UNBOUNDED LEARNING INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- UNBOUNDED LEARNING INC (EIN 47-5223320)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-06
- IRS object ID
- 202141269349301324
- Schema version
- 2019v5.2
- 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 | 2021-05-06T12:29:28-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 NO 90834 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100031502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA SMITH | PersonNm |
| Person Title | SECRETARY & TREASURER | PersonTitleTxt |
| Phone | 6464152118 | PhoneNum |
| Signature | 2021-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE CAIN | PreparerPersonNm |
| PTIN | P00150750 | PTIN |
| Phone | 5854231860 | PhoneNum |
| Preparation | 2021-04-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 NO 90834 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100031502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,270,918 | 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 | 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 | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,066,083 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,294,116 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,797,973 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,976,702 | CYProgramServiceRevenueAmt |
| PY Investment Income | $150 | PYInvestmentIncomeAmt |
| CY Investment Income | $100 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $11,864,206 | PYTotalRevenueAmt |
| CY Total Revenue | $14,270,918 | 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 | $6,187,468 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,140,089 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $504,523 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,688,306 | PYOtherExpensesAmt |
| CY Other Expenses | $7,024,035 | CYOtherExpensesAmt |
| PY Total Expenses | $11,875,774 | PYTotalExpensesAmt |
| CY Total Expenses | $12,164,124 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$11,568 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,106,794 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,500,380 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,994,583 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,701,742 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,089,151 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,798,638 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,905,432 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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 | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,944,154 | ExpenseAmt |
| Revenue | $6,592,028 | RevenueAmt |
| Desc | UNBOUNDED HOSTED 2 STANDARDS INSTITUTE EVENTS IN JULY 2019, FEBRUARY 2020; REACHING OVER 2,800 EDUCATORS 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 Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,065,997 | ExpenseAmt |
| Revenue | $1,430,958 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $848,890 | ExpenseAmt |
| Revenue | $654,021 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $111,137 | $134,000 | MODULES - THE UNBOUNDED ASYNCHRONOUS LEARNING MODULES FOCUS ON THE UNBOUNDED PLANNING PROCESS (UPP). UPP INTRODUCES A DAILY PROCESS FOR ANALYZING LESSONS TO DEVELOP A CLEAR, FOCUSED LEARNING GOAL, EXPLICIT LEARNING STEPS, AND AN INSTRUCTIONAL PLAN THAT SUPPORTS MEANINGFUL, ENGAGING, AND AFFIRMING GRADE-LEVEL LEARNING. THIS FOCUS OF UPP ALLOWS EDUCATORS SHIFT THEIR ATTENTION FROM WHAT STUDENTS ARE DOING TO WHAT STUDENTS ARE LEARNING SO THAT THEY ARE WELL-PREPARED TO TEACH GRADE-LEVEL MATERIAL, AND WHEN REQUIRED, TO SCAFFOLD INSTRUCTION FOR EQUITY. |
| $44,455 | $60,950 | SPEAKING ENGAGEMENTS - AT UNBOUNDED, OUR THOUGHT LEADERSHIP LIES IN THE INTERSECTION OF THE GRADE-LEVEL STANDARDS, CONTENT KNOWLEDGE, ALIGNED CURRICULUM, AND THE EQUITABLE INSTRUCTIONAL PRACTICES ESSENTIAL FOR CLOSING THE OPPORTUNITY GAP CAUSED BY SYSTEMIC BIAS AND RACISM. WE ALSO BELIEVE THAT WE ARE RESPONSIBLE FOR USING OUR COLLECTIVE VOICE TO SHIFT MINDSETS THAT PROPEL US TO DISMANTLE INEQUITIES WITHIN THE EDUCATION SYSTEM. IT STARTS WITH US CHECKING OUR BELIEFS AND OUR ACTIONS AND HOW THEY'RE AMPLIFIED IN OUR INTENTIONS. IT CONTINUES WITH AN INTENTIONAL FOCUS ON EQUITY INSTEAD OF PERPETUATING THE SYSTEM OF INEQUITABLE EDUCATIONAL OUTCOMES FOR OUR STUDENTS. AND WE'RE HERE TO TALK ABOUT IT. WE OFFER KEYNOTE OPPORTUNITIES FROM LEADERS IN OUR ORGANIZATION. |
