UNBOUND: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNBOUND (EIN 43-1243999)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-21
- IRS object ID
- 202421739349300517
- Schema version
- 2023v5.1
- 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 | 2024-06-21T11:14:35+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431243999 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Unbound | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNBO | BusinessNameControlTxt |
| Phone | 8008756564 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ELMWOOD AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHLEY HUFFT | PersonNm |
| Person Title | INTERIM PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8008756564 | PhoneNum |
| Signature | 2024-06-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ASHLEY | PersonFirstNm |
| Person Last | HUFFT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Angela Leininger | PreparerPersonNm |
| PTIN | P01721142 | PTIN |
| Phone | 8162216300 | PhoneNum |
| Preparation | 2024-06-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHLEY HUFFT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ELMWOOD AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $172,346,688 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNBOUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | UNBOUND'S MISSION IS TO WALK WITH THE POOR AND MARGINALIZED OF THE WORLD. SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 159 | TotalEmployeeCnt |
| Total Volunteers | 2099 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $137,562,066 | PYContributionsGrantsAmt |
| CY Contributions Grants | $136,803,692 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,463 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $257,666 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,774,535 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,906,683 | CYInvestmentIncomeAmt |
| PY Other Revenue | $423 | PYOtherRevenueAmt |
| CY Other Revenue | $584 | CYOtherRevenueAmt |
| PY Total Revenue | $139,345,487 | PYTotalRevenueAmt |
| CY Total Revenue | $139,968,625 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $115,465,826 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $115,048,453 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,026,920 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,237,685 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,386,716 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,750,969 | PYOtherExpensesAmt |
| CY Other Expenses | $8,620,557 | CYOtherExpensesAmt |
| PY Total Expenses | $136,243,715 | PYTotalExpensesAmt |
| CY Total Expenses | $138,906,695 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,101,772 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,061,930 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $83,366,432 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,157,997 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,162,404 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,702,717 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $81,204,028 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $84,455,280 | NetAssetsOrFundBalancesEOYAmt |
| Mission | UNBOUND'S MISSION IS TO WALK WITH THE POOR AND MARGINALIZED OF THE WORLD. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $121,085,235 | ExpenseAmt |
| Grant | $111,132,262 | GrantAmt |
| Revenue | $257,666 | RevenueAmt |
| Desc | SPONSORSHIP - SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,266,503 | ExpenseAmt |
| Grant | $3,916,191 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SCHOLARSHIP - SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $125,351,738 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 58 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 159 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | RP | ForeignCountryCd |
| Foreign Country | CO | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHLEY HUFFT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9133846500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ELMWOOD AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CINDY JONES | ||||||||
| DIRECTOR (ALL OF 2023)/DEPUTY CGO (STARTING JUNE 2023) | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID HERBISON | ||||||||
| DIRECTOR/CGO (RETIRED JUNE 2023) | 4.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EMMA MILLER | ||||||||
| DIRECTOR/DEPUTY CGO (UNTIL MAY 2023) DIRECTOR/CGO (STARTING JUNE 2023) | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ABBY MARIE J ROHR | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS BERNARDO | ||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HUGO PLAZA BELTRAN | ||||||||
| DIRECTOR (NON-VOTING) (RETIRED JUNE 2023) | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOE BARKER | ||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LISA PHILLIP | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LISSA HAAG | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| REV DENNIS MARTIN | ||||||||
| PREACH REP-NON-VOTING (RETIRED JUNE 2023) | 1.0 | 0.0 | Yes (X) | $11,345 | $0 | $0 | ||
| SUSAN JOHNSON | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| VINCENT MURMU | ||||||||
| DIRECTOR (NON-VOTING) (RETIRED JUNE 2023) | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ASHLEY HUFFT | ||||||||
| INTERIM PRESIDENT/CEO (STARTING AUGUST 2023) (NON-VOTING) | 55.0 | 0.0 | Yes (X) | $243,669 | $0 | $37,967 | ||
| MARTIN KRAUS | ||||||||
| TREASURER (NON-VOTING)/CFO | 50.0 | 0.0 | Yes (X) | $182,744 | $0 | $42,166 | ||
| SCOTT WASSERMAN | ||||||||
| PRESIDENT/CEO (RETIRED JULY 2023) (NON-VOTING) | 55.0 | 0.0 | Yes (X) | $330,476 | $0 | $59,436 | ||
| WILLIAM HANSEN | ||||||||
| SECRETARY (NON-VOTING)/VP FINANCE | 45.0 | 0.0 | Yes (X) | $120,725 | $0 | $22,329 | ||
| ANDREA EWING | ||||||||
| CHIEF OPERATING OFFICER | 45.0 | 0.0 | $189,227 | $0 | $50,088 | Yes (X) | ||
| DAN WINHOLTZ PEARSON | ||||||||
| CHIEF INTERNATIONAL PROGRAM OFFICER | 45.0 | 0.0 | $171,073 | $0 | $48,157 | Yes (X) | ||
| ROB MCELROY | ||||||||
| INTERIM CHIEF TECHNOLOGY OFFICER | 45.0 | 0.0 | $193,987 | $0 | $49,530 | Yes (X) | ||
| SHAH RAHMAN | ||||||||
| LEAD SOFTWARE ARCHITECT | 45.0 | 0.0 | $164,806 | $0 | $48,515 | Yes (X) | ||
| STEVE MCCLAIN | ||||||||
| CHIEF MARKETING OFFICER | 45.0 | 0.0 | $167,730 | $0 | $49,757 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,775,782 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $407,945 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 37 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| TFBOK-FINANCIAL | ||||||
| PO BOX 443 | TULSA | OK | 74101 | MERCHANT SERVICES | $1,003,727 | |
| MEDIA TWO INTERACTIVE LLC | ||||||
| 112 S BLOUNT ST | RALEIGH | NC | 27601 | ADVERTISING | $640,723 | |
| RSM US LLP | ||||||
| 4622 PENNSYLVANIA AVE | KANSAS CITY | MO | 64112 | CONSULTING | $232,048 | SUITE 1100 |
| BOK-FINANCIAL | ||||||
| 7101 COLLEGE BLVD FLOOR 11 | OVERLAND PARK | KS | 66210 | BANKING SERVICES | $223,588 | |
| AMERICAN EXPRESS | ||||||
| 200 VESEY STREET | NEW YORK | NY | 10285 | MERCHANT SERVICES | $203,698 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $34,471 | FederatedCampaignsAmt |
| All Other Contributions | $136,769,221 | AllOtherContributionsAmt |
| Noncash Contributions | $559,632 | NoncashContributionsAmt |
| Total Contributions | $136,803,692 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AWARENESS TRIPS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $257,666 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $257,666 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $257,666 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,496,375 | TotalRevenueColumnAmt |
| Exclusion | $2,496,375 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,548,766 | SecuritiesAmt |
| Other | $239,605 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,053,517 | SecuritiesAmt |
| Other | $324,546 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $495,249 | SecuritiesAmt |
| Other | -$84,941 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $410,308 | TotalRevenueColumnAmt |
| Exclusion | $410,308 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $584 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $584 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $584 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $139,968,625 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $257,666 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,907,267 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,048,453 | TotalAmt |
| Program Services | $115,048,453 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,050,857 | TotalAmt |
| Management And General | $1,039,512 | ManagementAndGeneralAmt |
| Fundraising | $11,345 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,653 | TotalAmt |
