2024-05-09T09:45:35-05:00 2023-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2022-07-01 475223320 UNBOUNDED LEARNING INC UNBO 6464152118 228 PARK AVE S STE 90834 90834 NEW YORK NY 100031502 TODD COLLINS TREASURER 6464152118 2024-05-07 1 TODD COLLINS 999009999 0 MICHELLE CAIN P00150750 5854231860 2024-05-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LACEY ROBINSON 228 PARK AVE S STE 90834 90834 NEW YORK NY 100031502 26645229 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 10 8 62 12 0 0 25815024 13892265 8664488 12361889 103 391075 0 0 34479615 26645229 0 0 0 0 7589582 11909200 0 0 2828063 12028740 15761280 19618322 27670480 14861293 -1025251 24556772 24988134 3846978 5303591 20709794 19684543 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 12205008 1763069 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. 6660970 9207420 UNBOUNDED HOSTED 3 STANDARDS INSTITUTE EVENTS IN JULY 2022, WINTER 2023 AND JUNE 2023; REACHING OVER 3,500 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. 622900 1391400 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. 19488878 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 200 0 62 1 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 IL X LAURA SMITH 6464152118 228 PARK AVE S STE 90834 90834 NEW YORK NY 100031502 LAURA SMITH SECRETARY/TREASURER/COO 40.00 X X 320078 0 20726 EMMA PENGELLY BOARD MEMBER AS OF MARCH 2023 1.00 X 0 0 0 SHAUN NELMS BOARD MEMBER 1.00 X 0 0 0 DOUG BORCHARD BOARD MEMBER AS OF MARCH 2023 1.00 X 0 0 0 LACEY ROBINSON PRESIDENT AND CEO 40.00 X X 404767 0 19304 SONJIHIA LOWERY BOARD MEMBER AS OF MARCH 2023 1.00 X 0 0 0 MAYA GOODALL BOARD CHAIR THRU APRIL 2023 1.00 X 0 0 0 SARAH BRAYTON BOARD CHAIR AS OF APRIL 2023 1.00 X X 0 0 0 JASON ZIMBA BOARD MEMBER 1.00 X 0 0 0 TODD COLLINS BOARD MEMBER 1.00 X 0 0 0 DR GISLAINE NGOUNOU BOARD MEMBER 1.00 X 0 0 0 BETH MEJIA BOARD MEMBER AS OF MARCH 2023 1.00 X 0 0 0 KRISTEN EHLMAN CHIEF PROGRAM OFFICER 40.00 X 269356 0 26393 LAKISHA COVERT DEPUTY CHIEF, PROGRAM IMPLEMENTATION & DELIVERY 40.00 X 197413 0 6308 ANDREA HANCOCK DEPUTY CHIEF, PROGRAM DESIGN & DEVELOPMENT 40.00 X 203878 0 30147 MONICA VASQUEZ CHIEF TALENT & ORGANIZATIONAL DEVELOPMENT OFFICER 40.00 X 292234 0 19575 DIANE POWELL DEPUTY CHIEF, STRATEGIC GROWTH & PARTNERSHIP 40.00 X 198619 0 30147 1886345 0 152600 7 0 1 0 MCVEIGH GLOBAL MEETINGS AND EVENTS LLC 225 W 34TH STREET 9TH FLOOR NEW YORK NY 10122 EVENT PLANNING & SUPPORT 1072367 CERRO CLOUD LLC 40 WALL STREET 2739 NEW YORK NY 10005 OUTSOURCED TECHNOLOGY AND SECURITY 742167 ONE LEARNING COMMUNITY LTD CO 223 KINGSBURY GRADE BOX 5024 STATELINE NV 89449 OUTSOURCED WEB DEVELOPMENT 736715 HUMRRO 66 CANAL CENTER PLAZA SUITE 700 ALEXANDRIA VA 22314 EXTERNAL RESEARCH EVALUATOR 495793 SECOND AVENUE SOFTWARE INC 280 E BROAD STREET STE 310 ROCHESTER NY 14604 OUTSOURCED WEB DEVELOPMENT 330498 19 