOUTH NEED SPACE TO ARTICULATE THEIR IDEAS, CONCERNS AND EXPERIENCES, AND SUPPORT TO BUILD THE SKILLS AND CAPACITY TO ARTICULATE, ADVOCATE FOR, AND EFFECT THE CHANGES THEY SEEK IN EDUCATION.YOUTH ORGANIZING GROUPS CAN ACHIEVE INCREASED IMPACT BY COLLABORATING WITH EACH OTHER. BUT WITHOUT DEDICATED FUNDING, IT CAN BE DIFFICULT FOR YOUTH ORGANIZING GROUPS TO FIND SUFFICIENT RESOURCES TO SHARE BEST PRACTICES AND BUILD CAPACITY. WHEN YOUNG PEOPLE CAN WORK COLLECTIVELY, THEY CAN BUILD POWER, AND INCREASE MOMENTUM AND MOVEMENT TOWARDS SHARED ACTION.THEREFORE, THE NELLIE MAE EDUCATION FOUNDATION SUPPORTS THE CAPACITY OF INDIVIDUAL YOUTH ORGANIZING GROUPS WHILE ALSO SUPPORTING THEIR COLLABORATION THROUGH A NEW ENGLAND WIDE NETWORK. AS A RESULT, MEMBER ORGANIZATIONS WILL BECOME MORE EFFECTIVE AT PURSUING THEIR AGENDAS AND MOVE TOWARDS MORE COLLABORATIVE AND ALIGNED WORK, INCREASING AND STRENGTHENING THE POWER OF YOUTH VOICE IN THE REGION OVERALL. WITH YOUTH VOICE ELEVATED, WE CAN BETTER UNDERSTAND WHERE AND WHY OPPORTUNITY GAPS EXIST, AND BEGIN CREATING A PUBLIC EDUCATION SYSTEM THAT IS RESPONSIVE TO THEIR NEEDS. ADVANCING COMMUNITY-SCHOOL PARTNERSHIPS: WE BELIEVE THAT THE BEST WAY TO ACHIEVE EQUITY IN EDUCATION IS TO WORK WITH COMMUNITIES AND ORGANIZATIONS WHO ARE TRANSFORMING THEIR OWN SCHOOLS TO CREATE A MORE EQUITABLE PUBLIC EDUCATION SYSTEM FOR ALL STUDENTS. TO THAT END, WE SUPPORT COMMUNITY-SCHOOL PARTNERSHIPS THAT ARE IDENTIFYING BARRIERS IN THEIR SCHOOL SYSTEMS, DEVELOPING REAL SOLUTIONS TO ADDRESS THESE BARRIERS, AND IMPLEMENTING THEM AT SCALE.WHEN SCHOOLS WORK IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS, STUDENTS ARE MORE LIKELY TO GET THE SUPPORT THEY NEED TO THRIVE. WE KNOW THAT WHEN COMMUNITY MEMBERS ARE WELCOMED INTO THE SCHOOL ENVIRONMENT AND PLAY A KEY ROLE IN DECISION-MAKING, ALL YOUNG PEOPLE BENEFIT. ROBUST COMMUNITY-SCHOOL PARTNERSHIPS ARE ESSENTIAL TO FOSTERING RELATIONSHIPS OF TRUST AND RESPECT, AND BUILDING THE CAPACITY OF ALL STAKEHOLDERS INSIDE AND OUTSIDE OF THE SCHOOL BUILDING. SUCH PARTNERSHIPS CAN HELP FACILITATE INCLUSIVE DECISION-MAKING PROCESSES, AND LEVERAGE LOCAL RESOURCES AND EXPERTISE TO ADDRESS EDUCATIONAL INEQUITIES. THE ULTIMATE PURPOSE OF THIS GRANT FUND IS TO SUPPORT COMMUNITY-DRIVEN PARTNERSHIPS BETWEEN DISTRICTS AND THEIR COMMUNITIES TO ADVANCE RACIAL EQUITY AND EXCELLENT, STUDENT-CENTERED PUBLIC EDUCATION. STUDENT EXPERIENCE EVENTUALLY AFFECTS ALL OF US, WHICH MEANS WE HAVE A SHARED RESPONSIBILITY TO MAKE SURE IT'S BUILT WITH EVERY STUDENT IN MIND. STRENGTHENING PARTNERSHIPS AND MOVEMENT BUILDING:WE ARE COMMITTED TO CONVENING AND SUPPORTING ORGANIZATIONS WORKING TO ADVANCE EQUITY AND EDUCATION JUSTICE, BECAUSE WHEN ORGANIZATIONS COME TOGETHER AND ARE ABLE TO SHARE KNOWLEDGE, RESOURCES, AND GOALS, THEY ARE BETTER EQUIPPED TO ACHIEVE LASTING CHANGE. WE UNDERSTAND THAT MANY OF THE RACIAL EQUITY BARRIERS THAT EXIST IN OUR EDUCATION SYSTEM ARE IN PART SHAPED BY INEQUITABLE POLICIES, PAST AND PRESENT. WE SUPPORT EXISTING AND EMERGING PARTNERSHIPS, MOVEMENTS, AND COALITIONS THAT ARE LOOKING TO IDENTIFY AND DISMANTLE STATE AND FEDERAL POLICY BARRIERS AND PROMOTE INCLUSIVE POLICY DESIGN TO ADVANCE RACIAL EQUITY IN PUBLIC EDUCATION.ADDITIONALLY, WE BELIEVE THAT IF WE SUPPORT OUR GRANTEES TO BUILD RELATIONSHIPS WITH EACH OTHER, WHILE SIMULTANEOUSLY BUILDING AND CONNECTING WITH STATE AND NATIONAL COALITIONS, THEN ORGANIZATIONS WILL FIND OPPORTUNITIES TO ALIGN THEIR WORK AND USE THEIR COLLECTIVE POWER TO ADVANCE A SHARED VISION FOR EQUITY. OUR STRENGTHENING PARTNERSHIPS AND MOVEMENT BUILDING FUND IS COMPRISED OF THREE SUB-FUNDS: 1) ADVOCACY; 2) COALITIONS AND 3) PARTNERSHIPS.ADDITIONAL FUNDS:AS PART OF OUR REINFORCING ACTIVITIES, WE ALSO HAVE TWO POOLS OF FUNDING THAT OFFER SUPPORT FOR MORE TIME SENSITIVE REQUESTS IN THE NEW ENGLAND REGION:RAPID RESPONSE - OUR RAPID RESPONSE FUND PROVIDES SHORT-TERM, TIME-SENSITIVE SUPPORT IN COMMUNITIES THAT HAVE EXPERIENCED A CRITICAL CONDITION THAT AFFECTS RACIAL EQUITY IN EDUCATION.EVENT SPONSORSHIPS - OUR EVENT SPONSORSHIP FUND PROVIDES FUNDING FOR ORGANIZATIONS HOSTING EVENTS SUCH AS FUNDRAISERS, TRAININGS, CONFERENCES, OR THE LIKE FOCUSED ON ADVANCING RACIAL EQUITY IN PUBLIC EDUCATION.