| Management And General | $1,653 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,283,364 | TotalAmt |
| Program Services | $6,285,339 | ProgramServicesAmt |
| Management And General | $1,679,300 | ManagementAndGeneralAmt |
| Fundraising | $3,318,725 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $603,532 | TotalAmt |
| Program Services | $348,934 | ProgramServicesAmt |
| Management And General | $68,018 | ManagementAndGeneralAmt |
| Fundraising | $186,580 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,435,748 | TotalAmt |
| Program Services | $968,846 | ProgramServicesAmt |
| Management And General | $133,138 | ManagementAndGeneralAmt |
| Fundraising | $333,764 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $862,531 | TotalAmt |
| Program Services | $452,714 | ProgramServicesAmt |
| Management And General | $165,415 | ManagementAndGeneralAmt |
| Fundraising | $244,402 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,296 | TotalAmt |
| Management And General | $31,296 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,370 | TotalAmt |
| Management And General | $234,370 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,615 | TotalAmt |
| Management And General | $99,615 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $672,572 | TotalAmt |
| Program Services | $91,132 | ProgramServicesAmt |
| Management And General | $168,810 | ManagementAndGeneralAmt |
| Fundraising | $412,630 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,171,812 | TotalAmt |
| Program Services | $2,402 | ProgramServicesAmt |
| Management And General | $12,267 | ManagementAndGeneralAmt |
| Fundraising | $1,157,143 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,580,739 | TotalAmt |
| Program Services | $651,791 | ProgramServicesAmt |
| Management And General | $2,003,411 | ManagementAndGeneralAmt |
| Fundraising | $925,537 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,043,665 | TotalAmt |
| Program Services | $606,087 | ProgramServicesAmt |
| Management And General | $156,282 | ManagementAndGeneralAmt |
| Fundraising | $281,296 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,692 | TotalAmt |
| Program Services | $155,130 | ProgramServicesAmt |
| Management And General | $39,129 | ManagementAndGeneralAmt |
| Fundraising | $70,433 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,848 | TotalAmt |
| Program Services | $226,572 | ProgramServicesAmt |
| Management And General | $50,665 | ManagementAndGeneralAmt |
| Fundraising | $209,611 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,136 | TotalAmt |
| Program Services | $8,453 | ProgramServicesAmt |
| Management And General | $11,466 | ManagementAndGeneralAmt |
| Fundraising | $32,217 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,343 | TotalAmt |
| Program Services | $186,400 | ProgramServicesAmt |
| Management And General | $40,694 | ManagementAndGeneralAmt |
| Fundraising | $73,249 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,882 | TotalAmt |
| Program Services | $114,772 | ProgramServicesAmt |
| Management And General | $29,682 | ManagementAndGeneralAmt |
| Fundraising | $53,428 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| AWARENESS & EDUCATION | $203,563 | $160,749 | $13,808 | $29,006 |
| BOARD EXPENSES | $139,746 | $139,746 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,278 | TotalAmt |
| Program Services | $43,964 | ProgramServicesAmt |
| Management And General | $49,964 | ManagementAndGeneralAmt |
| Fundraising | $47,350 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,906,695 | TotalAmt |
| Program Services | $125,351,738 | ProgramServicesAmt |
| Management And General | $6,168,241 | ManagementAndGeneralAmt |
| Fundraising | $7,386,716 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $834,719 | BOYAmt |
| EOY | $2,231,043 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,575,007 | BOYAmt |
| EOY | $16,615,433 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $526,895 | BOYAmt |
| EOY | $621,034 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $629,816 | BOYAmt |
| EOY | $610,414 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,539,762 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,789,230 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,945,554 | BOYAmt |
| EOY | $2,750,532 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,778,534 | BOYAmt |
| EOY | $51,654,248 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,075,907 | BOYAmt |
| EOY | $11,675,293 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,366,432 | BOYAmt |
| EOY | $86,157,997 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,553,794 | BOYAmt |
| EOY | $1,071,867 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $608,610 | BOYAmt |
| EOY | $630,850 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,162,404 | BOYAmt |
| EOY | $1,702,717 | 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 | $47,415,080 | BOYAmt |
| EOY | $50,523,037 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,788,948 | BOYAmt |
| EOY | $33,932,243 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,204,028 | BOYAmt |
| EOY | $84,455,280 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,366,432 | BOYAmt |
| EOY | $86,157,997 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,061,930 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,197,165 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$7,843 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $137,342,202 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $139,403,527 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,617,882 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $137,562,066 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $136,803,692 | CurrentTaxYearAmt |
| Total | $693,729,369 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $137,342,202 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $139,403,527 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,617,882 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $137,562,066 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $136,803,692 | CurrentTaxYearAmt |
| Total | $693,729,369 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $693,729,369 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,477,335 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,512,656 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,865,745 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,210,569 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,496,375 | CurrentTaxYearAmt |
| Total | $9,562,680 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $766 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,385 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $504 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $423 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $584 | CurrentTaxYearAmt |
| Total | $3,662 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $703,295,711 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $858,091 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.9864 | PublicSupportCY170Pct |
| Public Support PY170 | 0.9882 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER REVENUE, COLUMN A - 766.0, COLUMN B - 1385.0, COLUMN C - 504.0, COLUMN D - 423.0, COLUMN E - 584.0, COLUMN F - 3662.0; | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $273,053 | OtherCostOrOtherBasisAmt |
| Book Value | $273,053 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,821,049 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,481,578 | DepreciationAmt |
| Book Value | $2,339,471 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $690,037 | OtherCostOrOtherBasisAmt |
| Depreciation | $552,029 | DepreciationAmt |
| Book Value | $138,008 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,755,623 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,755,623 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,750,532 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CSV LIFE INSURANCE | $45,440 |
| ASSETS HELD FOR SALE | |
| ANNUITIES | $11,629,853 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,675,293 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY OBLIGATIONS | Desc |
| Amt | $630,850 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $630,850 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $142,157,952 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,197,165 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $2,197,165 | RevenueNotReportedAmt |
| Revenue Subtotal | $139,960,787 | RevenueSubtotalAmt |
