UNBOUNDED LEARNING INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNBOUNDED LEARNING INC (EIN 47-5223320)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-12
- IRS object ID
- 202511329349306381
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T16:53:23-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161092347 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENGEL METZGER BARR & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CHESTNUT STREET SUITE 1200 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475223320 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNBOUNDED LEARNING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNBO | BusinessNameControlTxt |
| Phone | 6464152118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 PARK AVE S 90834 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100031502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LACEY ROBINSON | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 6464152118 | PhoneNum |
| Signature | 2025-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE CAIN | PreparerPersonNm |
| PTIN | P00150750 | PTIN |
| Phone | 5854231860 | PhoneNum |
| Preparation | 2025-04-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LACEY ROBINSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 PARK AVE S 90834 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100031502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $42,926,483 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WWW.UNBOUNDED.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | UNBOUNDED EMPOWERS EDUCATORS TO MEET THE NEEDS OF EVERY SINGLE STUDENT THROUGH GRADE-LEVEL, ENGAGING, AFFIRMING, AND MEANINGFUL GLEAM "REGISTERED TRADEMARK" INSTRUCTION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 95 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,892,265 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,749,883 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,361,889 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,345,506 | CYProgramServiceRevenueAmt |
| PY Investment Income | $391,075 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,437,542 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $26,645,229 | PYTotalRevenueAmt |
| CY Total Revenue | $30,532,931 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,909,200 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,608,013 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,006,274 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,761,280 | PYOtherExpensesAmt |
| CY Other Expenses | $14,430,889 | CYOtherExpensesAmt |
| PY Total Expenses | $27,670,480 | PYTotalExpensesAmt |
| CY Total Expenses | $29,038,902 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,025,251 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,494,029 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,988,134 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,503,333 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,303,591 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,324,761 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,684,543 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,178,572 | NetAssetsOrFundBalancesEOYAmt |
| Mission | UNBOUNDED EMPOWERS EDUCATORS TO MEET THE NEEDS OF EVERY SINGLE STUDENT THROUGH GRADE-LEVEL, ENGAGING, AFFIRMING, AND MEANINGFUL GLEAM "REGISTERED TRADEMARK" INSTRUCTION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,974,254 | ExpenseAmt |
| Revenue | $1,775,916 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,675,715 | ExpenseAmt |
| Revenue | $6,944,840 | RevenueAmt |
| Desc | UNBOUNDED HOSTED 3 STANDARDS INSTITUTE EVENTS IN JULY 2023, WINTER 2024 AND JUNE 2024; REACHING OVER 2,300 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,254,479 | ExpenseAmt |
| Revenue | $3,624,750 | RevenueAmt |
| Desc | LOCAL & VIRTUAL SUMMIT - UNBOUNDED'S INTERACTIVE TWO-DAY SUMMIT FOR TEACHERS, COACHES, AND LEADERS EMPHASIZES INSTRUCTIONAL PLANNING IN THE COMPLEX ERA COVID-19 AND AMIDST A HISTORICAL ANTI-RACIST MOVEMENT. WITH AN EMPHASIS ON GRADE-LEVEL CURRICULUM, STRATEGIC SUPPORTS, AND EQUITABLE INSTRUCTION, THE UNBOUNDED VIRTUAL SUMMIT MOVES EDUCATORS THROUGH PLANNING PROCESSES THAT CAN PRODUCE MEANINGFUL, ENGAGING IN-PERSON AND VIRTUAL CLASSROOM EXPERIENCES. TEACHERS & COACHES LEAVE THE VIRTUAL SUMMIT BETTER PREPARED TO MAKE INFORMED DECISIONS THAT ADDRESS UNFINISHED INSTRUCTION WHILE REMAINING IN GRADE-LEVEL CURRICULUM, AND LEADERS LEAVE THE SUMMIT BETTER PREPARED TO MAKE DECISIONS THAT ENSURE STUDENTS HAVE EQUITABLE ACCESS TO GRADE-LEVEL INSTRUCTION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $23,904,448 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 268 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 95 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6464152118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 PARK AVE S 90834 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100031502 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| SHAUN NELMS | |||||||||
