Blue Meridian Partners Inc

  • New York, NY
  • Tax exemption issued: April 2017
  • EIN: 81-5086187

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Human Services — Multipurpose and Other / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2025

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$900,250,446
Expenses
$544,275,178
Net Income
$355,975,268
Net Assets
$2,397,289,358
Notable Sources of Revenue Percent of Total Revenue
Contributions $857,538,878
95.3%
Program Services $3,069,500
0.3%
Investment Income $24,782,277
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $14,859,791
1.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,350,231
1.0%
Professional Fundraising Fees $0
Other Salaries and Wages $21,494,532
3.9%
Assets/Debt
Total Assets $2,412,799,157
Total Liabilities $15,509,799
Net Assets $2,397,289,358
Compensation
Key Employees and Officers Compensation Related Other
Nancy Roob (Ceo) $1,441,865 $0 $107,450
James H Shelton President (Chief Investment And Impact Officer) $1,029,469 $0 $109,607
Kay Nemoto Chief Financial (Business Officer & Treasurer) $775,282 $0 $79,278
Tia Breakley (Chief Stragetic Development Officer) $639,618 $0 $111,026
Kelly L Campbell (Man. Dir. Portfolio Strategy & Mgmt) $635,243 $0 $50,975
Elizabeth Pawlson (Man. Dir. Portfolio Strategy & Mgmt) $608,897 $0 $68,161
Micah L Carr (Chief Branding Officer) $575,297 $0 $110,659
Allana Jackson Man Dir (Investment And Impact Lead) $569,765 $0 $86,076
Dale Mcleod (Chief People Officer) $556,424 $0 $77,503
Spencer Kympton (Man. Dir. Portfolio Strategy & Mgmt) $554,999 $0 $77,774
Cecilia Gutierrez (Man. Dir. Portfolio Strategy & Mgmt) $551,029 $0 $57,794
Malgorzata Long (Man. Dir. Portfolio Strategy & Mgmt) $548,834 $0 $77,703
Lissette Rodriguez (Man. Dir. Portfolio Strategy & Mgmt) $540,236 $0 $90,615
Albert Chung Chief Of Staff (& Corporate Secretary) $531,689 $0 $57,449
Mindy S Tarlow Former (Man. Dir. Portfolio Strategy & Mgmt) $411,447 $0 $0
Tiffany Gueye (Former Senior Advisor) $401,420 $0 $65,197
Geoffrey Canada See Sch O (Director) $60,000 $0 $0
Connie Ballmer (Director) $0 $0 $0
James M Clark (Director) $0 $0 $0
W Don Cornwell (Director) $0 $0 $0
Kevin W Kennedy (Director) $0 $0 $0
Rhett N Mabry (Director (from Jan. 2025)) $0 $0 $0
George Pavlov (Director) $0 $0 $0
Stacy Schusterman (Director) $0 $0 $0
Randi Tepper (Director) $0 $0 $0
See filing for compensation of 1 other people →
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Document Links

990
Filed on Aug. 17, 2026

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
990-T
Filed on Aug. 17, 2026

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

View Filing
XML

Fiscal Year Ending Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$199,491,359
Expenses
$404,510,408
Net Income
-$205,019,049
Net Assets
$2,052,525,054
Notable Sources of Revenue Percent of Total Revenue
Contributions $149,045,328
74.7%
Program Services $3,131,000
1.6%
Investment Income $28,441,934
14.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $18,873,097
9.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,510,433
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $17,827,094
4.4%
Assets/Debt
Total Assets $2,065,309,464
Total Liabilities $12,784,410
Net Assets $2,052,525,054
Compensation
Key Employees and Officers Compensation Related Other
Nancy Roob (Ceo) $1,203,245 $0 $117,970
James H Shelton President (Chief Investment And Impact Officer) $895,411 $0 $111,015
Kay Nemoto Chief Financial (Business Officer & Treasurer) $694,776 $0 $81,973
Tia Breakley Chief Strat (Develop. Off./chief Govern. Off.) $614,625 $0 $109,662
Kelly L Campbell (Man. Dir., Portfolio Strategy & Mgmt) $611,784 $0 $58,019
Micah L Carr (Chief Branding Officer) $577,806 $0 $86,282
Cecilia Gutierrez (Man. Dir., Portfolio Strategy & Mgmt) $557,930 $0 $65,343
Mindy S Tarlow Man Dir Portfolio (Strategy & Mgmt (until 12/31/23)) $542,024 $0 $78,225
Lissette Rodriguez (Man. Dir., Portfolio Strategy & Mgmt) $531,454 $0 $88,703
Elizabeth Pawlson (Man. Dir., Portfolio Strategy & Mgmt) $516,418 $0 $71,848
Malgorzata Long (Man. Dir., Portfolio Strategy & Mgmt) $508,020 $0 $82,425
Spencer Kympton (Man. Dir., Portfolio Strategy & Mgmt) $494,430 $0 $92,202
Albert Chung (Corporate Secretary (from 1/16/24)) $460,912 $0 $58,877
Ralph Stefano Former Treasurer (Secretary/cfo) $445,549 $0 $16,898
Tiffany Gueye (Former Senior Advisor) $312,509 $0 $37,669
Geoffrey Canada See Sch O (Director) $60,000 $0 $0
Connie Ballmer (Director) $0 $0 $0
James M Clark (Director) $0 $0 $0
W Don Cornwell (Director) $0 $0 $0
Kevin W Kennedy (Director) $0 $0 $0
George Pavlov (Director) $0 $0 $0
Stacy Schusterman (Director) $0 $0 $0
Randi Tepper (Director) $0 $0 $0
Stanley Druckmiller (Board Chair) $0 $0 $0
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Document Links

990
Filed on Aug. 13, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T
Filed on Aug. 13, 2025

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

View Filing
PDF XML

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$353,322,309
Expenses
$481,659,709
Net Income
-$128,337,400
Net Assets
$2,254,701,370
Notable Sources of Revenue Percent of Total Revenue
Contributions $321,200,527
90.9%
Program Services $534,000
0.2%
Investment Income $21,910,837
6.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,676,945
2.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,736,266
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $15,266,375
3.2%
Assets/Debt
Total Assets $2,261,435,517
Total Liabilities $6,734,147
Net Assets $2,254,701,370
Compensation
Key Employees and Officers Compensation Related Other
Nancy Roob (President And Ceo) $1,135,212 $0 $101,712
James H Shelton (Chief Investment And Impact Officer) $779,035 $0 $101,595
Ralph Stefano Treasurer (Secretary, Cfo (until 10/17/22)) $611,913 $0 $77,176
Carol Pledger Interim Chief (Admin. Officer (until 6/30/23)) $609,389 $0 $69,354
Tia Breakley Chief Strat (Develop. Off./chief Govern. Off.) $596,683 $0 $101,677
Kelly L Campbell (Man. Dir., Portfolio Strategy & Mgmt) $560,295 $0 $74,579
Lissette Rodriguez (Man. Dir., Portfolio Strategy & Mgmt) $544,349 $0 $81,124
Mindy S Tarlow (Man. Dir., Portfolio Strategy & Mgmt) $524,882 $0 $64,504
Cecilia Gutierrez (Man. Dir., Portfolio Strategy & Mgmt.) $515,870 $0 $50,163
Elizabeth Pawlson (Man. Dir., Portfolio Strategy & Mgmt) $494,665 $0 $61,327
Spencer Kympton (Managing Director, Portfolio) $486,860 $0 $79,198
Micah L Carr (Chief Branding Officer) $477,600 $0 $82,796
Tiffany Gueye (Senior Advisor) $374,733 $0 $58,240
Kay Nemoto Chief Financial (& Business Officer (from 10/17/22)) $251,113 $0 $21
Geoffrey Canada See Sch O (Director) $60,000 $0 $0
Connie Ballmer (Director) $0 $0 $0
James M Clark (Director) $0 $0 $0
W Don Cornwell (Director) $0 $0 $0
Steven A Denning (Director (thru 10/17/2022)) $0 $0 $0
Kevin W Kennedy (Director) $0 $0 $0
George Pavlov (Director) $0 $0 $0
Stacy Schusterman (Director) $0 $0 $0
Randi Tepper (Director) $0 $0 $0
Stanley Druckmiller (Board Chair) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T
Filed on Aug. 15, 2024

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

View Filing
PDF XML

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,212,525,156
Expenses
$412,725,187
Net Income
$799,799,969
Net Assets
$2,396,650,508
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,180,711,203
97.4%
Program Services $0
Investment Income $13,863,679
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $17,950,274
1.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,424,675
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $12,936,421
3.1%
Assets/Debt
Total Assets $2,400,151,638
Total Liabilities $3,501,130
Net Assets $2,396,650,508
Compensation
Key Employees and Officers Compensation Related Other
Nancy Roob (President And Ceo) $1,006,419 $0 $101,133
James H Shelton (Chief Investment And Impact Officer) $819,653 $0 $100,472
Tiffany Gueye Coothru 8722 (Senior Advisor (from 8/8/2022)) $668,232 $0 $87,277
Ralph Stefano (Treasurer / Secretary / Cfo) $632,436 $0 $63,876
Kelly L Campbell (Man. Dir., Portfolio Strategy & Mgmt) $587,821 $0 $64,788
Carol Pledger (Interim Chief Administration Officer) $531,730 $0 $72,526
Mindy S Tarlow (Man. Dir., Portfolio Strategy & Mgmt) $500,488 $0 $64,506
Tia Breakley Chief Strat (Develop. Off./chief Govern. Off.) $493,036 $0 $74,153
Lissette Rodriguez (Man. Dir., Portfolio Strategy & Mgmt) $487,434 $0 $82,809
Elizabeth Pawlson (Man. Dir., Portfolio Strategy & Mgmt) $482,657 $0 $60,085
Laurel Blatchford (Man. Dir., Portfolio Strategy & Mgmt.) $458,943 $0 $43,352
Cecilia Gutierrez (Man. Dir., Portfolio Strategy & Mgmt.) $454,709 $0 $51,232
Micah L Carr (Chief Branding Officer) $425,465 $0 $80,945
Geoffrey Canada See Sch O (Director) $60,000 $0 $0
Connie Ballmer (Director) $0 $0 $0
James M Clark (Director) $0 $0 $0
Don Cornwell (Director) $0 $0 $0
Steven A Denning (Director) $0 $0 $0
Kevin W Kennedy (Director) $0 $0 $0
George Pavlov (Director) $0 $0 $0
Stanley Druckmiller (Board Chair) $0 $0 $0
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Document Links