| Other Revenues Not Included | $7,838 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $7,838 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $139,968,625 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $138,905,004 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $138,905,004 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,691 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,691 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $138,906,695 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | CHANGE IN UNINSURED ANNUITY OBLIGATIONS - 9761 UNBOUND - PHILIPPINES BRANCH - INVESTMENT INCOME - -2 UNBOUND - COLOMBIA + PHILIPPINES CURRENCY G/L - -1921 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | UNBOUND - COLOMBIA + PHILIPPINES EXPENSES - 1691 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Grantmaking | $44,487,205 | |
| East Asia and the Pacific | 0 | 0 | Grantmaking | $18,111,779 | |
| North America (Canada & Mexico only) | 0 | 0 | Grantmaking | $3,362,093 | |
| South America | 0 | 0 | Grantmaking | $20,590,373 | |
| South Asia | 0 | 0 | Grantmaking | $8,679,236 | |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | $19,817,767 | |
| Central America and the Caribbean | 0 | 2 | Program Services | $163,040 | PROJ MENTOR & MONITOR |
| East Asia and the Pacific | 0 | 0 | Program Services | $44,000 | PROJ MENTOR & MONITOR |
| North America (Canada & Mexico only) | 0 | 1 | Program Services | $41,036 | PROJ MENTOR & MONITOR |
| South America | 0 | 0 | Program Services | $49,492 | PROJ MENTOR & MONITOR |
| South Asia | 0 | 0 | Program Services | $21,113 | PROJ MENTOR & MONITOR |
| Sub-Saharan Africa | 0 | 1 | Program Services | $77,704 | PROJ MENTOR & MONITOR |
| Central America and the Caribbean | 1 | 0 | Program Services | $1,071,054 | PROJ MENTOR & MONITOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 4 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Subtotal Spent | $116,515,892 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $116,515,892 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (6 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Central America and the Caribbean | PROJ. INFRASTRUCTURE /EMERGENCY/SCHOLARSHIP/OTHER ASSISTANCE. | $3,637,756 | WIRE |
| East Asia and the Pacific | PROJ. INFRASTRUCTURE /EMERGENCY/SCHOLARSHIP/OTHER ASSISTANCE. | $1,694,241 | WIRE |
| North America (Canada & Mexico only) | PROJ. INFRASTRUCTURE /EMERGENCY/SCHOLARSHIP/OTHER ASSISTANCE. | $518,811 | WIRE |
| South America | PROJ. INFRASTRUCTURE /EMERGENCY/SCHOLARSHIP/OTHER ASSISTANCE. | $2,384,450 | WIRE |
| South Asia | PROJ. INFRASTRUCTURE /EMERGENCY/SCHOLARSHIP/OTHER ASSISTANCE. | $693,640 | WIRE |
| Sub-Saharan Africa | PROJ. INFRASTRUCTURE /EMERGENCY/SCHOLARSHIP/OTHER ASSISTANCE. | $1,423,308 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 34 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| NUTRITION, EDUCATION, HEALTH, FAMILY | Central America and the Caribbean | 101048 | $40,849,449 | WIRE |
| NUTRITION, EDUCATION, HEALTH, FAMILY | East Asia and the Pacific | 40276 | $16,417,538 | WIRE |
| NUTRITION, EDUCATION, HEALTH, FAMILY | North America (Canada & Mexico only) | 7188 | $2,843,282 | WIRE |
| NUTRITION, EDUCATION, HEALTH, FAMILY | South America | 45303 | $18,205,923 | WIRE |
| NUTRITION, EDUCATION, HEALTH, FAMILY | South Asia | 19326 | $7,985,596 | WIRE |
| NUTRITION, EDUCATION, HEALTH, FAMILY | Sub-Saharan Africa | 46332 | $18,394,459 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | UNBOUND SENDS A WIRE TRANSFER TO PROJECTS ON A MONTHLY BASIS. THE MONTHLY TRANSFER INCLUDES THE PROJECT'S ALLOCATION OF SPONSORSHIP FUNDS IN THREE CATEGORIES: CHILDREN, ELDER AND VOCATIONS (WHERE APPLICABLE). THE MONTHLY TRANSFER ALSO INCLUDES BIRTHDAY FUNDS, CRITICAL NEEDS RESPONSE PROGRAMS, AND FUNDS FOR COMPLEMENTARY PROGRAMS SUCH AS AGENTS OF CHANGE AND SMALL BUSINESS ACCELERATOR PROGRAMS. MONEY IS SENT AT THE APPROPRIATE TIMES FOR SCHOLARSHIPS AND CHRISTMAS. THERE MIGHT BE ADDITIONAL RESTRICTED FUNDS SENT AS UNBOUND GRANTS OR BECAUSE OF SPONSORS' EXTRA DONATIONS FOR SPECIFIC FAMILY OR PROJECT NEEDS BEYOND WHAT THE SPONSORSHIP PROGRAM COVERS. UNBOUND MONITORS THE PROJECTS' USE OF THESE FUNDS IN A VARIETY OF WAYS. PROJECTS ARE REQUIRED TO PROVIDE MONTHLY FINANCIAL INFORMATION TO UNBOUND'S OFFICE IN KANSAS CITY, KANSAS, INCLUDING: A. TRANSACTION-LEVEL FINANCIAL DETAIL WHICH INCLUDE THE BALANCE SHEET AND INCOME STATEMENT B. PROJECT BANK STATEMENTS AND BANK RECONCILIATIONS C. CASH RESERVES REPORT THE PROJECTS ARE ALSO REQUIRED TO SUBMIT OR MAKE AVAILABLE THE FOLLOWING DOCUMENTS ON AN ANNUAL BASIS: A. ANNUAL BUDGET B. ASSET LISTING C. GOVERNMENT-REQUIRED EXTERNAL AUDIT D. ANY OTHER FINANCIAL REPORTS FILED WITH THEIR GOVERNMENTS FOR SPECIAL MONEY GIFTS OVER $100, PROJECTS ARE REQUIRED TO ACKNOWLEDGE THE EXPENDITURES TO THE DONORS. THERE ARE THREE REGIONAL ACCOUNTANTS IN THE INTERNATIONAL PROGRAMS DEPARTMENT AT UNBOUND. EACH HAS RESPONSIBILITY FOR A NUMBER OF PROJECTS, AND REVIEWS THE MONTHLY TRANSACTIONS AND REPORTS ON A REGULAR BASIS FOR TIMELINESS, ACCURACY, COMPLETENESS, AND COMPLIANCE WITH UNBOUND FINANCIAL AND PROGRAM POLICY. REGULAR FEEDBACK IS GIVEN TO THE PROJECTS. STAFF REPRESENTATIVES FROM THE UNBOUND HEADQUARTERS OFFICE TYPICALLY VISIT EACH PROJECT ON AN ANNUAL BASIS TO ASSESS PROGRAM AND ADMINISTRATIVE PERFORMANCE, VISIT PROGRAM BENEFICIARIES IN THEIR HOMES, AND PROVIDE SUPPORT AND TRAINING TO PROJECT TEAMS. FORMAL PERFORMANCE AUDITS ARE PERFORMED PERIODICALLY, TYPICALLY ONCE EVERY THREE YEARS (WITH THE EXCEPTION OF 2020-2021 DUE TO PANDEMIC-RELATED TRAVEL RESTRICTIONS). IN ADDITION, THE UNBOUND FINANCE DEPARTMENT HAS A TEAM OF FINANCIAL AUDITORS WHO AUDIT THE PROJECTS' INTERNAL CONTROLS, PROCESSES AND PROCEDURES, AND THE ACCURACY OF THEIR RECORDKEEPING. THEY HAVE ESTABLISHED A SCHEDULE FOR AUDITING EACH PROJECT ON A REGULAR BASIS. THESE AUDITS ARE PERFORMED THROUGH A COMBINATION OF ON-SITE WORK AT THE LOCAL PROGRAM OFFICE AND REMOTE WORK DONE AT OUR HEADQUARTERS OFFICE. UNBOUND HEADQUARTERS STAFF MEMBERS MONITORED THE ACTIVITY OF THE PROJECTS THROUGH CONFERENCE CALLS, WEBINARS, REVIEW OF FINANCIAL AND PROGRAM DOCUMENTS, AND FINANCIAL AUDITS. THE PROJECTS CONTINUE TO SUBMIT ALL DOCUMENTS AND REPORTS. THERE ARE OTHER PROCESSES, TOO, THROUGH WHICH UNBOUND IS ABLE TO MONITOR THE PROJECT PERFORMANCE AND ADHERENCE TO UNBOUND POLICIES. UNBOUND REQUIRES AN UPDATED ANNUAL PHOTO OF EACH SPONSORED MEMBER, AND HAS PROCESSES TO ASSURE THE AUTHENTICITY OF EVERY PHOTO. UNBOUND REQUIRES EACH SPONSORED MEMBER TO WRITE TO HIS OR HER SPONSOR AT LEAST TWICE EACH YEAR. THE LETTERS ARE REGULARLY REVIEWED ON A SAMPLE BASIS BEFORE BEING SENT TO SPONSORS. SPONSORS EAGERLY ANTICIPATE LETTERS FROM THEIR SPONSORED FRIENDS. |
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual |
| Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual |
| Schedule F, Part III Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEAN -Accrual EAST ASIA AND THE PACIFIC -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual SOUTH AMERICA -Accrual SOUTH ASIA -Accrual SUB-SAHARAN AFRICA -Accrual |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT WASSERMAN | ||||||||||||||
| PRESIDENT/CEO (RETIRED JULY 2023) (NON-VOTING) | $161,453 | $0 | $0 | $0 | $169,023 | $0 | $20,497 | $0 | $38,939 | $0 | $389,912 | $0 | $0 | $0 |
| ASHLEY HUFFT | ||||||||||||||
| INTERIM PRESIDENT/CEO (STARTING AUGUST 2023) (NON-VOTING) | $243,223 | $0 | $0 | $0 | $446 | $0 | $14,866 | $0 | $23,101 | $0 | $281,636 | $0 | $0 | $0 |
| MARTIN KRAUS | ||||||||||||||
| TREASURER (NON-VOTING)/CFO | $181,510 | $0 | $0 | $0 | $1,234 | $0 | $11,228 | $0 | $30,938 | $0 | $224,910 | $0 | $0 | $0 |
| ROB MCELROY | ||||||||||||||
| INTERIM CHIEF TECHNOLOGY OFFICER | $193,525 | $0 | $0 | $0 | $462 | $0 | $11,943 | $0 | $37,587 | $0 | $243,517 | $0 | $0 | $0 |
| ANDREA EWING | ||||||||||||||
| CHIEF OPERATING OFFICER | $188,947 | $0 | $0 | $0 | $280 | $0 | $11,779 | $0 | $38,309 | $0 | $239,315 | $0 | $0 | $0 |
| DAN WINHOLTZ PEARSON | ||||||||||||||
| CHIEF INTERNATIONAL PROGRAM OFFICER | $170,643 | $0 | $0 | $0 | $430 | $0 | $10,570 | $0 | $37,587 | $0 | $219,230 | $0 | $0 | $0 |
| STEVE MCCLAIN | ||||||||||||||
| CHIEF MARKETING OFFICER | $166,956 | $0 | $0 | $0 | $774 | $0 | $10,851 | $0 | $38,906 | $0 | $217,487 | $0 | $0 | $0 |
| SHAH RAHMAN | ||||||||||||||
| LEAD SOFTWARE ARCHITECT | $131,539 | $0 | $0 | $0 | $33,267 | $0 | $10,250 | $0 | $38,265 | $0 | $213,321 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Travel for companions | IN 2023, ANABELLA WASSERMAN, WIFE OF SCOTT WASSERMAN, PRESIDENT/CEO OF UNBOUND THROUGH JULY 2023, TRAVELED INTERNATIONALLY WITH MR. WASSERMAN AND OTHER UNBOUND STAFF TO PARTICIPATE IN PROJECT MENTORING/MONITORING. UNBOUND COMPENSATED MS. WASSERMAN FOR HER TIME AS AN INDEPENDENT CONTRACTOR AND PAID FOR HER AIRFARE BECAUSE HER PARTICIPATION WAS FOR BONA FIDE BUSINESS PURPOSES. MS. WASSERMAN'S LONG-STANDING RELATIONSHIP WITH UNBOUND, PREVIOUS INVOLVEMENT LEADING SEVERAL CHURCH MISSION TRIPS, BEING A NATIVE OF GUATEMALA AND BEING BI-LINGUAL ARE JUST A FEW OF THE MANY ATTRIBUTES THAT ENABLE HER TO WORK SUCCESSFULLY AND TO HELP UNBOUND BUILD MEANINGFUL RELATIONSHIPS WITH PROJECT STAFF AND SPONSORED FAMILIES. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | SCOTT WASSERMAN RECEIVED SEVERANCE IN THE AMOUNT OF $161,614. SHAH RAHMAN RECEIVED SEVERANCE IN THE AMOUNT OF $23,245. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 37 | ContributionCnt |
