BLUE MERIDIAN PARTNERS INC

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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

2017

Legal Domicile

Principal Officer

KAY NEMOTO

Phone

2125519100

Tax Period

2023-10-01 to 2024-09-30

BLUE MERIDIAN PARTNERS INC, founded in 2017, is a major nonprofit in the Human Services sector that reported $199.5M in total revenue in fiscal year 2023. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $404.5M exceeded revenue, resulting in a 103% operating deficit.

Mission

BLUE MERIDIAN PARTNERS (BMP) FINDS AND FUNDS SCALABLE SOLUTIONS TO PROBLEMS THAT TRAP AMERICA'S YOUTH AND FAMILIES IN POVERTY AND LIMIT ECONOMIC MOBILITY.

Program Service Accomplishments

Program 1

Expenses: $393,641,243 Revenue: $3,131,000

BLUE MERIDIAN PARTNERS FINDS AND FUNDS SCALABLE SOLUTIONS TO THE PROBLEMS THAT LIMIT ECONOMIC MOBILITY AND TRAP AMERICA'S AND YOUNG PEOPLE AND FAMILIES IN POVERTY. BLUE MERIDIAN POOLS PHILANTHROPIC CAPITAL TO MAKE FLEXIBLE, LONG-TERM INVESTMENTS AND PROVIDE SUSTAINED STRATEGIC PLANNING AND OPERATIONAL SUPPORT TO HELP SOCIAL SECTOR LEADERS EXPAND THE REACH, IMPACT, AND INFLUENCE OF THEIR SOLUTIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $149,045,328

Program Service Revenue $3,131,000

Investment Income $47,315,031

Other Revenue $0

TOTAL REVENUE $199,491,359

Expense Breakdown

Grants Paid $352,940,753

Salaries & Benefits $29,736,638

Fundraising Expenses $4,725,541

Program Expenses $393,641,243

Other Expenses $21,833,017

TOTAL EXPENSES $404,510,408

Year-over-Year Comparison

	2023	2022	Change
Revenue	$199,491,359	$353,322,309	-0.4%
Expenses	$404,510,408	$481,659,709	-0.2%
Net Income	$-205,019,049	$-128,337,400	+0.6%

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

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

$3,624,179

Total Directors

$1,381,215

Key Employees

$2,678,427

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY ROOB	CEO	50.00	Officer Director	$1,203,245	$117,970	$1,321,215
GEOFFREY CANADA SEE SCH O	DIRECTOR	5.00	Director	$60,000	$0	$60,000
CONNIE BALLMER	DIRECTOR	2.00	Director	$0	$0	$0
JAMES M CLARK	DIRECTOR	2.00	Director	$0	$0	$0
W DON CORNWELL	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN W KENNEDY	DIRECTOR	2.00	Director	$0	$0	$0
GEORGE PAVLOV	DIRECTOR	2.00	Director	$0	$0	$0
STACY SCHUSTERMAN	DIRECTOR	2.00	Director	$0	$0	$0
RANDI TEPPER	DIRECTOR	2.00	Director	$0	$0	$0
STANLEY DRUCKMILLER	BOARD CHAIR	4.00	Officer Director	$0	$0	$0
JAMES H SHELTON PRESIDENT	CHIEF INVESTMENT AND IMPACT OFFICER	50.00	Officer	$895,411	$111,015	$1,006,426
KAY NEMOTO CHIEF FINANCIAL	BUSINESS OFFICER & TREASURER	50.00	Officer	$694,776	$81,973	$776,749
ALBERT CHUNG	CORPORATE SECRETARY (FROM 1/16/24)	50.00	Officer	$460,912	$58,877	$519,789
KELLY L CAMPBELL	MAN. DIR., PORTFOLIO STRATEGY & MGMT	50.00	Key Emp	$611,784	$58,019	$669,803
MINDY S TARLOW MAN DIR PORTFOLIO	STRATEGY & MGMT (UNTIL 12/31/23)	50.00	Key Emp	$542,024	$78,225	$620,249
MICAH L CARR	CHIEF BRANDING OFFICER	50.00	Key Emp	$577,806	$86,282	$664,088
TIA BREAKLEY CHIEF STRAT	DEVELOP. OFF./CHIEF GOVERN. OFF.	50.00	Key Emp	$614,625	$109,662	$724,287
LISSETTE RODRIGUEZ	MAN. DIR., PORTFOLIO STRATEGY & MGMT	50.00	Highest	$531,454	$88,703	$620,157
ELIZABETH PAWLSON	MAN. DIR., PORTFOLIO STRATEGY & MGMT	50.00	Highest	$516,418	$71,848	$588,266
CECILIA GUTIERREZ	MAN. DIR., PORTFOLIO STRATEGY & MGMT	50.00	Highest	$557,930	$65,343	$623,273
SPENCER KYMPTON	MAN. DIR., PORTFOLIO STRATEGY & MGMT	50.00	Highest	$494,430	$92,202	$586,632
MALGORZATA LONG	MAN. DIR., PORTFOLIO STRATEGY & MGMT	50.00	Highest	$508,020	$82,425	$590,445
RALPH STEFANO FORMER TREASURER	SECRETARY/CFO	50.00		$445,549	$16,898	$462,447
TIFFANY GUEYE	FORMER SENIOR ADVISOR	50.00		$312,509	$37,669	$350,178

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
2024	$199,491,359	$404,510,408	$2,065,309,464	$-205,019,049
2023	$353,322,309	$481,659,709	$2,261,435,517	$-128,337,400
2022	$1,212,525,156	$412,725,187	$2,400,151,638	$799,799,969
2021	$188,069,635	$413,006,128	$1,640,549,641	$-224,936,493
2020	$907,776,309	$324,916,069	$1,863,793,077	$582,860,240
2019	$194,934,237	$148,847,138	$90,769,045	$46,087,099
2018	$115,824,676	$72,093,644	$44,044,116	$43,731,032