| $70,411 | $104,745 | GRANT FUNDED PROJECTS TO DEVELOP PROFESSIONAL LEARNING PROGRAMS, AND GENERAL OPERATIONS OF THE ORGANIZATION. LEVERAGE GRANT FUNDS TO TARGET EFFECTIVE SERVICES, AND TOOLS FOR SCHOOLS AND DISTRICTS. ALLOWING THE ORGANIZATION TO GAIN INVALUABLE FEEDBACK AS THE RESOURCES ARE MADE AVAILABLE AND USEFUL TO EDUCATORS ACROSS THE COUNTRY. UNBOUNDED ENGAGED IN SEVERAL ROUNDS OF FORMATIVE RESEARCH, BOTH QUALITATIVE AND QUANTITATIVE, TO UNDERSTAND EDUCATOR BEHAVIORS AND PRACTICES RELATED TO FINDING, CHOOSING, ADAPTING, AND CREATING CURRICULUM AND TO USING PROFESSIONAL LEARNING RESOURCES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $226,003 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $299,695 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,085,044 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | 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 | 128 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 39 | 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | 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 |
| 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 NO 90834 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100031502 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LAURA SMITH | ||||||||
| SECRETARY/TREASURER/COO | 40.00 | Yes (X) | Yes (X) | $284,124 | $0 | $18,108 | ||
| KATE GERSON | ||||||||
| PRESIDENT AND CEO - THRU JULY 2019 | 40.00 | Yes (X) | Yes (X) | $323,993 | $0 | $8,529 | ||
| JEFF LIVINGSTON | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER CUNNINGHAM | ||||||||
| BOARD OF DIRECTOR - THRU FEB 2020 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHAUN NELMS | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUG BORCHARD | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY WURTZEL | ||||||||
| BOARD OF DIRECTOR - THRU MAY 2020 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LACEY ROBINSON | ||||||||
| PRESIDENT AND CEO - AS OF OCT 2019 | 40.00 | Yes (X) | Yes (X) | $296,024 | $0 | $19,299 | ||
| MAYA GOODALL | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR ARUN RAMANATHAN | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON ZIMBA | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE PERIGO | ||||||||
| BOARD OF DIRECTOR - AS OF MAY 2020 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER COE | ||||||||
| CHIEF ACADEMIC OFFICER | 40.00 | $222,681 | $0 | $31,857 | Yes (X) | |||
| TAYA PAGE | ||||||||
| CHIEF PRODUCT OFFICER | 40.00 | $215,826 | $0 | $25,972 | Yes (X) | |||
| LAKISHA COVERT | ||||||||
| EXECUTIVE DIRECTOR, STANDARDS INSTITUTES | 40.00 | $172,598 | $0 | $6,378 | Yes (X) | |||
| ANDREA HANCOCK | ||||||||
| DEPUTY CHIEF, PROGRAM DESIGN AND DEVELOPMENT | 40.00 | $181,992 | $0 | $28,166 | Yes (X) | |||
| KRISTEN EHLMAN | ||||||||
| EXECUTIVE DIRECTOR, PROGRAM AND ENGAGEMENT | 40.00 | $175,648 | $0 | $13,743 | Yes (X) | |||
| JASON SCHWEID | ||||||||
| EXECUTIVE DIRECTOR, RESEARCH, DESIGN, AND STRATEGY | 40.00 | $179,072 | $0 | $11,531 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,051,958 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $163,583 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| LEARNING TAPESTRY | |||||
| 340 S LEMON AVE 6452 | WALNUT | CA | 91789 | TECH & ENGINEERING CONSULTING | $372,572 |
| J&S AUDIO VISUAL | |||||
| PO BOX 671170 | DALLAS | TX | 752671170 | AUDIO VISUAL CONFERENCE SERVICE | $337,612 |
| EVENTSHOP INC | |||||
| 718 HIGH POINT WAY | KNOXVILLE | TN | 37912 | EVENT PLANNING SERVICES | $207,315 |
| HONIG BUSINESS SOLUTIONS LLC | |||||
| 62 HAYS HILL RD | PLEASANTVILLE | NY | 10570 | FINANCE & OPERATIONS CONSULTING | $182,243 |
| A L BERRY CONSULTING INCORPORATED | |||||
| 2724 KIPLING ST 809 | HOUSTON | TX | 77098 | SALES & MARKETING STRATEGY CONSULTING | $162,744 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,294,116 | AllOtherContributionsAmt |
| Total Contributions | $5,294,116 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACTED SERVICES | 611710 | $8,920,617 | $8,920,617 |
| MISCELLANEOUS | 900099 | $56,085 | $56,085 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,976,702 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100 | TotalRevenueColumnAmt |
| Exclusion | $100 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,270,918 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,976,702 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $100 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,803,176 | TotalAmt |
| Program Services | $891,365 | ProgramServicesAmt |
| Management And General | $799,447 | ManagementAndGeneralAmt |