| Noncash Contributions Rpt F990 | $559,632 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I COLUMN B | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS LISTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 | UNBOUND'S MISSION IS TO WALK WITH THE POOR AND MARGINALIZED OF THE WORLD. 1. WE PROVIDE PERSONAL ATTENTION AND DIRECT BENEFITS TO CHILDREN, YOUTH, AGING AND THEIR FAMILIES SO THEY MAY LIVE WITH DIGNITY, ACHIEVE THEIR DESIRED POTENTIAL AND PARTICIPATE FULLY IN SOCIETY. 2. WE INVITE PEOPLE OF GOODWILL TO LIVE IN DAILY SOLIDARITY WITH THE WORLD'S POOR THROUGH ONE-TO-ONE SPONSORSHIP. 3. WE BUILD COMMUNITY BY FOSTERING RELATIONSHIPS OF MUTUAL RESPECT, UNDERSTANDING AND SUPPORT THAT ARE CULTURALLY DIVERSE, EMPOWERING AND WITHOUT RELIGIOUS OR OTHER PREJUDICE. GROUNDED IN THE GOSPEL CALL TO SERVE THE POOR, UNBOUND IS A LAY CATHOLIC ORGANIZATION WORKING WITH PERSONS OF ALL FAITH TRADITIONS TO CREATE A WORLDWIDE COMMUNITY OF COMPASSION AND SERVICE. |
| Form 990, Part III, Line 4a | Total grants for the sponsorship program were $111.13 million in 2023. At the end of 2023, a total of 259,462 individuals in Latin America, Asia and Africa were sponsored through Unbound. They included 228,721 children and youth, 30,534 elders and 207 candidates studying for the priesthood or religious life. Following are examples of achievements in the sponsorship program, as sponsored individuals and their families partnered with local Unbound teams to identify specific challenges they must overcome, set their own goals and formulate plans to achieve them. Unbound's sponsorship program connects sponsored individuals and their families with sponsors and supportive local communities of staff members and other families in three regions of the world: Africa, Asia and Latin America. Through sponsorship, individuals and families have resources and a solid support network to chart their paths out of poverty. In 2023, Unbound had programs in 18 countries including Bolivia, Chile, Colombia, Costa Rica, the Dominican Republic, Ecuador, El Salvador, Guatemala, Honduras, India, Kenya, Madagascar, Mexico, Peru, the Philippines, Rwanda, Tanzania and Uganda. (As Chile ranked at the top economically of the countries where Unbound works, the organization concluded its outreach there at the end of June 2023 to focus resources in areas of greater need.) Sponsorship connects people across geographic, economic and social boundaries. It enables the development of relationships based on listening, encouragement and mutual respect. Sponsors - through their monthly financial contributions and correspondence they receive from their sponsored friends - can experience a sense of connection with someone in another part of the world and satisfaction knowing they are helping another person reach their inherent potential. Sponsors can also write to their sponsored friends to offer encouragement and build rewarding relationships. Unbound had 210,230 sponsors from the U.S. and around the world at the end of 2023. Sponsored individuals and their families partner with local Unbound teams to make program and benefit decisions that help them meet their basic needs and develop their potential over the course of their time in the program, which can be up to 18 years or more. Sponsored individuals and their families use financial assistance to help meet needs such as education, nutrition, housing improvements, technology, transportation and health care. They also have access to leadership and economic development opportunities related to financial literacy, skill development and income generation. The flexibility of the program and Unbound's cash transfer system of benefit delivery allows families to use the funds to meet their specific needs. Sponsorship requires active participation from families as the program is highly personalized. With support from social workers and other local Unbound staff, families take a central role in shaping the sponsorship program and forming support networks to encourage each other and hold each other accountable. Small support groups of parents and guardians, mostly made up of mothers, are key to the sponsorship program's success. Mothers are the primary leaders in Unbound. They know best when it comes to meeting their children's needs, and Unbound listens to them and learns from them. Mothers of sponsored children join small support groups and often become leaders by serving their communities and planning program activities. Mothers participating in Unbound have taken advantage of micro-savings and credit opportunities to meet urgent family needs or start or boost small businesses to generate income. Parents have also formed cooperatives to meet community needs and provide income for members. Outcomes of sponsorship vary but typically relate to education, leadership development, improved health and nutrition status, dignified housing, skill development and increased income through livelihood opportunities for families. Monitoring program success Monitoring and evaluation of programs Unbound is committed to learning from experience and ensuring that efforts make a positive impact in the lives of children, youth, elders and families around the world. The organization asks two basic questions to earn donor trust and maintain a high standard of service: Did we do what we said we were going to do? This is program monitoring. Did it make a difference? This is program evaluation. Unbound distinguishes between monitoring and evaluation and maintains separate but complementary strategies. Monitoring: The principal purpose of monitoring is accountability. Regular program monitoring is conducted to ensure fidelity in the organizational structure, development of programs, implementation of policies and the appropriate use of finances. Some of this monitoring happens across distance with regular reporting, emails, phone calls, and virtual meetings and conferences. Much of it happens with personal, on-site visits from Unbound's international headquarters staff. While the pandemic had limited travel for a couple of years, Unbound staff members resumed onsite visits and monitoring in the second quarter of 2022 and continued throughout 2023. Unbound's monitoring strategy includes: * Visits made annually to each project for staff development, program support and assessments * Financial audits conducted in each project * Program audits conducted in each project * Awareness trips and individual sponsor visit opportunities (suspended in 2020 due to the pandemic and resumed in 2023) * Third-party legal assessments of program affiliates Evaluation: Learning is the focus of program evaluation. Unbound's personalized approach to sponsorship requires a unique and creative approach to evaluation. The organization has developed a three-tier system to evaluate the outcomes of the Unbound sponsorship program to address the learning and decision-making needs at all levels: individual, project/program and global. Individual outcomes: Correspondence from sponsored individuals to their sponsors provides direct feedback about how the relationships and support make a difference. Sponsored children and youth, for example, often write about how they are progressing in school or how the benefits of the program impact them and their families. Unbound is utilizing a methodology developed by Fundacion Paraguaya called Poverty Stoplight to allow the organization to understand and communicate outcomes on an individualized and personal level. Using a survey of indicators across six dimensions of poverty that was adapted locally with input from program participants, families identify and prioritize their needs, envision how to change their situations and continually evaluate their progress. Program outcomes: Programs at the project level are tailored to the needs of sponsored individuals and their families and the initiatives of Unbound in their communities. Families work with program staff to define and measure outcomes and utilize the results for continuous program improvement. With training and technical support from the evaluation team, these locally directed evaluations ask questions like: What is the program accomplishing? How are families different now? What could we do better? Global outcomes: As an international organization, Unbound also recognizes the need to step back periodically and look at the big picture. Global evaluations explore questions of organizational outcomes for all program participants across borders and in every region. These broad assessments help us tell our collective story and understand the effectiveness of our approach in key areas such as educational attainment, economic self-sufficiency, agency of Unbound families, entrepreneurship initiatives and achievements, empowerment of mothers and community participation. Each tier of our evaluation framework is important to understanding the whole of Unbound's impact and its complex contribution to individual goals around the world. Governing board's role in monitoring outcomes On behalf of sponsored individuals, their families and sponsors, the Unbound Governing Board monitors the integrity and accountability of the organization's operations. The board proactively defines the outcomes expected from the organization. Management must then produce verifiable data proving progress toward the expected outcomes. With the board setting ethical and prudent limits, management chooses the appropriate means to achieve organizational ends. The board systematically monitors compliance with these executive limitations. As a result, the board confidently assures donors that their contributions achieve their promised objectives, and that the organization remains transparent and ethical. |