| BOARD MEMBER (RESIGNED APRIL 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DOUG BORCHARD | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SONJIHIA LOWERY | |||||||||
| BOARD CHAIR AS OF APRIL 2024 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| SARAH BRAYTON | |||||||||
| BOARD CHAIR (RESIGNED APRIL 24 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| TODD COLLINS | |||||||||
| TREASURER (RESIGNED NOV 2024) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| DR GISLAINE NGOUNOU | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BETH MEJIA | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KELLY STUART | |||||||||
| BOARD MEMBER AS OF JUNE 2024 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LACEY ROBINSON | |||||||||
| PRESIDENT AND CEO | 40.00 | $455,177 | $0 | $35,674 | Yes (X) | ||||
| LAURA SMITH | |||||||||
| CHIEF OPERATING OFFICER | 40.00 | $326,474 | $0 | $37,745 | Yes (X) | ||||
| KRISTEN EHLMAN | |||||||||
| CHIEF PROGRAM OFFICER | 40.00 | $272,770 | $0 | $40,579 | Yes (X) | ||||
| NADYA DABBY | |||||||||
| CHIEF IMPACT OFFICER | 40.00 | $172,129 | $0 | $28,131 | Yes (X) | ||||
| MONICA VASQUEZ | |||||||||
| CHIEF TALENT & ORGANIZATIO | 40.00 | $310,617 | $0 | $36,984 | Yes (X) | ||||
| MICHAELLE MCCASTLE | |||||||||
| SR. VP OF PARTNERSHIPS | 40.00 | $245,505 | $0 | $34,123 | Yes (X) | ||||
| ANDREA HANCOCK | |||||||||
| SR. VP OF PROGRAM DESIGN | 1.00 | $211,406 | $0 | $40,150 | Yes (X) | ||||
| LAKISHA COVERT | |||||||||
| SR. VP OF PROGRAM IMPLEMENTATION | 1.00 | $205,438 | $0 | $27,499 | Yes (X) | ||||
| ARUN RAMANATHAN | |||||||||
| FORMER SPECIAL ADVISOR TO CEO | 0.00 | $451,273 | $0 | $13,443 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,650,789 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $294,328 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 47 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CENTERPLATE | |||||
| 1 INDEPENDENCE POINTE ST 305 | GREENVILLE | SC | 29615 | FOOD SERVICES | $948,688 |
| CERRO CLOUD LLC | |||||
| 40 WALL STREET 2739 | NEW YORK | NY | 10005 | OUTSOURCED TECHNOLOGY AND SECURITY | $558,326 |
| ONE LEARNING COMMUNITY LTD CO | |||||
| 223 KINGSBURY GRADE BOX 5024 | STATELINE | NV | 89449 | OUTSOURCED WEB DEVELOPMENT | $509,701 |
| ORLANDO EVENT PRODUCTIONS LLC | |||||
| 7605 PRESIDENTS DRIVE | ORLANDO | FL | 32809 | AUDIO VISUAL SERVICES | $505,698 |
| DAVIS WRIGHT TREMAINE LLP | |||||
| PO BOX 7410478 | CHICAGO | IL | 60674 | LEGAL SERVICES | $480,517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,163,126 | GovernmentGrantsAmt |
| All Other Contributions | $14,586,757 | AllOtherContributionsAmt |
| Total Contributions | $16,749,883 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACTED SERVICES | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $12,345,506 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,345,506 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,345,506 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $519,064 | TotalRevenueColumnAmt |
| Exclusion | $519,064 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,312,030 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,393,552 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $918,478 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $918,478 | TotalRevenueColumnAmt |
| Exclusion | $918,478 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,532,931 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,345,506 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,437,542 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,593,669 | TotalAmt |
| Program Services | $531,223 | ProgramServicesAmt |
| Management And General | $531,223 | ManagementAndGeneralAmt |
| Fundraising | $531,223 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,300,743 | TotalAmt |
| Program Services | $8,610,048 | ProgramServicesAmt |
| Management And General | $1,641,085 | ManagementAndGeneralAmt |
| Fundraising | $49,610 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $608,081 | TotalAmt |
| Program Services | $499,578 | ProgramServicesAmt |
| Management And General | $99,889 | ManagementAndGeneralAmt |
| Fundraising | $8,614 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,095,309 | TotalAmt |
| Program Services | $892,592 | ProgramServicesAmt |
| Management And General | $182,445 | ManagementAndGeneralAmt |
| Fundraising | $20,272 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,010,211 | TotalAmt |
| Program Services | $782,553 | ProgramServicesAmt |
| Management And General | $182,361 | ManagementAndGeneralAmt |
