2019-05-10T08:54:34-05:00 2018-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2017-07-01 475223320 UNBOUNDED LEARNING INC UNBO 6464152118 228 PARK AVE S NO 90834 NEW YORK NY 100031502 LAURA SMITH TREASURER 6464152118 2019-04-17 1 MICHELLE CAIN P00150750 5854231860 2019-04-17 69.49.130.51 2019-04-17 13:30:23 ED P A924ECF3288F9BDF7BCAA132A31D316824E6E390 09B44ADD42589BB59B3A487886966B4B70FBD053 2017 2019-02-21 02:37:17Z X KATE GERSON 228 PARK AVE S NO 90834 NEW YORK NY 100031502 12053289 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 10 43 6 0 0 7967412 10122431 3295500 1915158 789 150 4463 15550 11268164 12053289 0 0 0 0 3422008 5768923 0 0 863454 6611354 5708983 10033362 11477906 1234802 575383 6346858 5586478 5112035 3776272 1234823 1810206 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 9886101 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. 1694058 UNBOUNDED HOSTED STANDARDS INSTITUTE WINTER 2018; REACHING OVER 1,000 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. 236650 COMMUNITIES OF PRACTICE - UNBOUNDED DESIGNS AND FACILITATES A SERIES FULL DAY SESSIONS FOR GROUPS OF SCHOOL LEADERS ALONG WITH KEY MEMBERS OF THEIR STAFF. THE SESSIONS FOCUS ON ENGLISH LANGUAGE ARTS (ELA) AND MATHEMATICS AND INCLUDE SEMINAR LEARNING, SITE VISITS TO CLASSROOMS, FOLLOWED BY FACILITATED DEBRIEF. 9886101 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 1 118 0 43 1 0 0 0 0 0 0 0 0 0 0 X 10 10 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 X LAURA SMITH 6464152118 228 PARK AVE S NO 90834 NEW YORK NY 100031502 LAURA SMITH OFFICER/SECRETARY/TREASURER - CHIEF OPERATING OFFI 40.00 X X 297078 0 2922 KATE GERSON OFFICER/PRESIDENT - CHIEF EXECUTIVE OFFICER 40.00 X X 298522 0 1478 JOHN MAYCOCK MANAGING PARTNER OF ENGAGEMENT THUR SEPT 2018 40.00 X X 295438 0 4562 JEFF LIVINGSTON BOARD OF DIRECTOR 1.00 X 0 0 0 JOHN DEASEY BOARD OF DIRECTOR THRU MAY 2018 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 SUE PIMENTEL 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 1.00 X 0 0 0 JUDY WURTZEL BOARD OF DIRECTOR 1.00 X 0 0 0 LACEY ROBINSON CHIEF ENGAGEMENT OFFICER 40.00 X 168837 0 3163 KRISTEN EHLMAN SENIOR DIRECTOR OF LEADERSHIP 40.00 X 165000 0 0 JASON SCHWEID DIRECTOR OF ASSESSMENT 40.00 X 157285 0 2716 PETER COE CHIEF ACADEMIC OFFICER, MATHEMATICS 40.00 X 137469 0 2948 ALICE WIGGINS DIRECTOR OF EARLY LITERACY 40.00 X 135438 0 4562 HAMY VU DIRECTOR OF EVALUATION 40.00 X 135282 0 3472 JOYCE MACEK DIRECTOR OF PARTNERSHIPS 40.00 X 136212 0 3788 MARGO REYNOLDS DIRECTOR OF PRODUCT, PD & VIRTUAL LEARNING 40.00 X 140000 0 0 2066561 0 29611 11 0 1 0 LEARNING TAPESTRY 340 S LEMON AVE 6452 WALNUT CA 91789 TECH & ENGINEERING CONSULTING 1009856 ODONATA VENTURES LLC 1314 LAS OLAS BLVD STE 796 FT LAUDERDALE FL 33301 PRODUCT AND STRATEGY CONSULTING 271568 BELLWETHER EDUCATION PARTNERS 517 BOSTON POST ROAD 171 SUDBURY MA 01776 HR AND STRATEGY CONSULTING SERVICES 196425 J&S AUDIO VISUAL PO BOX 671170 DALLAS TX 752671170 AUDIO VISUAL CONFERENCE SERVICE 178243 HONIG BUSINESS SOLUTIONS LLC 69 ELMORE AVE CROTON ON HUDSON NY 10520 FINANCE & OPERATIONS CONSULTING 148832 7 10122431 10122431 CONTRACT SERVICES 611710 1915158 1915158 1915158 150 150 MISCELLANEOUS 900099 15550 15550 15550 12053289 1930708 0 150 1464358 1214716 122728 126914 3485489 3141317 172086 172086 72989 51092 7299 14598 380996 262574 40574 77848 365091 255564 36509 73018 43997 30798 4400 8799 259650 181755 25965 51930 1069081 1069081 210473 105236 105237 365832 256081 36584 73167 1095501 1095501 82568 82568 659236 461465 65924 131847 14473 14473 STANDARD INSTITUTE & PR 1009636 1009636 PILOT PROGRAM COSTS 758485 758485 STAFF DEVELOPMENT 97410 68187 9741 19482 EQUIPMENT 42641 29849 4264 8528 11477906 9886101 728351 863454 4475156 3977078 105747 100207 1760575 768250 5380 740943 6346858 5586478 1669994 702978 3442041 3073294 5112035 3776272 X 1234823 1810206 1234823 1810206 6346858 5586478 575383 0 X X 0 1 X 1 0 X 1183881 7967412 10122431 19273724 90000 3295500 1915158 5300658 1273881 11262912 12037589 24574382 1273881 7967412 10405645 19646938 0 1273881 7967412 10405645 19646938 4927444 21 789 150 960 21 789 150 960 4463 15550 20013 1273902 11268164 12053289 24595355 X 0 X 12053289 0 12053289 0 12053289 11477906 0 11477906 0 11477906 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 STATE. THE TAX RETURNS FOR YEARS ENDED JUNE 30, 2016 THROUGH JUNE 30, 2018 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE IRS AND TAXING AUTHORITIES IN NEW YORK 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 LAURA SMITH OFFICER/SECRETARY/TREASURER - CHIEF 297078 0 0 0 0 0 0 0 2922 0 300000 0 0 0 KATE GERSON OFFICER/PRESIDENT - CHIEF EXECUTIVE 298522 0 0 0 0 0 0 0 1478 0 300000 0 0 0 JOHN MAYCOCK MANAGING PARTNER OF ENGAGEMENT THUR 295438 0 0 0 0 0 0 0 4562 0 300000 0 0 0 LACEY ROBINSON CHIEF ENGAGEMENT OFFICER 166837 0 2000 0 0 0 0 0 3163 0 172000 0 0 0 KRISTEN EHLMAN SENIOR DIRECTOR OF LEADERSHIP 165000 0 0 0 0 0 0 0 0 0 165000 0 0 0 JASON SCHWEID DIRECTOR OF ASSESSMENT 157285 0 0 0 0 0 0 0 2716 0 160001 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE PROVIDED TO THE BOARD OF DIRECTORS 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 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.