| Form 990, Part III, Line 4a CONTINUED | Monitoring activities and evaluation methods Unbound conducts financial and program audits of projects on a regular basis to ensure that financial resources provide intended benefits and services, and sponsored members are empowered to direct their own development. In addition, the organization performs quality checks on letters and photos from sponsored friends to their sponsors, and monitors member retirement rates and sponsor retention rates. Unbound collects educational attendance and performance data and documents the final education level achieved by sponsored members leaving the program. Unbound projects around the world conduct evaluations in their local contexts to determine outcomes for sponsored members and their families. Methods include surveys of sponsored members on income and skill development, focus groups on attitudes and behavioral changes, interviews to document empowerment, mapping to capture the intended and unintended outcomes of the programs, case studies to highlight success stories of entrepreneurs, and review of educational records of scholarship students to track career preparedness, among many others. Organization-wide program evaluations focus on four key domains: education, economic status, community participation and empowerment. Empowerment refers to one's ability to make decisions for oneself and act freely in a way that is intentional and goal oriented. In 2021, Unbound engaged with The Canopy Lab, a consultancy firm, to conduct an external evaluation to better understand if the Unbound program helps sponsored families exit economic poverty. The Canopy Lab designed a mixed methods study that was administered in five program sites around the world. The Canopy Lab's analysis showed positive results in four of the five sites regarding a decrease in poverty over length of time of participation in the program. The fifth site yielded more complex results indicating increased perceptions of resilience in households with longer participation in the program; however, further analysis will be needed to better understand the overall economic impact on families. Overall, longer participation in the program was found to have an association with a greater sense of ability to weather shocks like COVID-19. Another consistent finding was the higher likelihood of saving with participation in Unbound. A higher proportion of Unbound families engaged in savings compared to their communities. Moreover, for those households who did report engaging in savings, the evaluation found that families that have been in the program longer were less likely to save toward basic needs and more toward non-basic, goal-oriented and long-term needs. These encouraging signs regarding savings show concrete potential to improve the next generation's chances of exiting economic poverty. Unbound expanded the use of a methodology entitled Unbound's Goal Orientation powered by Poverty Stoplight in 2023. The methodology allows participating families to define poverty and then measure their own progress as they set and work toward goals to exit poverty. All 31 Unbound program sites completed orientation on this methodology in 2023. Each program site also collected baseline surveys, reaching over 200,000 Unbound families around the world to self-assess their level of multidimensional poverty. Combined with a personalized mentoring process, families work to overcome their self-identified deprivations. In 2023, with the survey responses coming in from Unbound families, community-level analysis and reporting was initiated to understand contextually specific needs and achievements. Some of the highlights of the findings include: * "Family" is cited consistently as a source of motivation across program sites, reflecting the importance of community and support for Unbound families. * Program sites show a trend of longer timelines for achieving housing-related goals, emphasizing the complexity of these challenges. Housing and infrastructure are prominent concerns in program sites in Colombia; Kampala, Uganda; Kenya, the Philippines and Guatemala. * Projects saw notable improvements in family savings, diversified income and achievements in education among Unbound sponsored children. * As a community priority, a program site in the Philippines prioritized dental care and comfortable homes while another site in Guatemala focused on housing and infrastructure. With findings like these, programs are developed in each community in response to Unbound families' identified priorities. Successes of these programs are then determined through annual implementation of the framework and outcomes evaluation to measure program outcomes. Examples of program success Cash transfers With the introduction and adoption of individual bank account models, the vast majority, about 98%, of sponsored members now have more direct control over their personal benefits. Unbound seeks to maximize the empowerment and decision-making of families by conducting evaluations that focus on the purchasing behaviors of the families participating in the sponsorship program. Adapting programs to families' needs In 2023, 41 local-level evaluations were conducted, with many focused on studying the decision-making patterns and behaviors of Unbound families in utilization of cash transfers. Some outcomes evaluations were focused on the impacts of income-generating initiatives in the families' economic situations. With more families using technology and videos to connect with their sponsors, evaluations that looked at the outcomes of upgraded modes of communication were another recurring theme. For instance, several program sites in the Philippines as well as in Mexico and Colombia looked at the readiness of sponsored members in adapting to these changes and, subsequently, the impacts they had on expanding worldviews of the families. Evaluations that studied whether and to what extent Unbound families sought to meet not just their needs but their communities' needs as well represented another topic of study in multiple program sites. Unbound families that were being the agents of change in their communities through the utilization of small grants supported the inquiry to answer programmatic questions in locations such as Kenya, Colombia, Costa Rica and India. These are just a handful of examples of local evaluation; but thanks to these evaluation results, local program sites have been able to continue adapting their contextually responsive programs with a focus on supporting families in meeting their needs. Education Sponsorship helps children achieve a level of education that prepares them to compete with peers for jobs and be responsible community members, parents and leaders. Past evaluations have found that, at a global level, when they left the program, 75% of sponsored children achieved a level of schooling comparable to or above national peer averages, according to data gathered from 2011-2014. This means that Unbound students - despite marginalization based on economic, social and geographic factors - were able to compete and excel alongside students from all socioeconomic brackets and areas within their countries. Of these former sponsored children, 51% achieved educational levels a year or more above their national peer averages. The number jumped to 59% achieving a year or more above their national peer averages when looking at the experience of sponsored girls. This, along with country-level analysis, indicated a specific impact on girls' education and a closing or reversing of the prominent gender gap present in many communities. In Guatemala, for example, sponsored children, on average, achieved almost three years of schooling more than the national average for their peers. And in Unbound's Quezon program in the Philippines, 57% of sponsored youth pursued post-secondary education compared to 30% of their peers. A concern resulting from the pandemic and lockdowns was the potential for an increase in dropout rates among sponsored students. As schools resumed their in-person attendance, program sites such as Kenya and Mexico continued evaluating educational outcomes to assess any lasting impacts on the academic goal orientation and achievement of families. Unbound has evidence from Guatemala, the Philippines and India that there has not been an increase in dropout rates among sponsored members. In Ecuador, 79% of sponsored students in high school and university continued with their studies through 2021. Of the students who were not enrolled, 96% reported that they had plans to return to school, with 76% planning to return within three months of the evaluation. |
