2026-05-08T18:08:20-05:00 2025-06-30 161092347 MENGEL METZGER BARR & CO LLP 370 WOODCLIFF DRIVE SUITE 2A FAIRPORT NY 14450 990 2024-07-01 475223320 UNBOUNDED LEARNING INC UNBO 3474970809 228 PARK AVE S 90834 NEW YORK NY 100031502 LACEY ROBINSON PRESIDENT AND CEO 3474970809 2026-04-29 1 0 MICHELLE CAIN P00150750 5854231860 2026-04-29 2024 2025-03-06 01:10:19Z LACEY ROBINSON 228 PARK AVE S 90834 NEW YORK NY 100031502 31550534 0 X HTTPS://WWW.UNBOUNDED.ORG/ X 2015 NY UNBOUNDED EMPOWERS EDUCATORS TO MEET THE NEEDS OF EVERY SINGLE STUDENT THROUGH GRADE-LEVEL, ENGAGING, AFFIRMING, AND MEANINGFUL GLEAM "REGISTERED TRADEMARK" INSTRUCTION. 5 5 95 8 0 0 16749883 13049887 12345506 9030029 1437542 1072767 0 0 30532931 23152683 0 0 0 0 14608013 14972718 0 0 1374119 14430889 11270093 29038902 26242811 1494029 -3090128 26503333 21718503 5324761 3630059 21178572 18088444 X UNBOUNDED EMPOWERS EDUCATORS TO MEET THE NEEDS OF EVERY SINGLE STUDENT THROUGH GRADE-LEVEL, ENGAGING, AFFIRMING, AND MEANINGFUL GLEAM "REGISTERED TRADEMARK" INSTRUCTION. 0 0 15620470 943393 PRIMARILY FUNDED BY PHILANTHROPIC PARTNERS, UNBOUNDED UTILIZED FUNDING IN THE FOLLOWING AREAS: 1) EXPANSION OF PROGRAMMATIC OPERATIONS AND STRATEGY TO SCALE RESEARCH & EVALUATION, DISTRIBUTION, AND PROGRAM DEVELOPMENT, 2) CREATION OF A MIDDLE SCHOOL SCIENCE PATHWAY AT STANDARDS INSTITUTE. 3) EXPAND UNBOUNDED'S SUITE OF RESEARCH BASED SERVICES OF DIGITAL AND VIRTUAL OFFERINGS TO MEETING THE CHANGING NEEDS OF DISTRICTS. 4) WE WORKED WITH DISTRICTS OVER TO SUPPORT THEM TO ADOPT AND LAUNCH MATH HIGH-QUALITY INSTRUCTIONAL MATERIALS (HQIM). 4472119 4523675 UNBOUNDED HOSTED 3 STANDARDS INSTITUTE EVENTS IN JULY 2024, WINTER 2025 AND JUNE 2025; REACHING OVER 1,150 EDUCATORS, LEADERS AND PARTNERS FROM DISTRICTS AND CMOS.PARTICIPANTS IN ALMOST EVERY COURSE AND DISTRICT/ORGANIZATION, AS WELL AS ACROSS ALL ROLES, SHOWED GAINS IN KNOWLEDGE AFTER ATTENDING THE INSTITUTE. ALL STAFF MEMBERS WORKED THE EVENTS AND WERE PART OF THE CONTENT DEVELOPMENT AND OPERATIONS OF THE EVENTS. 892511 2705145 LOCAL SI & IN PERSON SUMMIT - UNBOUNDED'S INTERACTIVE LOCAL 4 DAYS ON SITE STANDARDS INSTITUTE FOR A SPECIFIC DISTRICT AND TWO-DAY SUMMIT FOR TEACHERS, COACHES, AND LEADERS EMPHASIZES INSTRUCTIONAL PLANNING AMIDST A HISTORICAL ANTI-RACIST MOVEMENT. WITH AN EMPHASIS ON GRADE-LEVEL CURRICULUM, STRATEGIC SUPPORTS, AND EQUITABLE INSTRUCTION, THE LOCAL SI & IN PERSON SUMMIT MOVES EDUCATORS THROUGH PLANNING PROCESSES THAT CAN PRODUCE MEANINGFUL, ENGAGING IN-PERSON CLASSROOM EXPERIENCES. TEACHERS & COACHES LEAVE THE EVENTS BETTER PREPARED TO MAKE INFORMED DECISIONS THAT ADDRESS UNFINISHED INSTRUCTION WHILE REMAINING IN GRADE-LEVEL CURRICULUM, AND LEADERS LEAVE THE EVENTS BETTER PREPARED TO MAKE DECISIONS THAT ENSURE STUDENTS HAVE EQUITABLE ACCESS TO GRADE-LEVEL INSTRUCTION. UNBOUNDED HOSTED THREE 4 DAY LOCAL STANDARDS INSTITUTES IN SAN JOAQUIN, MILWAUKEE AND SAN ANTONIO. THERE WERE ALSO OVER 50 SECTIONS OF TWO-DAY SUMMITS IMPLEMENTED AS WELL. 133055 857816 GLEAM INVENTORY IS A MULTI-DAY EXPERIENCE THAT INCLUDES PROFESSIONAL LEARNING, CLASSROOM VISITS, AND AN ACTION PLANNING SESSION ROOTED IN UNBOUNDED'S DYNAMIC EQUITABLE