2023-05-15T15:48:30-05:00 2022-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2021-07-01 475223320 UNBOUNDED LEARNING INC UNBO 6464152118 228 PARK AVE S 90834 NEW YORK NY 100031502 LAURA SMITH SECRETARY & TREASURER 6464152118 2023-05-04 1 LAURA SMITH 999009999 MICHELLE CAIN P00150750 5854231860 2023-05-04 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LACEY ROBINSON 228 PARK AVE S 90834 NEW YORK NY 100031502 34479615 0 X HTTPS://WWW.UNBOUNDED.ORG/ X 2015 NY OUR VISION IS THAT EDUCATION SYSTEMS DISRUPT SYSTEMIC RACISM BY PROVIDING STUDENTS OF COLOR MEANINGFUL, ENGAGING, AND AFFIRMING GRADE-LEVEL INSTRUCTION. MEANINGFUL, ENGAGING, AND AFFIRMING GRADE-LEVEL INSTRUCTION IS THE RESULT OF COMBINING ANTIRACIST IDEOLOGY WITH CULTURALLY RELEVANT PEDAGOGY. EVIDENCE OF MEANINGFUL, ENGAGING, AND AFFIRMING GRADE-LEVEL INSTRUCTION CAN BE FOUND IN: - TEACHER KNOWLEDGE AND BELIEFS - TEACHER REFLECTION AND PLANNING ACTIVITIES - TEACHER ACTIONS IN THE CLASSROOM - STUDENT LEARNING EXPERIENCES 7 5 49 10 0 0 7481009 25815024 4201122 8664488 202 103 0 0 11682333 34479615 0 0 0 0 5830202 7589582 0 0 778016 3909062 12028740 9739264 19618322 1943069 14861293 10202052 24556772 4353551 3846978 5848501 20709794 X OUR VISION IS THAT EDUCATION SYSTEMS DISRUPT SYSTEMIC RACISM BY PROVIDING STUDENTS OF COLOR MEANINGFUL, ENGAGING, AND AFFIRMING GRADE-LEVEL INSTRUCTION. MEANINGFUL, ENGAGING, AND AFFIRMING GRADE-LEVEL INSTRUCTION IS THE RESULT OF COMBINING ANTIRACIST IDEOLOGY WITH CULTURALLY RELEVANT PEDAGOGY. EVIDENCE OF MEANINGFUL, ENGAGING, AND AFFIRMING GRADE-LEVEL INSTRUCTION CAN BE FOUND IN: - TEACHER KNOWLEDGE AND BELIEFS - TEACHER REFLECTION AND PLANNING ACTIVITIES - TEACHER ACTIONS IN THE CLASSROOM - STUDENT LEARNING EXPERIENCES 0 0 5981855 168803 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. 6311407 4128439 UNBOUNDED HOSTED 2 STANDARDS INSTITUTE EVENTS IN MARCH 2022 AND JUNE 2022; REACHING OVER 1,400 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. 2141795 2634715 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. 1314251 1732531 OUR TWO COHORT PROGRAMS, THE SYSTEM LEADER ACADEMY AND THE EQUITY INFLUENCER RESIDENCY, WORK IN TANDEM TO BUILD A SYSTEM'S CAPACITY BY TRAINING COHORTS OF LEADERS WHO BECOME CHANGE AGENTS FOR SUPPORTING EFFECTIVE, EQUITY-FOCUSED INSTRUCTIONAL PRACTICES. WHEREAS THE EQUITY INFLUENCER RESIDENCY (EIR) DEVELOPS TEACHER LEADERS, COACHES, PRINCIPALS, AND SUPPORT STAFF WHO DIRECTLY BUILD CAPACITY IN TEACHERS TO SUCCESSFULLY IMPLEMENT EQUITABLE INSTRUCTIONAL PRACTICES, THE SYSTEM LEADER ACADEMY (SLA) DEVELOPS LEADERS AT THE HIGHEST LEVELS OF A DISTRICT TO IMPLEMENT SYSTEMS THAT SCALE EQUITABLE INSTRUCTION. 1314251 1732531 15749308 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 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 0 0 0 0 1 209 0 49 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 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 LAURA SMITH SECRETARY/TREASURER/COO 40.00 X X 267674 0 23630 JEFF LIVINGSTON BOARD OF DIRECTOR - THRU JAN 2022 1.00 X 0 0 0 SHAUN NELMS BOARD OF DIRECTOR 1.00 X 0 0 0 DOUG BORCHARD BOARD OF DIRECTOR - THRU APR 2022 1.00 X 0 0 0 LACEY ROBINSON PRESIDENT AND CEO 40.00 X X 364831 0 25263 MAYA GOODALL BOARD CHAIR 1.00 X 0 0 0 DR ARUN RAMANATHAN BOARD OF DIRECTOR - THRU APR 2022 1.00 X 0 0 0 JASON ZIMBA BOARD OF DIRECTOR 1.00 X 0 0 0 TODD COLLINS BOARD OF DIRECTOR - AS OF DEC 2021 1.00 X 0 0 0 DR GISLAINE NGOUNOU BOARD OF DIRECTOR - AS OF DEC 2021 1.00 X 0 0 0 KRISTEN EHLMAN CHIEF PROGRAM OFFICER 40.00 X 223344 0 30279 TAYA PAGE CHIEF PRODUCT OFFICER - THRU OCT 2021 40.00 X 179562 0 29440 LAKISHA COVERT DEPUTY CHIEF, PROGRAM IMPLEMENTATION & DELIVERY 40.00 X 196158 0 6935 ANDREA HANCOCK DEPUTY CHIEF, PROGRAM