| Form 990, Part III, Line 4a CONTINUED | Families Sponsorship impacts the sponsored child and the entire family. Unbound's direct work through a personalized benefit model and parent groups means families can best allocate resources for their children and direct how the program supports their development as families. Most sponsored children have representation in the program through small parent/guardian groups. These groups provide the space for families to have a voice in the program and be part of a supportive community, addressing two significant components of poverty: lack of choices and isolation. In 2023, two program locations in India and one program location in Kenya conducted local evaluations to understand the utilization of sponsorship funds and impacts on sponsored members. The focus of these evaluations was to understand where the funds were being utilized, how transparent these utilizations were, and how these utilizations impacted the level of education of sponsored members. The findings showed that sponsorship funds have had an influence in families' attainment of goals that they have set at the beginning of each year. The studies also highlighted that the funds have helped them achieve their collective family goals, complete higher educational levels, start new income-generating activities/businesses, build more concrete and higher quality houses, access health care facilities to improve their overall health condition, and improve family relationships to build more united families. In 2021, entrepreneurship grants were awarded to entrepreneurial sponsored family members in Latin America. Results from these evaluations showed entrepreneurs experienced a wide range of positive results from reduced production time, improvements in general business practices and the ability to reach new clients through virtual platforms. Entrepreneurs who received the support also reported attitudinal changes such as an increase in goal orientation, self-esteem and personal satisfaction. In 2022, the grants were piloted in six locations in Asia and Africa. Local evaluations of these pilot programs sought to answer questions about the impact of entrepreneurship on the economic wellbeing of Unbound families and potential contribution for business expansion and skills acquisition among the entrepreneurs. In 2023, a regional evaluation focusing on Latin American projects was conducted with the entrepreneurs. The findings from these evaluations, together with evaluation lessons from local program-designed evaluations in Asia and Africa, were used to make programmatic improvements. In 2023, Agents of Change initiatives were initiated and implemented in 15 Unbound program countries. The last two program sites will be implementing the Agents of Change grants in 2024. In 2023, $522,950 in Agents of Change grants were awarded to groups of sponsored families to support community improvement projects. Beyond the benefits the communities received from the completed projects, participating group members experienced an increase in psychological assets of agency. There is a significant increase felt in community inclusion after the completion of projects. Participants also have significantly more interaction with people from other social groups and significantly fewer perceived restrictions to socialization than people who did not participate in the Agents of Change grants. In 2019, a local evaluation in Kisumu, Kenya, focused on understanding the factors that were stopping the members of the parent groups from taking loans from their group's cooperative called Borneka SACCO (Savings and Credit Cooperative). They found out that 54% of the respondents had never taken a loan from the SACCO, mostly because they felt like the regulation that qualifies the members for larger loans limited them in terms of when and how much they could withdraw for a loan. The team and the SACCO members are reviewing as well as educating the members on the guidelines and regulations of the loaning process to help more members in need. In a 2017 evaluation on empowerment, mothers and guardians in Unbound reported feeling that they are having a greater impact on their communities. Thirty percent of Unbound mothers said they were involved in making decisions within their communities compared to 16% of mothers in the comparison group. Evaluation results showed how more women in Unbound are taking economic risks starting small businesses to enact change. More women in the Unbound program have their own businesses, and fewer women in the program are unemployed than mothers in the comparison group. More mothers in Unbound also reported having complete choice in deciding or changing their occupations. This evaluation was a follow-up to a 2013 global evaluation on the same topic. The 2013 study revealed that 90% of mothers of sponsored children believed they had the power to change their family's situation, and 63% reported they were active in solving problems in their communities, among other findings on participation and empowerment indicators. In 2022, Unbound concluded a six-year longitudinal data collection on economic outcomes for sponsored members and their families. The evaluation includes both quantitative and qualitative data and follows families from the time they began in the program. As a part of the final year data collection, participating families were also invited to reflect on their experiences and journeys by reviewing the highlights of the data collected in the past six years. Final analysis of this longitudinal study was initiated in 2023, when data trends and patterns from all study sites and participating families were investigated. For instance, the initial analysis showed that the probability of Unbound families living in poverty has a declining trend from the first year to the sixth year of participating in the program. Elders Elders in communities where Unbound works face challenges related to health, access to care and medicine, and loneliness. Unbound seeks to overcome these challenges through benefits that provide resources for food, help with health and medical expenses, home visits and group activities. In 2018, an evaluation was conducted to measure Unbound's impact with elders in relation to overcoming these challenges. The results were overwhelmingly positive. Sponsored elders experience a lessened sense of emptiness, encountered less frequent feelings of rejection, and underwent fewer moments of missing having people around than the elderly population who live in similar circumstances but are not part of the Unbound sponsorship program. Additionally, sponsored elders feel they can rely on other individuals when they have problems, believe they can trust others in their lives, and consider themselves close to others in contrast to those elders who were waiting to participate in the Unbound sponsorship program. Sponsored elders felt at ease when talking with more people about private matters, and they have more close friends to call on for help compared to non-sponsored elders. Sponsored elders did not worry as frequently about insufficient food intake, did not have to limit variety of food, and did not experience the same degree of hunger as elders outside the program who more frequently experienced these conditions. Lastly, the study revealed that sponsored elders had greater access to medicine and medical care than those elders who were waiting to be sponsored by Unbound. According to the survey, 66% of sponsored elders said they received needed medical care, compared to 40% on the waiting list. The results of this evaluation aid in our understanding of the effectiveness of the Unbound program's global impact with elders and help us make decisions to improve how the program serves elders globally. In 2023, the Unbound program in Ecuador conducted a local evaluation on its elder outreach to understand the extent to which participation in Unbound's workshops, programs and activities contributed to improved energy and capacity, social connectedness and mutual support for elders. By using methods of survey and direct observations, it was found that elders' energy levels had a significant increase where more elders were active, motivated and optimistic after having attended these programs. The same evaluation also highlighted that compared to other elders in the community, Unbound elders felt more empowered and expressed they have control over their lives. According to the evaluation, 83% of Unbound elders mentioned that they now have greater control over their daily lives, such as in their ability to manage their time, make decisions, perform tasks on their own, feeling confident in tackling problems and having goals in their lives. |