| Fundraising | $45,297 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,666 | TotalAmt |
| Management And General | $193,666 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $547,432 | TotalAmt |
| Management And General | $438,509 | ManagementAndGeneralAmt |
| Fundraising | $108,923 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,918,502 | TotalAmt |
| Program Services | $2,758,811 | ProgramServicesAmt |
| Fundraising | $159,691 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $746,013 | TotalAmt |
| Program Services | $746,013 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,292,984 | TotalAmt |
| Program Services | $1,011,871 | ProgramServicesAmt |
| Management And General | $222,542 | ManagementAndGeneralAmt |
| Fundraising | $58,571 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,246 | TotalAmt |
| Program Services | $18,246 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,195 | TotalAmt |
| Management And General | $22,195 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,753 | TotalAmt |
| Program Services | $352,271 | ProgramServicesAmt |
| Management And General | $82,091 | ManagementAndGeneralAmt |
| Fundraising | $20,391 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,306 | TotalAmt |
| Management And General | $106,306 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STANDARD INSTITUTE AND | $7,484,949 | $7,484,949 | ||
| INTEGRATION EXPENSE | $385,189 | $385,189 | ||
| COST OF GOODS SOLD | $152,682 | $152,682 | ||
| STAFF DEVELOPMENT | $82,116 | $63,611 | $14,823 | $3,682 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,856 | TotalAmt |
| Management And General | $25,856 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,038,902 | TotalAmt |
| Program Services | $23,904,448 | ProgramServicesAmt |
| Management And General | $4,128,180 | ManagementAndGeneralAmt |
| Fundraising | $1,006,274 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,867,692 | BOYAmt |
| EOY | $4,041,299 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,688,073 | BOYAmt |
| EOY | $1,512,659 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,760,000 | BOYAmt |
| EOY | $900,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,395,836 | BOYAmt |
| EOY | $5,213,097 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,165,432 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $734,792 | BOYAmt |
| EOY | $1,446,770 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,758,309 | BOYAmt |
| EOY | $9,440,644 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,783,432 | BOYAmt |
| EOY | $1,783,432 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,988,134 | BOYAmt |
| EOY | $26,503,333 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,641,891 | BOYAmt |
| EOY | $3,832,361 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,661,700 | BOYAmt |
| EOY | $1,492,400 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,303,591 | BOYAmt |
| EOY | $5,324,761 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,057,247 | BOYAmt |
| EOY | $14,235,595 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,627,296 | BOYAmt |
| EOY | $6,942,977 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,684,543 | BOYAmt |
| EOY | $21,178,572 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,988,134 | BOYAmt |
| EOY | $26,503,333 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,494,029 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,294,116 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,481,009 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,815,024 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,892,265 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,749,883 | CurrentTaxYearAmt |
| Total | $69,232,297 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,920,617 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,201,122 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,664,488 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,361,889 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,345,506 | CurrentTaxYearAmt |
| Total | $46,493,622 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,214,733 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,682,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,479,512 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,254,154 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,095,389 | CurrentTaxYearAmt |
| Total | $115,725,919 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,524,716 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,938,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,140,173 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,290,768 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,550,414 | CurrentTaxYearAmt |
