2022-05-16T07:57:27-05:00 2021-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2020-07-01 475223320 UNBOUNDED LEARNING INC UNBO 6464152118 228 PARK AVE S NO 90834 NEW YORK NY 100031502 LAURA SMITH SECRETARY & TREASURER 6464152118 2022-05-05 1 LAURA SMITH 999009999 MICHELLE CAIN P00150750 5854231860 2022-05-05 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z LACEY ROBINSON 228 PARK AVE S NO 90834 NEW YORK NY 100031502 11682333 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 8 6 34 7 0 0 5294116 7481009 8976702 4201122 100 202 0 0 14270918 11682333 0 0 0 0 5140089 5830202 0 0 256723 7024035 3909062 12164124 9739264 2106794 1943069 6994583 10202052 3089151 4353551 3905432 5848501 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 1 0 2060345 3386751 VIRTUAL SUMMIT - UNBOUNDED'S INTERACTIVE TWO-DAY VIRTUAL 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 VIRTUAL SUMMIT BETTER PREPARED TO MAKE DECISIONS THAT ENSURE STUDENTS HAVE EQUITABLE ACCESS TO GRADE-LEVEL INSTRUCTION. 557242 696542 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. 5233655 117829 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) PROVIDE MIDDLE SCHOOL MATH SERVICES TO PARTICIPATING DISTRICTS IN THE MILA PROGRAM TO TRANSFORM SCHOOL LEADERS TO RAISE MATH ACHIEVEMENT BY EMPHASIZING THE ROLE OF LEADERSHIP; SUPPORTING TEACHERS TO IMPLEMENT HIGH-COGNITIVE-DEMAND TASKS WITH MULTIPLE STRATEGIES; AND ADDRESSING EXPECTATIONS AND BIAS THROUGH CULTURALLY RESPONSIVE METHODS. 3) EXPAND UNBOUNDED'S SUITE OF RESEARCH BASED SERVICES OF DIGITAL AND VIRTUAL OFFERINGS TO MEETING THE CHANGING NEEDS OF DISTRICTS. 7851242 1 1 0 0 0 0 0 0 0 0 0 0 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 1 159 0 34 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 6 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 X LAURA SMITH 6464152118 228 PARK AVE S NO 90834 NEW YORK NY 100031502 LAURA SMITH SECRETARY/TREASURER/COO 40.00 X X 277917 0 22347 JEFF LIVINGSTON BOARD OF DIRECTOR 1.00 X 0 0 0 SHAUN NELMS BOARD OF DIRECTOR 1.00 X 0 0 0 DOUG BORCHARD BOARD OF DIRECTOR (THRU APRIL 2022) 1.00 X 0 0 0 LACEY ROBINSON PRESIDENT AND CEO 40.00 X X 331500 0 23960 MAYA GOODALL BOARD CHAIR 1.00 X 0 0 0 DR ARUN RAMANATHAN BOARD OF DIRECTOR 1.00 X 0 0 0 JASON ZIMBA BOARD OF DIRECTOR 1.00 X 0 0 0 MIKE PERIGO BOARD OF DIRECTOR - THRU JUNE 2021 1.00 X 0 0 0 KRISTEN EHLMAN INTERIM CHIEF PROGRAM OFFICER 40.00 X 188583 0 28398 JASON SCHWEID DEPUTY CHIEF, PROGRAM DESIGN AND DEV - THRU SEPT 2 40.00 X 176610 0 14556 PETER COE CHIEF ACADEMIC OFFICER-THRU JAN 2021 40.00 X 213750 0 32170 TAYA PAGE ADVISORY, TECHNOLOGY - THRU OCT 2021 40.00 X 245771 0 28055 LAKISHA COVERT DEPUTY CHIEF, PROGRAM IMPLEMENTATION & DELIVERY 40.00 X 183517 0 6448 ANDREA HANCOCK DEPUTY CHIEF, PROGRAM DESI 40.00 X 197892 0 32682 1815540 0 188616 8 0 1 0 HILTON MANAGEMENT LLC 1900 E BUENA VISTA DRIVE LAKE BUENA VISTA FL 32830 STANDARDS INSTITUTE HOTEL VENDOR 1302015 HONIG BUSINESS SOLUTIONS LLC 62 