| Form 990, Part III, Line 4b | The Following are examples of achievements in the Unbound Scholarship Program. Unbound's founders believed that people living in poverty have ideas, skills and leadership capabilities to confront the challenges they face, and with access to resources and a supportive community, they could succeed. The Unbound Scholarship Program is one way that vision is being realized today. The scholarship program assists students from underserved communities with resources to pursue secondary, post-secondary and vocational education. Along with academics, the program focuses on service to the community and leadership development. It includes a selection process for applicants that recognizes students with financial need who demonstrate a participatory attitude, perseverance, commitment to service and a desire to be leaders in their communities. While education reduces poverty, its cost can be prohibitive. Many students must choose between paying for school and using income they earn from part-time or full-time work to provide for their families. This leads to higher dropout rates at each level of school. Unbound scholarships make an education that was once out of reach accessible. Scholarships help students in communities around the world achieve their educational goals, follow their chosen career paths and serve the larger community. In 2023, scholarship grants to Unbound program sites totaled more than $3.9 million. Scholarships were awarded to 9,079 students in Bolivia, Colombia, Costa Rica, the Dominican Republic, Ecuador, El Salvador, Guatemala, Honduras, India, Kenya, Madagascar, Mexico, Peru, the Philippines, Tanzania and Uganda. (Scholarships were funded in Chile through June 2023, when Unbound ended its outreach in the country to focus resources in areas of greater need.) Scholarships help with needs such as tuition and other school fees, technology, internet access, transportation, books and supplies. Students contribute what they can toward their educational costs, as Unbound scholarships are intended as supplemental assistance. The average annual cost of studies per Unbound scholarship student in 2023 was $706 USD, while the average scholarship amount awarded per student was $356 USD. The percentage of educational costs covered by the scholarship amount varies depending on location. Many scholars are Unbound sponsored youth who need financial help in addition to sponsorship support to complete their educations. In 2023, 57% of scholarship students were also sponsored. Qualified non-sponsored students are eligible for scholarships and represent 43% of those receiving awards. Unbound scholars participate in community service as a requirement of the program. Examples of service may include tutoring children, teaching literacy and health workshops, planning activities for elders, helping with correspondence between sponsored children and their sponsors, providing technology expertise, and performing office work or other tasks related to their fields of study. Mothers of sponsored children have also been recipients of Unbound scholarships. In the Telangana program in India, for example, many mothers expressed regret that they didn't have opportunities to continue their studies when they were growing up. As a result, in 2022 the staff created the innovative Kalala Sakaram Scholarship Program for mothers of sponsored or formerly sponsored children. "Kalala Sakaram" in the Telugu language means "Dreams Come True." In 2023, the program had 42 mothers participating and striving to meet their educational goals. A number of former scholars have joined Unbound as staff members after they graduated. Unbound programs globally have reported that about 40% of their staffs are made up of former scholars, sponsored members or other program participants who chose to give back through employment with Unbound. They bring to their work a wealth of knowledge and a special perspective on the program and their communities. In addition, it has been noted that some former scholars, because of their experiences in the scholarship program, have been inspired to choose career paths that contribute to the social and economic development of their communities (or rather are service-oriented). Students are choosing careers such as those in the fields of social work, psychology, education, health care and working with nonprofit organizations. Monitoring program success Scholars are required to maintain good grades in addition to fulfilling service requirements. Local Unbound teams monitor students to make sure they are meeting program requirements. They also provide annual reports on the scholarship programs in their areas. Examples of program success At various locations around the world, community-level evaluations are ongoing and being led by program staffs in each country. The primary purpose of evaluations at the local level is to ensure continuous program improvements and adaptations to the ever-changing environment. In 2023, 41 local-level evaluations were conducted, including the following example pertaining to the scholarship program. In Guatemala, a local evaluation concluded in 2023 showed that 97% of the scholars had set and were working toward their goals. While the majority of the goals involved academic achievement or graduation from different levels of formal education and training, about 15% of those goals involved starting a new business, working and supporting their communities, and supporting other family members in improving their education. These findings allowed the program to tailor its support to the scholars accordingly, so their personal goals and achievements would be supported in complementary ways. From 2021 to 2023, a total of 13 scholarship program evaluations were carried out locally, including the following two examples: A 2022 evaluation in Colombia found that 92% of scholarship recipients had high academic performance. In addition, scholars reported a high degree of commitment to improving their overall quality of life by dealing with academic difficulties on time and through support and care from others. Scholars were seen to have high recognition in the community, as they often use their training and skills to inspire others to set goals. It was found that 87% of scholarship holders present social service plans to respond to the felt and expressed needs of the community The scholars reported that participation in Unbound small groups helped them develop their social skills. In Costa Rica in 2022, 57% of the community members reported that they always perceive and rely on scholarship recipients as leaders in their communities. In addition, 61% of the community members reported being motivated and encouraged by the activities, projects and behaviors of the scholars. Families participating in Unbound programs also reported being on the receiving end of the scholars' support, with 43% saying they always found scholars giving valuable information about Unbound programs as well as information related to goals. A virtual scholarship conference was held in 2023 with five participating Latin America programs, including: Santa Ana (El Salvador), Cartagena (Colombia), Honduras, Cuernavaca (Mexico) and Kuxtal (Mexico). Prior to the event, each program used a participatory evaluation tool called ripple-effect mapping to identify areas of positive impact the program had in the lives of participants. Scholarship program coordinators used learnings that came out of the evaluation to inform scholarship program planning for 2024. |
