BLUE MERIDIAN PARTNERS INC Charity Report

Public IRS 990 nonprofit record

BLUE MERIDIAN PARTNERS INC

EIN 81-5086187 · Fund Raising & Fund Distribution - Human Services (P12)

What they do

BLUE MERIDIAN PARTNERS (BMP) FINDS and FUNDS SCALABLE SOLUTIONS to PROBLEMS THAT TRAP AMERICAS YOUTH and FAMILIES IN POVERTY and LIMIT ECONOMIC MOBILITY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $97.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders24 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

197.32%of revenue went to mission work97.3% of expenses · Program services

2.37%of revenue went to fundraising1.2% of expenses

$44.93spent for every $100 of revenueRevenue covered expenses this year.

3.08%of revenue went to management and office costs1.5% of expenses

$5.96in assets for every $1 spent this yearSome assets cannot be spent right away.

16.6%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $1,321,215 for NANCY ROOB (CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$199,491,359

Mission workProgram services$393,641,243197.32% of revenue97.3% of expenses

ManagementOffice and general costs$6,143,6243.08% of revenue1.5% of expenses

FundraisingAsking for donations$4,725,5412.37% of revenue1.2% of expenses

Total expenses$404,510,408202.77% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 97.3% mission · 1.5% management · 1.2% fundraisingTotal expenses: 202.77% of revenue

2022Expense mix: 98.4% mission · 1.1% management · 0.5% fundraisingTotal expenses: 136.32% of revenue

2021Expense mix: 98.0% mission · 1.5% management · 0.5% fundraisingTotal expenses: 34.04% of revenue

2020Expense mix: 99.0% mission · 0.6% management · 0.4% fundraisingTotal expenses: 219.60% of revenue

2019Expense mix: 99.0% mission · 0.6% management · 0.4% fundraisingTotal expenses: 35.79% of revenue

2018Expense mix: 99.0% mission · 0.6% management · 0.3% fundraisingTotal expenses: 76.36% of revenue

2017Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 62.24% of revenue

Money in and money out

Revenue$900,250,446

Expenses$404,510,408

Annual surplus $495,740,038 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$393,641,243 · 97.3% of expenses

Management and office costs$6,143,624 · 1.5% of expenses

Fundraising$4,725,541 · 1.2% of expenses

See all reported dollar amounts

Revenue$900,250,446

Expenses$404,510,408

Assets$2,412,799,157

Income$2,360,309,617

Contributions$149,045,328

Mission work (program services)$393,641,243

Fundraising$4,725,541

Grants given$1,994,901,537

Average grant$4,452,905

Management and general$6,143,624

Executive compensation (total)$3,621,598

Stocks and bonds$615,848,332

Accounting fees$98,622

Investing fees$1,062,179

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

NANCY ROOBCEO · 50 hrs/week $1,321,215Base $1,203,245 · Other $117,970

JAMES H SHELTON PRESIDENTCHIEF INVESTMENT AND IMPACT OFFICER · 50 hrs/week $1,006,426Base $895,411 · Other $111,015

KAY NEMOTO CHIEF FINANCIALBUSINESS OFFICER & TREASURER · 50 hrs/week $776,749Base $694,776 · Other $81,973

TIA BREAKLEY CHIEF STRATDEVELOP. OFF./CHIEF GOVERN. OFF. · 50 hrs/week $724,287Base $614,625 · Other $109,662

KELLY L CAMPBELLMAN. DIR., PORTFOLIO STRATEGY & MGMT · 50 hrs/week $669,803Base $611,784 · Other $58,019

MICAH L CARRCHIEF BRANDING OFFICER · 50 hrs/week $664,088Base $577,806 · Other $86,282

CECILIA GUTIERREZMAN. DIR., PORTFOLIO STRATEGY & MGMT · 50 hrs/week $623,273Base $557,930 · Other $65,343

MINDY S TARLOW MAN DIR PORTFOLIOSTRATEGY & MGMT (UNTIL 12/31/23) · 50 hrs/week $620,249Base $542,024 · Other $78,225

LISSETTE RODRIGUEZMAN. DIR., PORTFOLIO STRATEGY & MGMT · 50 hrs/week $620,157Base $531,454 · Other $88,703

MALGORZATA LONGMAN. DIR., PORTFOLIO STRATEGY & MGMT · 50 hrs/week $590,445Base $508,020 · Other $82,425

ELIZABETH PAWLSONMAN. DIR., PORTFOLIO STRATEGY & MGMT · 50 hrs/week $588,266Base $516,418 · Other $71,848

SPENCER KYMPTONMAN. DIR., PORTFOLIO STRATEGY & MGMT · 50 hrs/week $586,632Base $494,430 · Other $92,202

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (24)

NANCY ROOBCEO

JAMES H SHELTON PRESIDENTCHIEF INVESTMENT AND IMPACT OFFICER

KAY NEMOTO CHIEF FINANCIALBUSINESS OFFICER & TREASURER

TIA BREAKLEY CHIEF STRATDEVELOP. OFF./CHIEF GOVERN. OFF.

KELLY L CAMPBELLMAN. DIR., PORTFOLIO STRATEGY & MGMT

MICAH L CARRCHIEF BRANDING OFFICER

CECILIA GUTIERREZMAN. DIR., PORTFOLIO STRATEGY & MGMT

MINDY S TARLOW MAN DIR PORTFOLIOSTRATEGY & MGMT (UNTIL 12/31/23)

LISSETTE RODRIGUEZMAN. DIR., PORTFOLIO STRATEGY & MGMT

MALGORZATA LONGMAN. DIR., PORTFOLIO STRATEGY & MGMT

ELIZABETH PAWLSONMAN. DIR., PORTFOLIO STRATEGY & MGMT

SPENCER KYMPTONMAN. DIR., PORTFOLIO STRATEGY & MGMT

ALBERT CHUNGCORPORATE SECRETARY (FROM 1/16/24)

RALPH STEFANO FORMER TREASURERSECRETARY/CFO

TIFFANY GUEYEFORMER SENIOR ADVISOR

GEOFFREY CANADA SEE SCH ODIRECTOR

KEVIN W KENNEDYDIRECTOR

JAMES M CLARKDIRECTOR

GEORGE PAVLOVDIRECTOR

RANDI TEPPERDIRECTOR

CONNIE BALLMERDIRECTOR

STACY SCHUSTERMANDIRECTOR

STANLEY DRUCKMILLERBOARD CHAIR

W DON CORNWELLDIRECTOR

About this charity

Recognized since: January 2017
Location: 685 THIRD AVENUE 19TH FLOOR, NEW YORK, NY 10017-4049
County: New York
In care of: % EDNA MCCONNELL CLARK FOUNDATION
Primary officer: KAY NEMOTO, CFBO

How to reach them

WebsiteVisit the charity’s website Emailmedia@bluemeridian.org Phone(212) 551-9100

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: RSM US LLP
NTEE classification: Fund Raising & Fund Distribution - Human Services (P12)
IRS tax category: Fund Raising & Fund Distribution
Grant-giving organization: Yes