2074315 11817950 3383993 13892265 CONTRACTED SERVICES 611710 12361889 12361889 12361889 391075 391075 26645229 12361889 0 391075 X 1121251 315369 571868 234014 9173264 5455085 1408121 2310058 333323 268429 51999 12895 659397 523902 105638 29857 621965 469766 118104 34095 364212 364212 455706 376540 79166 3230441 3138785 91656 817499 817499 825695 461066 333277 31352 18155 18155 5668 5668 701458 305736 395701 21 75766 75766 STANDARD INSTITUTE AND 7539913 7539913 INTEGRATION EXPENSE 1524745 1524745 COST OF GOODS SOLD 106981 106981 STAFF DEVELOPMENT 90285 68192 17144 4949 4756 4756 27670480 19488878 5353539 2828063 11303481 1867692 521782 5688073 2760000 2415355 4395836 316154 734792 3106029 7758309 6893971 0 1783432 24556772 24988134 3024579 3641891 822399 1661700 3846978 5303591 X 19664714 15057247 1045080 4627296 20709794 19684543 24556772 24988134 -1025251 0 X X 0 1 X 1 1 1 X 7066083 5294116 7481009 25815024 13892265 59548497 4764725 8920617 4201122 8664488 12361889 38912841 11830808 14214733 11682131 34479512 26254154 98461338 0 7115578 3524716 6938600 21140173 6325604 45044671 7115578 3524716 6938600 21140173 6325604 45044671 53416667 150 100 202 103 391075 391630 150 100 202 103 391075 391630 33248 56085 89333 11864206 14270918 11682333 34479615 26645229 98942301 0.53990 0.41640 0.00400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INVESTMENT IN CORE 1783432 1783432 X 26985866 340637 340637 26645229 0 26645229 28011117 340637 340637 27670480 0 27670480 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, 2020 THROUGH JUNE 30, 2023 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 369343 0 34814 0 610 0 4500 0 14804 0 424071 0 0 0 LAURA SMITH SECRETARY/TREASURER/COO 292087 0 25000 0 2991 0 4500 0 16226 0 340804 0 0 0 MONICA VASQUEZ CHIEF TALENT & ORGANIZATIONAL DEVELO 263253 0 25000 0 3981 0 4500 0 15075 0 311809 0 0 0 KRISTEN EHLMAN CHIEF PROGRAM OFFICER 241802 0 25000 0 2554 0 4500 0 21893 0 295749 0 0 0 ANDREA HANCOCK DEPUTY CHIEF, PROGRAM DESIGN & DEVEL 202496 0 0 0 1382 0 4500 0 25647 0 234025 0 0 0 DIANE POWELL DEPUTY CHIEF, STRATEGIC GROWTH & PAR 197996 0 0 0 623 0 4500 0 25647 0 228766 0 0 0 LAKISHA COVERT DEPUTY CHIEF, PROGRAM IMPLEMENTATION 197019 0 0 0 394 0 4500 0 1808 0 203721 0 0 0 X 1 3383993 CONTRIBUTED NET ASSETS 0 0 0 PART I, COLUMN (B): THE COLUMN REPRESENTS THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS DONATED. 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 3,138,785. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 91,656. TOTAL EXPENSES 3,230,441. PART XII, LINE 2C EXPLANATION THE PROCESS IS CONSISTENT WITH PRIOR YEARS. CONSORTIUM ON REACHING EXCELLENCE IN EDUCATION 1300 CLAY STREET STE 600 OAKLAND CA 94612 943264308 EDUCATION CA YES C 1742655 2612671 1.00000 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CONSORTIUM ON REACHING EXCELLENCE IN EDUCATION D 629316 FMV