INSTRUCTION OBSERVATION TOOL, YOUR TEAM WILL GAIN A DEEPER UNDERSTANDING OF GRADE-LEVEL, ENGAGING, AFFIRMING, AND MEANINGFUL (GLEAM) INSTRUCTION AND HOW TO INCREASE ITS IMPACT ON ALL STUDENTS IN YOUR DISTRICT. CURRICULUM ADOPTION SUPPORT DISTRICTS IN ADOPTING HIGH-QUALITY INSTRUCTIONAL MATERIALS (HQIM), TO MAKE INFORMED CHOICES THAT BEST FIT THEIR GOALS, CONTEXT, AND STUDENTS' NEEDS. CURRICULUMM IMPLEMENTATION PROVIDE TECHNICAL ASSISTANCE (STRATEGIC CONSULTING, PROFESSIONAL LEARNING, AND ASSESSMENT TOOLS) TO SCHOOLS AND SCHOOL DISTRICTS FOR EFFECTIVELY USING THEIR HIGH-QUALITY INSTRUCTIONAL MATERIALS (HQIM). 133055 857816 21118155 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 268 0 95 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY MA OK WA CA AR CO ID LA MD MI TX TN IL X TAKNAUTH KHILAWAN 3474970809 228 PARK AVE S 90834 NEW YORK NY 100031502 DOUG BORCHARD BOARD MEMBER 1.00 X 0 0 0 SONJIHIA LOWERY BOARD CHAIR 1.00 X X 0 0 0 TODD COLLINS BOARD MEMBER (RESIGNED NOV 24 1.00 X 0 0 0 DR GISLAINE NGOUNOU BOARD MEMBER 1.00 X 0 0 0 BETH MEJIA BOARD MEMBER 1.00 X 0 0 0 KELLY STUART BOARD MEMBER 1.00 X 0 0 0 LACEY ROBINSON PRESIDENT AND CEO 40.00 X 528585 0 29625 LAURA SMITH CHIEF OPERATING OFFICER 40.00 X 343292 0 39350 KRISTEN EHLMAN CHIEF PROGRAM OFFICER 40.00 X 287284 0 43214 MONICA VASQUEZ CHIEF TALENT OFFICER 40.00 X 322952 0 38632 NADYA DABBY CHIEF IMPACT OFFICER 40.00 X 336390 0 51506 NOLAN HIGHBAUGH GENERAL COUNSEL (JOINED JAN 24) 40.00 X 268198 0 40188 SCOTT NOON SR. VICE PRESIDENT, MARKETING 40.00 X 247212 0 24102 2333913 0 266617 75 0 1 0 AMERICAN INSTITUTES FOR RESEARCH 1400 CRYSTAL DRIVE 10TH FLOOR ARLINGTON VA 22202 RESEARCHER 550790 ONE LEARNING COMMUNITY LTD CO 223 KINGSBURY GRADE BOX 5024 STATELINE NV 89449 IT SERVICES 533011 SODEXO LIVE 700 14TH STREET DENVER CO 80202 CATERING SERVICE 509701 ORLANDO EVENT PRODUCTIONS LLC 7605 PRESIDENTS DRIVE ORLANDO FL 32809 AUDIO VISUAL SERVICES 486573 ASU MARY LOU FULTON TEACHERS COLLEGE 801 BRICKELL AVE SUITE 800 MIAMI FL 33131 PROGRAM CONTENT AND DELIVERY 323782 21 2294211 10755676 13049887 CONTRACTED SERVICES 611710 9030029 9030029 9030029 426595 426595 9044023 8397851 646172 646172 646172 23152683 9030029 0 1072767 X 1397538 465846 465846 465846 10870136 8615535 1908018 346583 542477 424467 97108 20902 1205227 917442 224542 63243 957340 711977 184121 61242 106544 106544 401274 301117 100157 2728575 2512462 216113 552012 552012 1037820 771832 199599 66389 22593 22593 10116 10116 480865 357621 92483 30761 112375 112375 STANDARD INSTITUTE AND 5692015 5692015 STAFF DEVELOPMENT 45069 33518 8668 2883 COST OF GOODS SOLD 40835 40835 INTEGRATION EXPENSE 40000 40000 26242811 21118155 3750537 1374119 4041299 5189010 1512659 79002 900000 3304552 5213097 4330853 2165432 2311809 1446770 522299 9440644 4197546 1783432 1783432 26503333 21718503 3832361 3143213 1492400 486846 5324761 3630059 X 14235595 13351263 6942977 4737181 21178572 18088444 26503333 21718503 -3090128 0 X X 0 1 X 1 1 1 X 7481009 25815024 13892265 16749883 13049887 76988068 4201122 8664488 12361889 12345506 9030029 46603034 11682131 34479512 26254154 29095389 22079916 123591102 0 6938600 21140173 8290768 16557388 