HAYS HILL ROAD PLEASANTVILLE NY 10570 FINANCE & OPERATIONS CONSULTING 185736 SECOND AVENUE SOFTWARE INC 280 E BROAD STREET STE 310 ROCHESTER NY 14604 TECH & ENGINEERING CONSULTING 164590 UPWORK 475 BRANNAN STREET STE 430 SAN FRANCISCO CA 94107 TECH & ENGINEERING CONSULTING 154744 EVENTSHOP INC 718 HIGH POINT WAY KNOXVILLE TN 39712 STANDARDS INSTITUTE EVENT PLANNER 146710 8 644502 6836507 7481009 CONTRACTED SERVICES 611710 4201122 4201122 4201122 202 202 11682333 4201122 0 202 X 895148 227027 501099 167022 4082214 3534575 512762 34877 119980 97299 19851 2830 388502 315610 64190 8702 344358 262043 68918 13397 106166 14938 91228 240086 22718 196229 21139 1557359 1557359 443349 443349 333522 182138 142770 8614 137416 137416 3643 2772 729 142 4640 4640 9122 9122 STANDARD INSTITUTE & PR 1033233 1033233 STAFF DEVELOPMENT 24401 24401 BAD DEBT EXPENSE 16125 16125 9739264 7851242 1631299 256723 5785224 7864647 99282 510099 1063467 1709898 46610 117408 6994583 10202052 400782 1068390 2043867 3285161 644502 0 3089151 4353551 X 3905432 5848501 3905432 5848501 6994583 10202052 1943069 0 X X 0 1 X 1 1 1 X 7967412 10122431 7066083 5294116 7481009 37931051 3295500 1915158 4764725 8920617 4201122 23097122 11262912 12037589 11830808 14214733 11682131 61028173 0 7967412 10405645 7115578 3524716 6004016 35017367 7967412 10405645 7115578 3524716 6004016 35017367 26010806 789 150 150 100 202 1391 789 150 150 100 202 1391 4463 15550 33248 56085 109346 11268164 12053289 11864206 14270918 11682333 61138910 0.42540 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 11997536 315203 315203 11682333 0 11682333 10054467 315203 315203 9739264 0 9739264 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 NEW YORK, CALIFORNIA AND MASSACHUSETTS. THE TAX RETURNS FOR YEARS ENDED JUNE 30, 2018 THROUGH JUNE 30, 2021 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 331500 0 0 0 0 0 4500 0 19460 0 355460 0 0 0 LAURA SMITH SECRETARY/TREASURER/COO 277917 0 0 0 0 0 4500 0 17847 0 300264 0 0 0 TAYA PAGE ADVISORY, TECHNOLOGY - THRU OCT 2021 245771 0 0 0 0 0 4500 0 23555 0 273826 0 0 0 PETER COE CHIEF ACADEMIC OFFICER-THRU JAN 2021 213750 0 0 0 0 0 4500 0 27670 0 245920 0 0 0 ANDREA HANCOCK DEPUTY CHIEF, PROGRAM DESI 197892 0 0 0 0 0 4500 0 28182 0 230574 0 0 0 KRISTEN EHLMAN INTERIM CHIEF PROGRAM OFFICER 188583 0 0 0 0 0 4500 0 23898 0 216981 0 0 0 JASON SCHWEID DEPUTY CHIEF, PROGRAM DESIGN AND DEV 176610 0 0 0 0 0 4500 0 10056 0 191166 0 0 0 LAKISHA COVERT DEPUTY CHIEF, PROGRAM IMPLEMENTATION 183517 0 0 0 0 0 4500 0 1948 0 189965 0 0 0 FORM 990, PART III, LINE 2 LAUNCHED THE FEDERALLY FUNDED MATH IDENTITY LEADERSHIP ACCELERATOR 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 BOARD OF DIRECTORS, 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 DIRECTORS, 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 1,557,359. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,557,359. PART XII, LINE 2C EXPLANATION THE PROCESS IS CONSISTENT WITH PRIOR YEARS.