DESIGN & DEVELOPMENT 40.00 X 196614 0 34717 MONICA VASQUEZ CHIEF TALENT & ORGANIZATIONAL DEVELOPMENT OFFICER 40.00 X 189313 0 22249 DIANE POWELL DEPUTY CHIEF, STRATEGIC GROWTH & PARTNERSHIP 40.00 X 190676 0 9871 1808172 0 182384 8 0 1 0 HUMRRO 66 CANAL CENTER PLAZA SUITE 700 ALEXANDRIA VA 22314 EXTERNAL RESEARCH EVALUATOR 552137 CERRO CLOUD LLC 40 WALL STREET 2739 NEW YORK NY 10005 OUTSOURCED TECHNOLOGY AND SECURITY 454263 ONE LEARNING COMMUNITY LTD CO 223 KINGSBURY GRADE BOX 5024 STATELINE NV 89449 OUTSOURCED WEB DEVELOPMENT 373342 DELIVERY ASSOCIATES LIMITED 727-729 HIGH ROAD LONDON UK STRATEGIC PLANNING 350000 SECOND AVENUE SOFTWARE INC 280 E BROAD STREET STE 310 ROCHESTER NY 14604 OUTSOURCED WEB DEVELOPMENT 328340 10 2846681 22968343 25815024 CONTRACTED SERVICES 611710 8664488 8664488 8664488 103 103 34479615 8664488 0 103 X 1004237 277744 523238 203255 5533434 4675304 821322 36808 143993 116364 24846 2783 464140 383812 74395 5933 443778 338663 89665 15450 160319 160319 302618 302618 4105301 3269221 563540 272540 645283 426032 219251 646024 341226 291729 13069 41506 41506 6440 4915 1301 224 197850 150987 39975 6888 47860 47860 STANDARD INSTITUTE AND 5683748 5683748 INTEGRATION EXPENSE 126578 126578 STAFF DEVELOPMENT 52135 39786 10534 1815 BAD DEBT EXPENSE 13078 13078 19618322 15749308 3090998 778016 7864647 11303481 510099 521782 1709898 2415355 117408 316154 3106029 6893971 10202052 24556772 1068390 3024579 3285161 822399 4353551 3846978 X 5848501 19664714 1045080 5848501 20709794 10202052 24556772 14861293 0 X X 0 1 X 1 1 1 X 10122431 7066083 5294116 7481009 25815024 55778663 1915158 4764725 8920617 4201122 8664488 28466110 12037589 11830808 14214733 11682131 34479512 84244773 0 10405645 7115578 3524716 6938600 21140173 49124712 10405645 7115578 3524716 6938600 21140173 49124712 35120061 150 150 100 202 103 705 150 150 100 202 103 705 15550 33248 56085 104883 12053289 11864206 14270918 11682333 34479615 84350361 0.41640 0.42540 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 6,900,000 UNITED STATES TREASURY BILLS DTD 6893971 F 6893971 X 34971672 492057 492057 34479615 0 34479615 20110379 492057 492057 19618322 0 19618322 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 HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE VARIOUS JURISDICTIONS WHERE THEY ARE REQUIRED TO DO SO. THE ORGANIZATION FILES FORM 990 TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN VARIOUS STATES. THE TAX RETURNS FOR YEARS ENDED JUNE 30, 2019 THROUGH JUNE 30, 2022 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE IRS AND TAXING AUTHORITIES IN EACH STATE. MANAGEMENT OF THE ORGANIZATION BELIEVES THEY HAVE NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, THEY HAVE NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. X 0 0 0 0 0 0 0 0 0 LACEY ROBINSON PRESIDENT AND CEO 364831 0 0 0 0 0 4500 0 20763 0 390094 0 0 0 LAURA SMITH SECRETARY/TREASURER/COO 267674 0 0 0 0 0 4500 0 19130 0 291304 0 0 0 KRISTEN EHLMAN CHIEF PROGRAM OFFICER 223344 0 0 0 0 0 4500 0 25779 0 253623 0 0 0 ANDREA HANCOCK DEPUTY CHIEF, PROGRAM DESIGN & DEVEL 196614 0 0 0 0 0 4500 0 30217 0 231331 0 0 0 MONICA VASQUEZ CHIEF TALENT & ORGANIZATIONAL DEVELO 189313 0 0 0 0 0 4500 0 17749 0 211562 0 0 0 TAYA PAGE CHIEF PRODUCT OFFICER - THRU OCT 202 179562 0 0 0 0 0 4500 0 24940 0 209002 0 0 0 LAKISHA COVERT DEPUTY CHIEF, PROGRAM IMPLEMENTATION 196158 0 0 0 0 0 4500 0 2435 0 203093 0 0 0 DIANE POWELL DEPUTY CHIEF, STRATEGIC GROWTH & PAR 190676 0 0 0 0 0 4500 0 5371 0 200547 0 0 0 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 3,269,221. MANAGEMENT AND GENERAL EXPENSES 563,540. FUNDRAISING EXPENSES 272,540. TOTAL EXPENSES 4,105,301. PART XII, LINE 2C EXPLANATION THE PROCESS IS CONSISTENT WITH PRIOR YEARS.