| Fundraising | $112,364 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,654,374 | TotalAmt |
| Program Services | $2,426,860 | ProgramServicesAmt |
| Management And General | $88,192 | ManagementAndGeneralAmt |
| Fundraising | $139,322 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,367 | TotalAmt |
| Program Services | $68,104 | ProgramServicesAmt |
| Management And General | $10,441 | ManagementAndGeneralAmt |
| Fundraising | $4,822 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,559 | TotalAmt |
| Program Services | $232,549 | ProgramServicesAmt |
| Management And General | $54,876 | ManagementAndGeneralAmt |
| Fundraising | $17,134 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,613 | TotalAmt |
| Program Services | $220,034 | ProgramServicesAmt |
| Management And General | $57,941 | ManagementAndGeneralAmt |
| Fundraising | $16,638 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,373 | TotalAmt |
| Program Services | $54,193 | ProgramServicesAmt |
| Management And General | $20,843 | ManagementAndGeneralAmt |
| Fundraising | $8,337 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,620 | TotalAmt |
| Program Services | $142,753 | ProgramServicesAmt |
| Management And General | $41,962 | ManagementAndGeneralAmt |
| Fundraising | $54,905 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,260 | TotalAmt |
| Program Services | $152,410 | ProgramServicesAmt |
| Fundraising | $130,850 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,473 | TotalAmt |
| Program Services | $118,017 | ProgramServicesAmt |
| Management And General | $368,456 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,331 | TotalAmt |
| Program Services | $132,725 | ProgramServicesAmt |
| Management And General | $54,032 | ManagementAndGeneralAmt |
| Fundraising | $8,574 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,512 | TotalAmt |
| Program Services | $251,512 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,935 | TotalAmt |
| Program Services | $14,152 | ProgramServicesAmt |
| Management And General | $3,714 | ManagementAndGeneralAmt |
| Fundraising | $1,069 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,382 | TotalAmt |
| Program Services | $350,048 | ProgramServicesAmt |
| Management And General | $1,826 | ManagementAndGeneralAmt |
| Fundraising | $10,508 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,280 | TotalAmt |
| Management And General | $17,280 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STANDARD INSTITUTE & PR | $4,978,665 | $4,978,665 | |
| STAFF DEVELOPMENT | $55,547 | $55,547 | |
| BAD DEBT EXPENSE | $30,375 | $30,375 | |
| PILOT PROGRAM COSTS | $21,282 | $21,282 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,164,124 | TotalAmt |
| Program Services | $10,085,044 | ProgramServicesAmt |
| Management And General | $1,574,557 | ManagementAndGeneralAmt |
| Fundraising | $504,523 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,052,495 | BOYAmt |
| EOY | $5,785,224 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,212 | BOYAmt |
| EOY | $99,282 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,041,402 | BOYAmt |
| EOY | $1,063,467 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $307,271 | BOYAmt |
| EOY | $46,610 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,500,380 | BOYAmt |
| EOY | $6,994,583 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $582,390 | BOYAmt |
| EOY | $400,782 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,119,352 | BOYAmt |
| EOY | $2,043,867 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $644,502 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,701,742 | BOYAmt |
| EOY | $3,089,151 | 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 | $1,798,638 | BOYAmt |
| EOY | $3,905,432 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,798,638 | BOYAmt |
| EOY | $3,905,432 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,500,380 | BOYAmt |
| EOY | $6,994,583 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,106,794 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $1,183,881 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,967,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,122,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,066,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,294,116 | CurrentTaxYearAmt |
| Total | $31,633,923 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $90,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,295,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,915,158 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,764,725 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,920,617 | CurrentTaxYearAmt |
| Total | $18,986,000 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,273,881 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,262,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,037,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,830,808 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,214,733 | CurrentTaxYearAmt |
| Total | $50,619,923 | 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 | $1,183,881 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,967,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,405,645 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,115,578 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,524,716 | CurrentTaxYearAmt |
| Total | $30,197,232 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,183,881 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,967,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,405,645 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,115,578 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,524,716 | CurrentTaxYearAmt |
| Total | $30,197,232 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $20,422,691 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $789 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100 | CurrentTaxYearAmt |
| Total | $1,210 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $789 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100 | CurrentTaxYearAmt |
| Total | $1,210 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $4,463 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,248 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,085 | CurrentTaxYearAmt |
| Total | $109,346 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,273,902 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,268,164 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,053,289 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,864,206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,270,918 | CurrentTaxYearAmt |
| Total | $50,730,479 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
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 |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,270,918 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,270,918 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,270,918 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,164,124 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,164,124 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,164,124 | 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 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, 2017 THROUGH JUNE 30, 2020 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. | 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 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAURA SMITH | ||||||||||||||
| SECRETARY/TREASURER/COO | $284,124 | $0 | $0 | $0 | $0 | $0 | $4,500 | $0 | $13,608 | $0 | $302,232 | $0 | $0 | $0 |
| KATE GERSON | ||||||||||||||
| PRESIDENT AND CEO - THRU JULY 2019 | $323,993 | $0 | $0 | $0 | $0 | $0 | $4,500 | $0 | $4,029 | $0 | $332,522 | $0 | $0 | $0 |
| LACEY ROBINSON | ||||||||||||||
| PRESIDENT AND CEO - AS OF OCT 2019 | $296,024 | $0 | $0 | $0 | $0 | $0 | $4,500 | $0 | $14,799 | $0 | $315,323 | $0 | $0 | $0 |
| PETER COE | ||||||||||||||
| CHIEF ACADEMIC OFFICER | $222,681 | $0 | $0 | $0 | $0 | $0 | $4,500 | $0 | $27,357 | $0 | $254,538 | $0 | $0 | $0 |
| TAYA PAGE | ||||||||||||||
| CHIEF PRODUCT OFFICER | $215,826 | $0 | $0 | $0 | $0 | $0 | $4,500 | $0 | $21,472 | $0 | $241,798 | $0 | $0 | $0 |
| LAKISHA COVERT | ||||||||||||||
| EXECUTIVE DIRECTOR, STANDARDS INSTIT | $172,598 | $0 | $0 | $0 | $0 | $0 | $4,500 | $0 | $1,878 | $0 | $178,976 | $0 | $0 | $0 |
| ANDREA HANCOCK | ||||||||||||||
| DEPUTY CHIEF, PROGRAM DESIGN AND DEV | $181,992 | $0 | $0 | $0 | $0 | $0 | $4,500 | $0 | $23,666 | $0 | $210,158 | $0 | $0 | $0 |
| KRISTEN EHLMAN | ||||||||||||||
| EXECUTIVE DIRECTOR, PROGRAM AND ENGA | $175,648 | $0 | $0 | $0 | $0 | $0 | $4,500 | $0 | $9,243 | $0 | $189,391 | $0 | $0 | $0 |
| JASON SCHWEID | ||||||||||||||
| EXECUTIVE DIRECTOR, RESEARCH, DESIGN | $179,072 | $0 | $0 | $0 | $0 | $0 | $4,500 | $0 | $7,031 | $0 | $190,603 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | LAUNCHED THE UNBOUNDED VIRTUAL SUMMIT |
| 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. |
| PART XII, LINE 2C EXPLANATION | THE PROCESS IS CONSISTENT WITH PRIOR YEARS. |
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