BELLWETHER EDUCATION PARTNERS INC (EIN 261914515) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

REBECCA GIFFORD GOLDBERG

Phone

8776360909

Tax Period

2024-09-01 to 2025-08-31

BELLWETHER EDUCATION PARTNERS INC, founded in 2007, is a mid-sized nonprofit in the Education sector that reported $23.6M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $27.1M exceeded revenue, resulting in a 15% operating deficit.

Mission

BELLWETHER WORKS TO TRANSFORM EDUCATION BY HELPING MISSION-DRIVEN PARTNERS ACCELERATE THEIR IMPACT, INFORMING POLICY AND PROGRAM DESIGN, AND BRINGING LEADERS TOGETHER TO DRIVE CHANGE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,207,249

Program Service Revenue $17,920,914

Investment Income $461,635

Other Revenue $0

TOTAL REVENUE $23,589,798

Expense Breakdown

Grants Paid $224,548

Salaries & Benefits $22,069,986

Fundraising Expenses $533,370

Program Expenses $22,495,815

Other Expenses $4,837,606

TOTAL EXPENSES $27,132,140

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,589,798	$28,320,490	-0.2%
Expenses	$27,132,140	$31,104,385	-0.1%
Net Income	$-3,542,342	$-2,783,895	+0.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

133

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$970,186

Total Directors

$552,048

Key Employees

$2,418,918

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY K WELLS	PRESIDENT/SENIOR PARTNER UNTIL 10/24	45.00	Officer Director	$493,811	$58,237	$552,048
ANDREW ROTHERHAM	SENIOR PARTNER, POLICY & EVALUATION	45.00	Key Emp	$444,722	$88,541	$533,263
JENNIFER SCHIESS	SENIOR PARTNER, POLICY & EVALUATION	45.00	Key Emp	$363,381	$81,549	$444,930
REBECCA GIFFORD GOLDBERG	PRES./MANAGING PARTNER AS OF 10/24	45.00	Officer	$387,975	$30,163	$418,138
JULIE SQUIRE	SENIOR PARTNER, POLICY & EVALUATION	45.00	Key Emp	$318,515	$55,897	$374,412
DAWANA WILLIAMSON	SENIOR PARTNER & COO	45.00	Key Emp	$309,635	$57,142	$366,777
MELISSA KING	PARTNER, POLICY & EVALUATION	45.00	Highest	$314,892	$46,516	$361,408
ANSON JACKSON	SENIOR PARTNER, STRATEGIC ADVISING	45.00	Key Emp	$305,767	$54,267	$360,034
AKESHIA CRAVEN-HOWELL	SENIOR PARTNER, STRATEGIC ADVISING	45.00	Key Emp	$293,290	$46,212	$339,502
BILL DURBIN	PARTNER, STRATEGIC ADVISING	45.00	Highest	$281,614	$55,004	$336,618
ALEXANDER CORTEZ	PARTNER, STRATEGIC ADVISING	45.00	Highest	$269,092	$57,039	$326,131
NICHOLAS LEE	PARTNER, POLICY & EVALUATION	45.00	Highest	$283,562	$37,173	$320,735
TITILAYO ALI	PARTNER, POLICY & EVALUATION	45.00	Highest	$271,066	$36,488	$307,554
GRACE HEINTZ	SECRETARY & CHAIRMAN OF THE BOARD	5.00	Officer Director	$0	$0	$0
AARON MILLER	TREASURER	5.00	Officer Director	$0	$0	$0
TINA FERNANDEZ	CLERK UNTIL 04/25	5.00	Officer Director	$0	$0	$0
EBONY LEE	DIRECTOR	5.00	Director	$0	$0	$0
PAUL REVILLE	DIRECTOR	5.00	Director	$0	$0	$0
PYPER DAVIS	DIRECTOR AS OF 04/25	5.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$23,589,798	$27,132,140	$16,563,385	$-3,542,342
2024	$28,320,490	$31,104,385	$21,442,872	$-2,783,895
2023	$34,842,592	$26,154,304	$23,118,885	$8,688,288
2022	$18,147,451	$17,416,257	$12,819,060	$731,194
2021	$18,629,809	$17,132,600	$12,681,269	$1,497,209
2020	$18,553,909	$18,744,006	$12,359,734	$-190,097
2019	$19,557,603	$16,142,730	$11,830,180	$3,414,873

BELLWETHER EDUCATION PARTNERS INC