2020-04-20T14:53:10-05:00 2019-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2018-07-01 475223320 UNBOUNDED LEARNING INC UNBO 6464152118 228 PARK AVE S NO 90834 NEW YORK NY 100031502 LAURA SMITH SECRETARY & TREASURER 6464152118 2020-03-19 1 MICHELLE CAIN P00150750 5854231860 2020-03-19 69.49.130.51 2020-03-19 08:55:41 ED P F9E6590FAB14F4F0FB546A30E2CD3B901C2AA618 022FA6F6214AE7836D0E05601AC749ACF6DD4149 2018 2020-09-23 17:36:50Z LACEY ROBINSON 228 PARK AVE S NO 90834 NEW YORK NY 100031502 11864206 0 X HTTPS://WWW.UNBOUNDED.ORG/ X 2015 NY THE MISSION OF UNBOUNDED LEARNING, INC. ("UNBOUNDED") IS TO SUPPORT THE PRACTICE AND LEARNING OF EDUCATORS SO THAT TEACHERS SERVING STUDENTS LIVING IN POVERTY AND INEQUITY ARE USING ALIGNED CURRICULUM WELL. UNBOUNDED AIMS TO HARNESS THE POWER OF STRONG STANDARDS-ALIGNED INSTRUCTION TO ACCELERATE STUDENTS NOT YET AT GRADE-LEVEL BY SUPPORTING EDUCATORS TO SELECT, IMPLEMENT AND ADAPT HIGH-QUALITY CURRICULUM MATERIALS TO MEET THEIR STUDENTS WHERE THEY ARE TODAY. UNBOUNDED WORKS TO ENSURE THAT ALL CHILDREN ARE GROWING AGAINST HIGH GRADE-LEVEL STANDARDS EVERY DAY, EVEN WHEN THEY ENTER THEIR GRADE WITH KNOWLEDGE, VOCABULARY, AND SKILL GAPS. 10 8 41 8 0 0 10122431 7066083 1915158 4797973 150 150 15550 0 12053289 11864206 0 0 0 0 5768923 6187468 0 0 632446 5708983 5688306 11477906 11875774 575383 -11568 5586478 7500380 3776272 5701742 1810206 1798638 X THE MISSION OF UNBOUNDED LEARNING, INC. ("UNBOUNDED") IS TO SUPPORT THE PRACTICE AND LEARNING OF EDUCATORS SO THAT TEACHERS SERVING STUDENTS LIVING IN POVERTY AND INEQUITY ARE USING ALIGNED CURRICULUM WELL. UNBOUNDED AIMS TO HARNESS THE POWER OF STRONG STANDARDS-ALIGNED INSTRUCTION TO ACCELERATE STUDENTS NOT YET AT GRADE-LEVEL BY SUPPORTING EDUCATORS TO SELECT, IMPLEMENT AND ADAPT HIGH-QUALITY CURRICULUM MATERIALS TO MEET THEIR STUDENTS WHERE THEY ARE TODAY. UNBOUNDED WORKS TO ENSURE THAT ALL CHILDREN ARE GROWING AGAINST HIGH GRADE-LEVEL STANDARDS EVERY DAY, EVEN WHEN THEY ENTER THEIR GRADE WITH KNOWLEDGE, VOCABULARY, AND SKILL GAPS. 0 0 5037908 97548 UNBOUNDED CONTINUES TO BELIEVE DEEPLY IN EMPOWERING TEACHERS AND TEACHER-COMMUNITIES TO USE THE BEST OER CURRICULUM AVAILABLE. THE PURPOSE OF THE INVESTMENT WAS TO HELP CONTRIBUTE TO THIS IMPORTANT EDUCATOR COMMUNITY BY POPULATING IT WITH HIGH-QUALITY OER THAT UNBOUNDED HAS EVALUATED AND SEQUENCED, 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. 4134111 4172092 UNBOUNDED HOSTED 2 STANDARDS INSTITUTE EVENTS IN JULY 2018, FEBRUARY 2019; REACHING OVER 2,100 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. 528295 528333 EQUITY INFLUENCER RESIDENCY (EIR) FOR CHANGE AGENTS WHO CAN IMPACT THE QUALITY OF CURRICULUM AND INSTRUCTION ACROSS MULTIPLE CLASSROOMS AND/OR SCHOOLS, 13 MONTH PROGRAM. CHIEF ACADEMIC OFFICER (CAO) ACADEMY FOR SITTING, HIGHLY QUALIFIED INSTRUCTIONAL LEADERS WHO HAVE THE SUPPORT THEY NEED TO CAUSE SIGNIFICANT CHANGE IN SYSTEM-LEVEL POLICIES AND STRUCTURES, 13 MONTH PROGRAM. 