| Total | $54,444,671 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,524,716 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,938,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,140,173 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,290,768 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,550,414 | CurrentTaxYearAmt |
| Total | $54,444,671 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $61,281,248 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $202 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $391,075 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,437,542 | CurrentTaxYearAmt |
| Total | $1,829,022 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $202 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $391,075 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,437,542 | CurrentTaxYearAmt |
| Total | $1,829,022 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,085 | CurrentTaxYearMinus4YearsAmt |
| Total | $56,085 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,270,918 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,682,333 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,479,615 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,645,229 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,532,931 | CurrentTaxYearAmt |
| Total | $117,611,026 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.52110 | PublicSupportCY509Pct |
| Public Support PY509 | 0.53990 | PublicSupportPY509Pct |
| Investment Income CY | 0.01560 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00400 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN CORE | Desc |
| Book Value | $1,783,432 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,783,432 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,934,963 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $402,032 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $402,032 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,532,931 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,532,931 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,440,934 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $402,032 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $402,032 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,038,902 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $29,038,902 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LACEY ROBINSON | ||||||||||||||
| PRESIDENT AND CEO | $390,177 | $0 | $65,000 | $0 | $0 | $0 | $23,299 | $0 | $12,375 | $0 | $490,851 | $0 | $0 | $0 |
| ARUN RAMANATHAN | ||||||||||||||
| FORMER SPECIAL ADVISOR TO CEO | $78,021 | $0 | $0 | $0 | $373,252 | $0 | $10,080 | $0 | $3,363 | $0 | $464,716 | $0 | $0 | $0 |
| LAURA SMITH | ||||||||||||||
| CHIEF OPERATING OFFICER | $295,973 | $0 | $30,501 | $0 | $0 | $0 | $16,491 | $0 | $21,254 | $0 | $364,219 | $0 | $0 | $0 |
| MONICA VASQUEZ | ||||||||||||||
| CHIEF TALENT & ORGANIZATIO | $281,597 | $0 | $29,020 | $0 | $0 | $0 | $15,690 | $0 | $21,294 | $0 | $347,601 | $0 | $0 | $0 |
| KRISTEN EHLMAN | ||||||||||||||
| CHIEF PROGRAM OFFICER | $247,303 | $0 | $25,467 | $0 | $0 | $0 | $13,784 | $0 | $26,795 | $0 | $313,349 | $0 | $0 | $0 |
| MICHAELLE MCCASTLE | ||||||||||||||
| SR. VP OF PARTNERSHIPS | $155,662 | $0 | $89,843 | $0 | $0 | $0 | $12,295 | $0 | $21,828 | $0 | $279,628 | $0 | $0 | $0 |
| ANDREA HANCOCK | ||||||||||||||
| SR. VP OF PROGRAM DESIGN | $208,906 | $0 | $2,500 | $0 | $0 | $0 | $10,573 | $0 | $29,577 | $0 | $251,556 | $0 | $0 | $0 |
| LAKISHA COVERT | ||||||||||||||
| SR. VP OF PROGRAM IMPLEMENTATION | $198,438 | $0 | $7,000 | $0 | $0 | $0 | $10,274 | $0 | $17,225 | $0 | $232,937 | $0 | $0 | $0 |
| NADYA DABBY | ||||||||||||||
| CHIEF IMPACT OFFICER | $147,129 | $0 | $25,000 | $0 | $0 | $0 | $8,608 | $0 | $19,523 | $0 | $200,260 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 VII, SECTION B | IN FISCAL YEAR 2024, THE ORGANIZATION PAID $374,500 IN SEVERANCE COMPENSATION TO ARUN RAMANATHAN, WHO SERVED AS THE SPECIAL ADVISOR TO THE CEO UNTIL JUNE 2023. THIS AMOUNT WAS PAID PURSUANT TO A SEPARATION AGREEMENT APPROVED BY MANAGEMENT OF THE ORGANIZATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2,758,811. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 159,691. TOTAL EXPENSES 2,918,502. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSORTIUM ON REACHING EXCELLENCE IN EDUCATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 CLAY STREET STE 600 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943264308 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | -$995,381 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $6,777,413 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSORTIUM ON REACHING EXCELLENCE IN EDUCATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $2,000,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments