Bellwether Education Partners Inc
- Assets
- $12.8m
- Revenue
- $18.1m
- Investments
- $0.0
- Employees
- 111
- Location
- Sudbury, MA
- Founding
- 03/2008
- Data as of
- 08/2022
- 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 08/2022, Bellwether Education Partners Inc employed 111 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 08/2022, Bellwether Education Partners Inc generated $18.1m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 9.3% each year. All expenses for the organization totaled $17.4m during the year ending 08/2022. While expenses have increased by 7.2% 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 36 individual grants totaling $8,033,356. 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
2022
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 FIFTEEN YEARS OF OPERATIONS, WE INCREASED OUR IMPACT BY REACHING 141 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 |
|---|---|---|---|
Mary Wells President/partner-Strategic Advising | OfficerTrustee | 40 | $393,659 |
Andrew Rotherham Partner, Policy & Evaluation | Officer | 40 | $360,201 |
Rebecca Goldberg Partner, Strategic Advising | Officer | 40 | $311,305 |
Jennifer Schiess Partner, Policy & Evaluation | Officer | 40 | $295,978 |
Elina Bankert Partner, Strategic Advising | Officer | 40 | $286,550 |
Julie Squire Partner, Policy And Evaluation | Officer | 40 | $272,123 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Firstgen Partners Llc Training And Development | 8/30/22 | $171,146 |
Spencer Stuart Executive Search | 8/30/22 | $236,500 |
Super Copy Editors Publication Support | 8/30/22 | $111,170 |
Mccurry Consulting Llc Fiscally Sponsored Program Support | 8/30/22 | $248,625 |
A&l Strategies Fiscally Sponsored Program Support | 8/30/22 | $160,487 |
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 | $6,312,054 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $6,312,054 |
| Total Program Service Revenue | $11,825,501 |
| Investment income | $9,896 |
| 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 | $18,147,451 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,143,686 |
| 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. | $1,901,989 |
| Compensation of current officers, directors, key employees. | $373,538 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $9,076,986 |
| Pension plan accruals and contributions | $315,931 |
| Other employee benefits | $533,570 |
| Payroll taxes | $763,536 |
| Fees for services: Management | $85,362 |
| Fees for services: Legal | $12,878 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $2,268,329 |
| Advertising and promotion | $22,982 |
| Office expenses | $216,504 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $143,916 |
| Travel | $594,402 |
| 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 | $45,680 |
| Insurance | $67,857 |
| All other expenses | $0 |
| Total functional expenses | $17,416,257 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $945,010 |
| Savings and temporary cash investments | $8,834,645 |
| Pledges and grants receivable | $130,000 |
| Accounts receivable, net | $1,680,428 |
| 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 | $282,599 |
| Net Land, buildings, and equipment | $121,563 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $824,815 |
| Total assets | $12,819,060 |
| Accounts payable and accrued expenses | $1,905,224 |
| 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 | $0 |
| Total liabilities | $1,905,224 |
| Net assets without donor restrictions | $7,244,427 |
| Net assets with donor restrictions | $3,669,409 |
| 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 | $12,819,060 |
Grants Awarded
Over the last fiscal year, Bellwether Education Partners Inc has awarded $1,143,686 in support to 14 organizations.
| Grant Recipient | Amount |
|---|---|
New York, NY PURPOSE: FUNDING FOR NSSI | $703,686 |
Littleton, CO PURPOSE: TO SUPPORT ORGANIZATIONS AS THEY HELP FAMILIES LEVERAGE STATE OR LOCAL POLICIES DESIGNED TO ENABLE ACCESS TO SUPPLEMENTAL LEARNING OPTIONS | $100,000 |
Boise, ID PURPOSE: TO SUPPORT ORGANIZATIONS AS THEY HELP FAMILIES LEVERAGE STATE OR LOCAL POLICIES DESIGNED TO ENABLE ACCESS TO SUPPLEMENTAL LEARNING OPTIONS | $75,000 |
San Antonio, TX PURPOSE: TO COMPENSATE ORGANIZATIONS, IN PART, FOR THE TIME THEIR STAFF WILL NEED TO DEDICATE TO ENGAGE IN THE TEA CHARTER SCHOOL INCUBATOR REPLICATION/EXPANSION PROGRAM | $40,000 |
MERIDIAN WORLD SCHOOL LLC PURPOSE: TO COMPENSATE ORGANIZATIONS, IN PART, FOR THE TIME THEIR STAFF WILL NEED TO DEDICATE TO ENGAGE IN THE TEA CHARTER SCHOOL INCUBATOR REPLICATION/EXPANSION PROGRAM | $40,000 |
Duncanville, TX PURPOSE: TO COMPENSATE ORGANIZATIONS, IN PART, FOR THE TIME THEIR STAFF WILL NEED TO DEDICATE TO ENGAGE IN THE TEA CHARTER SCHOOL INCUBATOR REPLICATION/EXPANSION PROGRAM | $40,000 |
Grants Recieved
Over the last fiscal year, we have identified 16 grants that Bellwether Education Partners Inc has recieved totaling $2,954,053.
| Awarding Organization | Amount |
|---|---|
Charles Koch Institute Arlington, VA PURPOSE: EDUCATION | $1,000,000 |
Bill & Melinda Gates Foundation Seattle, WA PURPOSE: K-12 EDUCATION | $500,009 |
Goldman Sachs Philanthropy Fund New York, NY PURPOSE: EDUCATION | $500,000 |
Bill & Melinda Gates Foundation Seattle, WA PURPOSE: K-12 EDUCATION | $250,019 |
Arie And Ida Crown Memorial Chicago, IL PURPOSE: PROGRAM SUPPORT | $175,000 |
Arie And Ida Crown Memorial Chicago, IL PURPOSE: PROGRAM SUPPORT | $155,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Bellwether Education Partners Inc Sudbury, MA | $12,819,060 | $18,147,451 |
Workforce Development Institute Inc Albany, NY | $2,796,326 | $10,204,057 |
Vhs Inc Maynard, MA | $2,159,485 | $7,029,751 |
United For Respect Education Fund Brooklyn, NY | $7,552,270 | $7,410,651 |
1st Street Foundation Inc Brooklyn, NY | $4,623,074 | $8,726,760 |
More Than Words Inc Boston, MA | $15,091,779 | $6,459,719 |
West Bay Collaborative Inc Warwick, RI | $2,617,303 | $5,710,370 |
Leading Edge Alliance Inc New York, NY | $10,397,327 | $8,264,467 |
Nashua Adult Learning Center Inc Nashua, NH | $5,002,850 | $5,676,963 |
Vermont Adult Learning Inc Waitsfield, VT | $1,289,780 | $4,391,996 |
Connecticut Center For Arts & Technology Inc New Haven, CT | $3,075,426 | $11,576,748 |
Read To Lead Inc New York, NY | $3,901,385 | $3,177,958 |