9700314 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 1 115 0 41 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 8 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 286886 0 15180 KATE GERSON PRESIDENT AND CEO 40.00 X X 318126 0 8943 JOHN MAYCOCK MNG PARTNER OF ENGAGEMENT - THRU 9/6/2018 40.00 X X 235239 0 21420 JEFF LIVINGSTON BOARD OF DIRECTOR 1.00 X 0 0 0 PETER CUNNINGHAM 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 1.00 X 0 0 0 PETER KANNAM BOARD OF DIRECTOR - THRU 9/10/2018 1.00 X 0 0 0 JUDY WURTZEL BOARD OF DIRECTOR 1.00 X 0 0 0 MAYA GOODALL BOARD OF DIRECTOR 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 LACEY ROBINSON CHIEF PROGRAM OFFICER 40.00 X 219419 0 16304 PETER COE CHIEF ACADEMIC OFFICER 40.00 X 221108 0 22083 TAYA PAGE CHIEF ACADEMIC OFFICER 40.00 X 217745 0 11242 LAKISHA COVERT EXECUTIVE DIRECTOR, STANDARDS INSTITUTES 40.00 X 144537 0 21119 KRISTEN EHLMAN EXECUTIVE DIRECTOR, PROGRAM AND ENGAGEMENT 40.00 X 174934 0 2680 JASON SCHWEID EXECUTIVE DIRECTOR, RESEARCH, DESIGN, AND STRATEGY 40.00 X 171668 0 8940 ALICE WIGGINS DIRECTOR OF EARLY LITERACY 40.00 X 137566 0 3952 TIAYANA MARKS EXECUTIVE DIRECTOR, MATHEMATICS 40.00 X 191253 0 14799 2318481 0 146662 26 0 1 0 LEARNING TAPESTRY 340 S LEMON AVE 6452 WALNUT CA 91789 TECH & ENGINEERING CONSULTING 650755 J&S AUDIO VISUAL PO BOX 671170 DALLAS TX 752671170 AUDIO VISUAL CONFERENCE SERVICE 230177 HONIG BUSINESS SOLUTIONS LLC 62 HAYS HILL RD PLEASANTVILLE NY 10570 FINANCE & OPERATIONS CONSULTING 172500 3 7066083 7066083 CONTRACTED SERVICES 611710 4764725 4764725 MISCELLANEOUS 900099 33248 33248 4797973 150 150 11864206 4797973 0 150 1670577 952798 577022 140757 3722621 3017970 517815 186836 100496 76914 17932 5650 425201 323837 77044 24320 268573 199371 53211 15991 86468 43234 34587 8647 228952 148819 22895 57238 301041 191295 109746 391537 198718 144614 48205 180376 143496 29008 7872 715279 715279 54796 40480 11008 3308 588965 562555 2744 23666 16583 16583 STANDARD INSTITUTE & PR 3012684 3012684 PILOT PROGRAM COSTS 70291 70291 STAFF DEVELOPMENT 37851 37851 EQUIPMENT 3483 2573 700 210 11875774 9700314 1543014 632446 3977078 6052495 100207 99212 768250 1041402 740943 307271 5586478 7500380 702978 582390 3073294 5119352 3776272 5701742 X 1810206 1798638 1810206 1798638 5586478 7500380 -11568 0 X X 0 1 X 1 0 X 1183881 7967412 10122431 7066083 26339807 90000 3295500 1915158 4764725 10065383 1273881 11262912 12037589 11830808 36405190 1273881 7967412 10405645 7115578 26762516 0 1273881 7967412 10405645 7115578 26762516 9642674 21 789 150 150 1110 21 789 150 150 1110 4463 15550 33248 53261 1273902 11268164 12053289 11864206 36459561 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 11864206 0 11864206 0 11864206 11875774 0 11875774 0 11875774 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, 2016 THROUGH JUNE 30, 2019 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. 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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 ETHICS, THE POLICY ON CONFLICT OF INTERESTS, 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 COMPENSATION COMMITTEE REVIEWS AND APPROVES COMPENSATION OF THE CORPORATION'S OFFICERS, AND KEY OR 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 XII, LINE 2C: THE PROCESS IS CONSISTENT WITH PRIOR YEAR.