Bellwether Education Partners Inc
- Assets
- $23.1m
- Revenue
- $34.8m
- Investments
- $9.2m
- Employees
- 109
- Location
- Sudbury, MA
- Founding
- 03/2008
- Data as of
- 08/2023
- EIN
- 26-1914515
Organization Overview
Bellwether Education Partners Inc is located in Sudbury, MA. The organization was established in 2008. According to its NTEE Classification (B60) the organization is classified as: Adult Education, under the broad grouping of Education and related organizations. As of 08/2023, Bellwether Education Partners Inc employed 109 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bellwether Education Partners Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 08/2023, Bellwether Education Partners Inc generated $34.8m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 20.0% each year . All expenses for the organization totaled $26.2m during the year ending 08/2023. While expenses have increased by 13.7% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Bellwether Education Partners Inc has awarded 50 individual grants totaling $7,155,455. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
HELPING ED. ORGS. ACHIEVE RESULTS THROUGH POLICY ANALYSIS/EVALUATION/STRATEGIC SUPPORT.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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 OUR COUNTRY WHEN OUR GOAL OF A MORE EQUITABLE DEMOCRATIC SOCIETY AS WELL AS OUR CHANGING ECONOMY DEMAND DRAMATICALLY BETTER OUTCOMES FROM OUR PUBLIC EDUCATION SYSTEM. DURING THE SIXTEEN YEARS OF OPERATIONS, WE INCREASED OUR IMPACT BY REACHING 167 ORGANIZATIONS FOR STRATEGIC ADVISING AND CONSULTING, THOUGHT LEADERSHIP AND EVALUATION SERVICES AND COUNTLESS OTHERS THROUGH PUBLICATIONS ON KEY ISSUES REGARDING INNOVATION AND REFORM, INCLUDING OUR EDUWONK AND AHEAD OF THE HEARD BLOG.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Andrew Rotherham Partner, Policy & Evaluation | Officer | 50 | $332,738 |
Mary Wells President/partner-Strategic Advising | OfficerTrustee | 50 | $335,086 |
Rebecca Goldberg Partner, Strategic Advising | Officer | 50 | $343,272 |
Jennifer Schiess Partner, Policy & Evaluation | Officer | 50 | $253,872 |
Alex Cortez Partner, Strategic Advising | 50 | $262,593 | |
Julie Squire Partner, Policy And Evaluation | Officer | 50 | $259,930 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Aguas Consulting Llc Fiscally Sponsored Program Support | 8/30/23 | $193,750 |
Driftless Consulting Project Consulting Support | 8/30/23 | $170,992 |
Pillars Llc Project Consulting Support | 8/30/23 | $209,385 |
Leading Elephants Llc Professional Development/dei | 8/30/23 | $140,100 |
Heller Consulting Inc Salesforce Support | 8/30/23 | $134,424 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $13,212,899 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $13,212,899 |
| Total Program Service Revenue | $21,373,331 |
| Investment income | $256,362 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $34,842,592 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $2,114,667 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $2,326,244 |
| Compensation of current officers, directors, key employees. | $459,081 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $14,589,522 |
| Pension plan accruals and contributions | $449,951 |
| Other employee benefits | $542,969 |
| Payroll taxes | $1,300,840 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $52,544 |
| Fees for services: Accounting | $105,430 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $2,268,156 |
| Advertising and promotion | $24,236 |
| Office expenses | $323,051 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $97,523 |
| Travel | $1,184,119 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $61,374 |
| Insurance | $63,987 |
| All other expenses | $0 |
| Total functional expenses | $26,154,304 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,943,786 |
| Savings and temporary cash investments | $3,664,161 |
| Pledges and grants receivable | $4,240,839 |
| Accounts receivable, net | $2,322,734 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $260,984 |
| Net Land, buildings, and equipment | $109,463 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $9,156,823 |
| Investments—program-related | $0 |
| Intangible assets | $188,945 |
| Other assets | $1,231,150 |
| Total assets | $23,118,885 |
| Accounts payable and accrued expenses | $3,444,955 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $189,641 |
| Total liabilities | $3,634,596 |
| Net assets without donor restrictions | $9,715,676 |
| Net assets with donor restrictions | $9,768,613 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $23,118,885 |
Grants Awarded
Over the last fiscal year, Bellwether Education Partners Inc has awarded $2,076,667 in support to 24 organizations.
| Grant Recipient | Amount |
|---|---|
A PLUS EDUCATION PARTNERSHIP PURPOSE: TO SUPPORT THE PARTICIPATION OF STAFF MEMBER(S) IN BELLWETHERS R FOR FINANCE EQUITY TRAININGS, SUMMER 2023, AND IN PUTTING THE KNOWLEDGE AND SKILLS LEARNED IN THE TRAININGS INTO ACTION. | $10,000 |
AUP PURPOSE: TO SUPPORT A CHARTER SCHOOL INCUBATOR REPLICATION/EXPANSION PROGRAM. | $100,000 |
AMERICAN INSTITUTES FOR RESEARCH PURPOSE: MULTI-YEAR RESEARCH STUDY LOOKING AT STUDENT TRAJECTORIES IN THE WAKE OF THE COVID-19 PANDEMIC. | $66,667 |
BLUUM INC PURPOSE: TO SUPPORT ORGANIZATIONS AS THEY HELP FAMILIES LEVERAGE STATE OR LOCAL POLICIES DESIGNED TO ENABLE ACCESS TO SUPPLEMENTAL LEARNING OPTIONS. | $75,000 |
CITYBRIDGE EDUCATION PURPOSE: TO SUPPORT ORGANIZATIONS AS THEY HELP FAMILIES LEVERAGE STATE OR LOCAL POLICIES DESIGNED TO ENABLE ACCESS TO SUPPLEMENTAL LEARNING OPTIONS. | $150,000 |
COLORADO SUCCEEDS PURPOSE: TO SUPPORT ORGANIZATIONS AS THEY HELP FAMILIES LEVERAGE STATE OR LOCAL POLICIES DESIGNED TO ENABLE ACCESS TO SUPPLEMENTAL LEARNING OPTIONS. | $100,000 |