  Expenses $18,742,913 · Grants $14,645,178

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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

• SCHOTT FOUNDATION FOR PUBLIC EDUCATION

  $1,750,000

  ACCELERATING STRATEGIC IMPACT ACROSS NEW ENGLAND

• PORTLAND EMPOWERED MAINE IMMIGRANTS' RIGHTS COALITION (MIRC)

  $523,070

  SUPPORTING COMMUNITY-SCHOOL PARTNERSHIPS

• ROGER WILLIAMS UNIVERSITY

  $355,000

  AMPLIFYING YOUTH VOICES

• CENTRAL FALLS SCHOOL DISTRICT

  $312,000

  SUPPORTING COMMUNITY-SCHOOL PARTNERSHIPS

• STUDENTS FOR EDUCATIONAL JUSTICE (SEJ)

  $292,623

  SUPPORTING COMMUNITY-SCHOOL PARTNERSHIPS

• AMALGAMATED CHARITABLE FOUNDATION

  $250,000

  EDUCATION FORWARD FUND

• FUND FOR THE CITY OF NEW YORK

  $250,000

  EXECUTIVE LEADERSHIP CAPACITY BUILDING INITIATIVE

• NATIONAL EQUITY PROJECT

  $250,000

  SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR

• ROGER WILLIAMS UNIVERSITY

  $250,000

  AMPLIFYING YOUTH VOICES

• SCHOOL BOARD PARTNERS

  $250,000

  SPB NEW ENGLAND FELLOWS

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

Provenance

Return type

form_990

Tax year

2023

Filed

14 November 2024

IRS schema version

2023v5.1

Source object

202423209349310742

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.