2025-05-12T16:53:23-05:00 2024-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2023-07-01 475223320 UNBOUNDED LEARNING INC UNBO 6464152118 228 PARK AVE S 90834 NEW YORK NY 100031502 LACEY ROBINSON PRESIDENT AND CEO 6464152118 2025-04-25 1 0 MICHELLE CAIN P00150750 5854231860 2025-04-25 2023 2025-03-06 01:10:19Z LACEY ROBINSON 228 PARK AVE S 90834 NEW YORK NY 100031502 42926483 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 13892265 16749883 12361889 12345506 391075 1437542 0 0 26645229 30532931 0 0 0 0 11909200 14608013 0 0 1006274 15761280 14430889 27670480 29038902 -1025251 1494029 24988134 26503333 5303591 5324761 19684543 21178572 UNBOUNDED EMPOWERS EDUCATORS TO MEET THE NEEDS OF EVERY SINGLE STUDENT THROUGH GRADE-LEVEL, ENGAGING, AFFIRMING, AND MEANINGFUL GLEAM "REGISTERED TRADEMARK" INSTRUCTION. 0 0 16974254 1775916 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. 5675715 6944840 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. 1254479 3624750 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. 23904448 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 LAURA SMITH 6464152118 228 PARK AVE S 90834 NEW YORK NY 100031502 SHAUN NELMS BOARD MEMBER (RESIGNED APRIL 2024) 1.00 X 0 0 0 DOUG BORCHARD BOARD MEMBER 1.00 X 0 0 0 SONJIHIA LOWERY BOARD CHAIR AS OF APRIL 2024 1.00 X X 0 0 0 SARAH BRAYTON BOARD CHAIR (RESIGNED APRIL 24 1.00 X X 0 0 0 TODD COLLINS TREASURER (RESIGNED NOV 2024) 1.00 X 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 AS OF JUNE 2024 1.00 X 0 0 0 LACEY ROBINSON PRESIDENT AND CEO 40.00 X 455177 0 35674 LAURA SMITH CHIEF OPERATING OFFICER 40.00 X 326474 0 37745 KRISTEN EHLMAN CHIEF PROGRAM OFFICER 40.00 X 272770 0 40579 NADYA DABBY CHIEF IMPACT OFFICER 40.00 X 172129 0 28131 MONICA VASQUEZ CHIEF TALENT & ORGANIZATIO 40.00 X 310617 0 36984 MICHAELLE MCCASTLE SR. VP OF PARTNERSHIPS 40.00 X 245505 0 34123 ANDREA HANCOCK SR. VP OF PROGRAM DESIGN 1.00 X 211406 0 40150 LAKISHA COVERT SR. VP OF PROGRAM IMPLEMENTATION 1.00 X 205438 0 27499 ARUN RAMANATHAN FORMER SPECIAL ADVISOR TO CEO 0.00 X 451273 0 13443 2650789 0 294328 47 1 1 0 CENTERPLATE 1 INDEPENDENCE POINTE ST 305 GREENVILLE SC 29615 FOOD SERVICES 948688 CERRO CLOUD LLC 40 WALL STREET 2739 NEW YORK NY 10005 OUTSOURCED TECHNOLOGY AND SECURITY 558326 ONE LEARNING COMMUNITY LTD CO 223 KINGSBURY GRADE BOX 5024 STATELINE NV 89449 OUTSOURCED WEB DEVELOPMENT 509701 ORLANDO EVENT PRODUCTIONS LLC 7605 PRESIDENTS DRIVE ORLANDO FL 32809 AUDIO VISUAL SERVICES 505698 DAVIS WRIGHT TREMAINE LLP PO BOX 7410478 CHICAGO IL 60674 LEGAL SERVICES 480517 27 2163126 14586757 16749883 CONTRACTED SERVICES 611710 12345506 12345506 12345506 519064 519064 13312030 12393552 918478 918478 918478 30532931 12345506 0 1437542 X 1593669 531223 531223 531223 10300743 8610048 1641085 49610 608081 499578 99889 8614 1095309 892592 182445 20272 1010211 782553 182361 45297 193666 193666 547432 438509 108923 2918502 2758811 159691 746013 746013 1292984 1011871 222542 58571 18246 18246 22195 22195 454753 352271 82091 20391 106306 106306 STANDARD INSTITUTE AND 7484949 7484949 INTEGRATION EXPENSE 385189 385189 COST OF GOODS SOLD 152682 152682 STAFF DEVELOPMENT 82116 63611 14823 3682 25856 25856 29038902 23904448 4128180 1006274 1867692 4041299 5688073 1512659 2760000 900000 4395836 5213097 2165432 734792 1446770 7758309 9440644 1783432 1783432 24988134 26503333 3641891 3832361 1661700 1492400 5303591 5324761 X 15057247 14235595 4627296 6942977 19684543 21178572 24988134 26503333 1494029 0 X X 0 1 X 1 1 1 X 5294116 7481009 25815024 13892265 16749883 69232297 8920617 4201122 8664488 12361889 12345506 46493622 14214733 11682131 34479512 26254154 29095389 115725919 0 3524716 6938600 21140173 8290768 14550414 54444671 3524716 6938600 21140173 8290768 14550414 54444671 61281248 100 202 103 391075 1437542 1829022 100 202 103 391075 1437542 1829022 56085 56085 14270918 11682333 34479615 26645229 30532931 117611026 0.52110 0.53990 0.01560 0.00400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INVESTMENT IN CORE 1783432 1783432 X 30934963 402032 402032 30532931 0 30532931 29440934 402032 402032 29038902 0 29038902 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 390177 0 65000 0 0 0 23299 0 12375 0 490851 0 0 0 ARUN RAMANATHAN FORMER SPECIAL ADVISOR TO CEO 78021 0 0 0 373252 0 10080 0 3363 0 464716 0 0 0 LAURA SMITH CHIEF OPERATING OFFICER 295973 0 30501 0 0 0 16491 0 21254 0 364219 0 0 0 MONICA VASQUEZ CHIEF TALENT & ORGANIZATIO 281597 0 29020 0 0 0 15690 0 21294 0 347601 0 0 0 KRISTEN EHLMAN CHIEF PROGRAM OFFICER 247303 0 25467 0 0 0 13784 0 26795 0 313349 0 0 0 MICHAELLE MCCASTLE SR. VP OF PARTNERSHIPS 155662 0 89843 0 0 0 12295 0 21828 0 279628 0 0 0 ANDREA HANCOCK SR. VP OF PROGRAM DESIGN 208906 0 2500 0 0 0 10573 0 29577 0 251556 0 0 0 LAKISHA COVERT SR. VP OF PROGRAM IMPLEMENTATION 198438 0 7000 0 0 0 10274 0 17225 0 232937 0 0 0 NADYA DABBY CHIEF IMPACT OFFICER 147129 0 25000 0 0 0 8608 0 19523 0 200260 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 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. 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. CONSORTIUM ON REACHING EXCELLENCE IN EDUCATION 1300 CLAY STREET STE 600 OAKLAND CA 94612 943264308 EDUCATION CA YES C -995381 6777413 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