10851173 63778102 6938600 21140173 8290768 16557388 10851173 63778102 59813000 202 103 391075 1437542 1072767 2901689 202 103 391075 1437542 1072767 2901689 11682333 34479615 26645229 30532931 23152683 126492791 0.47290 0.52110 0.02290 0.01560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INVESTMENT IN CORE 1783432 1783432 X 23718564 565881 565881 23152683 0 23152683 26808692 565881 565881 26242811 0 26242811 PART X, LINE 2: UNBOUNDED LEARNING, INC. IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE REGULATIONS AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE TAXES ON INCOME. THE ORGANIZATION FILES TAX RETURNS IN VARIOUS JURISDICTIONS AND IS SUBJECT TO POTENTIAL EXAMINATION BY TAXING AUTHORITIES. THE ORGANIZATION'S CURRENT AND PRIOR THREE YEARS TAX RETURNS REMAIN SUBJECT TO REVIEW BY TAXING AUTHORITIES. MANAGEMENT OF THE ORGANIZATION BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. X 0 0 0 0 0 0 0 1 0 LACEY ROBINSON PRESIDENT AND CEO 441585 0 87000 0 0 0 17250 0 12375 0 558210 0 0 0 NADYA DABBY CHIEF IMPACT OFFICER 304827 0 31563 0 0 0 15241 0 36265 0 387896 0 0 0 LAURA SMITH CHIEF OPERATING OFFICER 311524 0 31768 0 0 0 15576 0 23774 0 382642 0 0 0 MONICA VASQUEZ CHIEF TALENT OFFICER 295628 0 27324 0 0 0 14781 0 23851 0 361584 0 0 0 KRISTEN EHLMAN CHIEF PROGRAM OFFICER 260715 0 26569 0 0 0 13036 0 30178 0 330498 0 0 0 NOLAN HIGHBAUGH GENERAL COUNSEL (JOINED JAN 24) 256403 0 11795 0 0 0 12820 0 27368 0 308386 0 0 0 SCOTT NOON SR. VICE PRESIDENT, MARKETING 235712 0 11500 0 0 0 11786 0 12316 0 271314 0 0 0 PART I, LINE 7 BONUSES REPORTED IN THE COMPENSATION TABLE WERE AWARDED BASED ON A VARIETY OF FACTORS, INCLUDING PROVISIONS OUTLINED IN EMPLOYMENT AGREEMENTS, APPROVAL BY THE BOARD OF DIRECTORS, RETENTION INCENTIVES, AND ORGANIZATIONAL REVENUE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE PROVIDED TO THE TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE PURPOSE OF THE FINANCIAL POLICY AND PROCEDURES DOCUMENT TO ENCOURAGE TRUSTEES, OFFICERS OR EMPLOYEES TO REPORT INFORMATION THAT THEY REASONABLY AND IN GOOD FAITH BELIEVE TO BE IN VIOLATION OF THE CODE OF BUSINESS CONDUCT, THE POLICY ON CONFLICT OF INTEREST AND RELATED PARTY TRANSACTION POLICY, APPLICABLE LAW OR REGULATION, TO A MEMBER OF THE BOARD OF TRUSTEES, IN WRITING STATING IN DETAIL THE BASIS FOR BELIEF OF THE VIOLATION OR SUSPECTED VIOLATION. FORM 990, PART VI, SECTION B, LINE 15 THE INDEPENDENT DIRECTORS OF THE BOARD REVIEW AND APPROVE CEO COMPENSATION. THE CEO REVIEWS AND APPROVES COMPENSATION OF THE CORPORATION'S KEY AND HIGHLY PAID EMPLOYEES AND INDEPENDENT CONTRACTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 2,512,462. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 216,113. TOTAL EXPENSES 2,728,575. PART XII, LINE 2C EXPLANATION THE BOARD HAS NOT CHANGED ITS PROCESS FOR SELECTING THE INDEPENDENT AUDITOR NOR HAVE THEY CHANGED THE OVERSIGHT OF THE AUDIT FROM PRIOR YEARS. CONSORTIUM ON REACHING EXCELLENCE IN EDUCATION 1300 CLAY STREET STE 600 OAKLAND CA 94612 943264308 EDUCATION CA YES C 13912083 7300019 1.00000 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CONSORTIUM ON REACHING EXCELLENCE IN EDUCATION D 2000000 FMV