BELLWETHER EDUCATION PARTNERS INC

EIN: 261914515 501(c)(3) Education

BOSTON, MA

Total Revenue
$23,589,798
Total Expenses
$27,132,140
Total Assets
$16,563,385
Net Assets
$13,514,813
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Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
MA
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 IS A NATIONAL NONPROFIT, FOUNDED IN 2010, THAT WORKS TO ENSURE YOUNG PEOPLE, ESPECIALLY THOSE FURTHEST FROM OPPORTUNITY, ACHIEVE OUTCOMES THAT LEAD TO FULFILLING LIVES AND FLOURISHING COMMUNITIES. OUR VISION IS THAT ALL YOUNG PEOPLE HAVE ACCESS TO AN EXCELLENT EDUCATION AND LIVE LIVES FILLED WITH OPPORTUNITY.

Program Service Accomplishments

Program 1
Expenses: $22,495,815 Revenue: $17,920,914

SINCE OUR FOUNDING IN 2010, WE HAVE WORKED TO DEVELOP AND AMPLIFY THE INSIGHTS, INNOVATIONS, AND IDEAS NECESSARY TO ADVANCE EDUCATIONAL OPTIONS IN THIS COUNTRY BY:1. SUPPORTING MISSION-DRIVEN CLIENTS...

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SINCE OUR FOUNDING IN 2010, WE HAVE WORKED TO DEVELOP AND AMPLIFY THE INSIGHTS, INNOVATIONS, AND IDEAS NECESSARY TO ADVANCE EDUCATIONAL OPTIONS IN THIS COUNTRY BY:1. SUPPORTING MISSION-DRIVEN CLIENTS FROM SCHOOL SYSTEMS AND PUBLIC AGENCIES TO NONPROFITS AND PHILANTHROPIES AS THEY NAVIGATE TOUGH DECISIONS2. INFORMING THE SECTOR WITH CLEAR INSIGHTS AND BOLD IDEA3. BRINGING LEADERS TOGETHER TO LEARN, CONNECT, AND DRIVE CHANGEOUR WORK SPANS EARLY CHILDHOOD EDUCATION THROUGH POSTSECONDARY AND CAREER PATHWAYS. OUR TEAM OF NEARLY 100 EXPERTS PAIRS DEEP KNOWLEDGE ACROSS ALL THESE AREAS WITH EXPERIENCE ON THE GROUND AS EDUCATORS, SCHOOL LEADERS, POLICYMAKERS, AND EXECUTIVES IN THE PUBLIC AND PRIVATE SECTORS ALLOWING US TO OFFER UNPARALLELED INSIGHTS FOR OUR CLIENTS AND THE SECTOR.WE HAVE WORKED WITH MORE THAN 800 CLIENTS NATIONWIDE IN SOME OF THE NATION'S LARGEST CITIES AND MOST REMOTE RURAL AREAS SUPPORTING THEM WITH STRATEGY, CONTINUOUS IMPROVEMENT, AND ANALYSIS OF HOW THE EDUCATION ECOSYSTEM SHAPES THEIR WORK. OUR PARTNERS INCLUDE INDIVIDUAL SCHOOLS, CHARTER NETWORKS, TRADITIONAL SCHOOL DISTRICTS, STATE EDUCATION LEADERS, REGION-BASED INTERMEDIARIES, PHILANTHROPIC FUNDERS, ADVOCACY ORGANIZATIONS, PLACE-BASED PARTNERSHIPS, AND NONPROFITS, AMONG OTHERS.WE HAVE ALSO SHAPED CRITICAL CONVERSATIONS ACROSS THE SECTOR THROUGH HUNDREDS OF PUBLICATIONS, RESOURCES, EVENTS, AND COMMENTARY PIECES. OUR EXTERNAL WORK DELIVERS TIMELY INSIGHTS ON THE MOST PRESSING ISSUES OF THE DAY AND HELPS LEADERS, PRACTITIONERS, POLICYMAKERS, NEWS MEDIA REPORTERS, AND FUNDERS UNDERSTAND EMERGING ISSUES AND CHALLENGES AROUND THE CORNER. THIS WORK BOTH INFORMS AND IS INFORMED BY OUR WORK ON THE GROUND WITH PARTNERS WORK THAT DRAMATICALLY EXPANDS OUR REACH AND SETS BELLWETHER APART.IN THE YEARS AHEAD, WE WILL CONTINUE TO HELP MISSION-DRIVEN PARTNERS ACCELERATE THEIR IMPACT, INFORM AND INFLUENCE POLICY AND PROGRAM DESIGN, AND BRING LEADERS TOGETHER TO DRIVE CHANGE ON EDUCATION'S MOST PRESSING CHALLENGES.

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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%)

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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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Governance

Voting Members
6
Independent Members
6
Employees
133
Volunteers
6

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
5
$970,186
Total Directors
7
$552,048
Key Employees
6
$2,418,918
Highest Compensated
5
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
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