990
Filed on Aug. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$188,069,635
Expenses
$413,006,128
Net Income
-$224,936,493
Net Assets
$1,637,341,842
Notable Sources of Revenue Percent of Total Revenue
Contributions $174,061,621
92.6%
Program Services $0
Investment Income $508,204
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $13,499,810
7.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,307,941
1.0%
Professional Fundraising Fees $0
Other Salaries and Wages $9,381,328
2.3%
Assets/Debt
Total Assets $1,640,549,641
Total Liabilities $3,207,799
Net Assets $1,637,341,842
Compensation
Key Employees and Officers Compensation Related Other
Nancy Roob (President And Ceo) $974,986 $0 $106,627
James H Shelton (Chief Investment And Impact Officer) $739,562 $0 $76,413
Charles Harris Iii (Chief Development Officer) $613,539 $0 $84,787
Kelly L Campbell (Man. Dir., Portfolio Strategy & Mgmt.) $593,656 $0 $75,787
Ralph Stefano (Treasurer / Secretary / Cfo) $586,486 $0 $61,188
Tiffany Gueye (Chief Operating Officer) $557,478 $0 $63,940
Carol Pledger (Interim Chief Administration Officer) $515,543 $0 $72,739
Lissette Rodriguez (Man. Dir., Portfolio Strategy & Mgmt.) $484,938 $0 $102,021
Mindy S Tarlow (Man. Dir., Portfolio Strategy & Mgmt.) $464,395 $0 $61,507
Micah L Carr (Chief Branding Officer) $464,356 $0 $59,775
Jehan Velji (Man. Dir., Portfolio Strategy & Mgmt.) $444,481 $0 $54,925
Albert S Chung (Chief, Strategic Initiatives) $390,205 $0 $50,150
Elizabeth Pawlson (Man. Dir., Portfolio Strategy & Mgmt.) $365,548 $0 $59,302
Geoffrey Canada (Director) $47,500 $0 $0
Connie Ballmer (Director) $0 $0 $0
James M Clark (Director) $0 $0 $0
Don Cornwell (Director) $0 $0 $0
Steven A Denning (Director) $0 $0 $0
Kevin W Kennedy (Director) $0 $0 $0
George Pavlov (Director) $0 $0 $0
Stanley Druckmiller (Board Chair) $0 $0 $0
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990
Filed on May 2, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$907,776,309
Expenses
$324,916,069
Net Income
$582,860,240
Net Assets
$1,854,960,405
Notable Sources of Revenue Percent of Total Revenue
Contributions $899,547,056
99.1%
Program Services $0
Investment Income $1,069,097
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,160,156
0.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,621,598
1.1%
Professional Fundraising Fees $0
Other Salaries and Wages $5,359,023
1.6%
Assets/Debt
Total Assets $1,863,793,077
Total Liabilities $8,832,672
Net Assets $1,854,960,405
Compensation
Key Employees and Officers Compensation Related Other
Nancy Roob (President And Ceo) $585,509 $285,186 $88,722
Ralph Stefano (Treasurer / Secretary / Cfo) $387,218 $262,802 $76,407
Kelly L Campbell (Man. Dir., Portfolio Strategy & Mgmt.) $342,312 $233,141 $71,781
Lissette Rodriguez (Man. Dir., Portfolio Strategy & Mgmt.) $297,020 $274,636 $95,843
Charles Harris Iii (Chief Development Officer) $286,122 $200,133 $76,777
Carol Pledger (Interim Chief Administration Officer) $283,962 $164,026 $58,517
Mindy S Tarlow (Man. Dir., Portfolio Strategy & Mgmt.) $266,961 $153,102 $53,767
Micah L Carr (Chief Branding Officer) $257,088 $174,403 $51,547
Jehan Velji (Man. Dir., Portfolio Strategy & Mgmt.) $246,422 $190,503 $38,500
Albert S Chung (Chief Of Staff, Office Of The Ceo) $227,583 $203,810 $48,283
Tiffany Gueye (Chief Operating Officer) $208,684 $91,841 $38,464
Danielle Scaturro (Program Director) $191,655 $125,941 $55,828
Geoffrey Canada (Director) $47,500 $0 $0
Connie Ballmer (Director) $0 $0 $0
James M Clark (Director) $0 $0 $0
Don Cornwell (Director) $0 $0 $0
Steven A Denning (Director) $0 $0 $0
Kevin W Kennedy (Director) $0 $0 $0
George Pavlov (Director) $0 $0 $0
Stanley Druckmiller (Board Chair) $0 $0 $0
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990
Filed on May 4, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$194,934,237
Expenses
$148,847,138
Net Income
$46,087,099
Net Assets
$90,266,350
Notable Sources of Revenue Percent of Total Revenue
Contributions $193,082,350
99.0%
Program Services $0
Investment Income $1,722,581
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $129,306
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,158,987
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $2,421,913
1.6%
Assets/Debt
Total Assets $90,769,045
Total Liabilities $502,695
Net Assets $90,266,350
Compensation
Key Employees and Officers Compensation Related Other
Connie Ballmer (Director) $0 $0 $0
Geoffrey Canada (Director) $0 $60,000 $0
James M Clark (Director) $0 $0 $0
Don Cornwell (Director) $0 $0 $0
Steven A Denning (Director) $0 $0 $0
Kevin W Kennedy (Director) $0 $0 $0
George Pavlov (Director) $0 $0 $0
Stanley Druckmiller (Board Chair) $0 $0 $0
Nancy Roob (President And Ceo) $0 $792,714 $95,834
Ralph Stefano (Treasurer / Secretary / Cfo) $0 $441,865 $74,143
Kelly L Campbell (Man. Dir., Portfolio Strategy & Mgmt.) $0 $267,018 $25,203
Micah L Carr (Chief Branding Officer) $0 $378,980 $51,043
Charles Harris Iii (Sec. & Dir. (until Jan. 2019)/cdo) $0 $477,469 $77,530
Mindy S Tarlow (Man. Dir., Portfolio Strategy & Mgmt.) $0 $355,586 $58,448
Albert S Chung (Chief Of Staff, Office Of The Ceo) $0 $326,497 $46,401
Woodrow C Mccutchen (Man. Dir., Portfolio Strategy & Mgmt.) $0 $263,898 $45,459
Meeghan E Prunty (Man. Dir., Portfolio Strategy & Mgmt.) $0 $363,921 $50,158
Lissette Rodriguez (Man. Dir., Portfolio Strategy & Mgmt.) $0 $434,882 $89,801
Jehan Velji (Man. Dir., Portfolio Strategy & Mgmt.) $0 $282,735 $49,256
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990
Filed on July 7, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$115,824,676
Expenses
$72,093,644
Net Income
$43,731,032
Net Assets
$43,904,507
Notable Sources of Revenue Percent of Total Revenue
Contributions $115,285,034
99.5%
Program Services $0
Investment Income $302,322
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $237,320
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $564,291
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $486,528
0.7%
Assets/Debt
Total Assets $44,044,116
Total Liabilities $139,609
Net Assets $43,904,507
Compensation
Key Employees and Officers Compensation Related Other
Nancy Roob (President & Director) $0 $736,924 $160,948
Charles Harris (Secretary & Director) $0 $439,413 $70,302
Ralph Stefano (Treasurer & Director) $0 $393,608 $77,639

Document Links

990
Filed on May 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2017

Gross receipts
Less than $50,000

Postcard filings do not ask for a specific revenue amount and provide no additional financial details.

Document Links

990-N

Postcard filing for an organization with gross receipts less than $50,000. These filings do not generate a downloadable form.

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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