| Form 990, Part III, Line 4a CONTINUED | In 2022, four program locations in Madagascar, Colombia, Kenya and the Philippines conducted local evaluations to increase understanding and utilize those results to improve their respective elder programs. The focus of these evaluations ranged from how elders are coping with social isolation and loneliness, to what kinds of services were effective for elders, and even mapping their journey in the Unbound program. The results of these evaluations were mixed. While about 88% of elders in Manila reported continuing to feel a sense of crisis due to the widespread effects of the pandemic, they highlighted using physical, economic, emotional, psychological and spiritual mechanisms to cope with those crises. In Nairobi, 78% of elders reported feeling very satisfied with the support and encouragement they are receiving from Unbound. This evaluation also showed a high level of technological literacy among elders in Nairobi, with over 97% of elders feeling comfortable receiving information through phone calls and 69% of elders able to access their funds through mobile money-wallet services. Feedback from sponsors Unbound recognizes sponsors and other benefactors not only as donors but, first and foremost, as full partners who make a direct impact and transform lives in a global community of compassion. Both sponsors and sponsored individuals have much to gain from the sponsorship relationship, and toward that end Unbound is committed to helping sponsors become more aware of the realities of global poverty and grow in human solidarity. On an ongoing basis, Unbound surveys sponsors about their sponsorship experience. In 2023, the results were: * 90% indicated they were either very satisfied (58%) or satisfied (32%). For the quarterly Sponsor Satisfaction Survey, 95% of sponsors indicated that sponsorship had made an impact on them in ways such as informing their worldview, having the chance for a practical way to help someone in need and enrichment of their lives, among others. This question is also on the exit survey, where 96% of exiting sponsors indicated that sponsorship has impacted them by informing their worldview, having the chance for a practical way to help someone in need and enrichment of their lives, among others. Unbound also asked sponsors how likely they would be to recommend the organization to a friend or colleague. Survey responses in 2023 yielded a "Net Promoter Score" in the "Excellent" range. The metric is commonly used by companies and organizations to gauge loyalty. Yet another indicator of a quality sponsor experience is the number of people - 32,984 at the end of 2023 - who sponsor more than one child, youth or elder through the organization. Perhaps the most significant indicator of a quality sponsor experience is that Unbound maintains a high sponsor retention rate. Unbound ended 2023 with a sponsor retention rate of more than 85%. |
| Form 990, Part III, Line 4b CONTINUED | In past years, Unbound has also initiated qualitative evaluations of the scholarship program with alumni from Guatemala, the Philippines and Kenya, utilizing a group mind-mapping process and individual interviews to explore long-term outcomes. Among the key findings were: * Education as a key outcome: As the sponsored child's enrollment in school is a requirement of the program, it is not surprising that education was mentioned as an outcome. Alumni reported the significance of the impact of education by naming it as a key outcome that has always stemmed directly from Unbound and connected to the organization's work. * Hope: A subtle connection is emerging between the outcomes of hope and education. While it is not present on all maps, it has been present in all countries. A connection between hope and education can be seen on both maps from Nairobi alumni, one map from the Philippines and one map from Guatemala. The presence of this connection across the globe adds strength to the relationship between the outcomes. * Community Participation: Another outcome of the program as expressed by alumni was higher community participation, also mentioned as "humanity "charity." Community participation involves reaching out to the wider community, including, but not limited to, Unbound. They expressed that, through a range of activities, they were encouraged and motivated to participate more actively in their communities - be it through charity or using their skills to solve issues or starting their own business and providing opportunities to others. They expressed that such participation in their wider communities ignited and improved the sense of responsibility they felt toward others around them. * Gratitude and giving back: The feeling of gratitude and the action of giving back were both connected and common across the ripple maps in Guatemala, the Philippines and Kenya. A number of youths in Nairobi shared the different kinds of youth groups they had started with other members of their communities. Participants expressed how individuals and communities in poverty might focus internally on what little they have, but through Unbound they instead began to see the strengths and assets they have. This gratitude for what they had and for what was shared through Unbound spurred a desire to help others, whether family, friends or strangers (just like their sponsor did). The most significant, long-term outcomes of the Unbound program were overwhelmingly real and intangible. Housing and health, education and work were all present in the lives of Unbound alumni, yet the core of the impact remaining for formerly sponsored members lies in a moral, character-centered, reflective and goal-oriented worldview. This intangible core appears to offer a foundation for the alumni to continue to build their own tangible ripples in providing for their families and assisting community members. One benefit of the ripple-effect-mapping method over separate evaluations of each outcome domain is that it more clearly demonstrates links between physical and psycho-social-spiritual development. This makes an excellent case for the personalized attention, program activities and relationships that complement tangible program benefits. These components can also be called benefits. |
| Form 990, Part VI, Line 15a & 15b - Process to establish compensation of Top Management Official | Scott Wasserman: President/CEO January 1, 2023 - July 31, 2023 (Retirement Date) Mr. Wasserman's compensation for the period of June 2022-July 2023 was determined at the June 2022 Governing Board of Directors Meeting. Prior to this discussion, Mr. Wasserman and the non-voting members of the Board excused themselves from the Board meeting. The voting members met with the Director of Unbound Experience who provided them with the following information which they used to determine the compensation amount. Using Companalyst, which is an independent compensation consultant subscription program, market data research was reviewed based on current market pay for similar positions. Unbound's philosophy is to target the 25th to 60th percentile of the range where the job has been matched. It is also based on current market data within the profit and non-profit industries, containing up to 500 employees and matched on job responsibilities in the marketplace. The Board considered other factors such as a comparison of compensation of executives from similar sponsorship organizations and a formal evaluation of job performance to determine Mr. Wasserman's June 2022-July 2023 compensation. The voting members then approved the annual salary for Mr. Wasserman. The substantiation of the decision of the Board's determination was maintained by the Director of Unbound Experience. Ashley Hufft: Interim President/CEO August 1, 2023 - December 31, 2023 At their June 27, 2023 meeting, the Board selected Ms. Hufft to serve as the Interim President/CEO effective August 1, 2023. Prior to the Board's selection, Ms. Hufft was serving as Unbound's General Counsel, a position she continued to serve for the remainder of the year. To reflect her increased duties and responsibilities, the Board awarded Ms. Hufft a one-time increase in pay at that time. Other Officers The compensation of the other officers (Treasurer and Secretary) and all other employees were approved by their respective supervisor at Unbound. It was based on both a written performance evaluation as well as the organization's compensation framework and planning system. Compensation changes are planned and documented in the ADP Workforce Now Compensation Module. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | AN INDEPENDENT ACCOUNTING FIRM PREPARES THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S PRESIDENT/CEO AND FINANCE PERSONNEL. ANY QUESTIONS AND CONCERNS THE ORGANIZATION'S PRESIDENT/CEO AND FINANCE PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE 990 IS THEN PROVIDED TO THE FULL BOARD FOR THEIR REVIEW. ANY QUESTIONS AND CONCERNS OF THE BOARD ARE ADDRESSED AND CORRECTIONS OR CLARIFICATIONS ARE MADE PRIOR TO FILING THE 990. |
| Form 990, Part VI, Line 12c Conflict of interest policy | ALL BOARD MEMBERS ANNUALLY DISCLOSE THEIR INVOLVEMENT WITH OTHER ORGANIZATIONS, COMMUNITIES, EMPLOYMENT, STAFF, VENDORS OR ANY OTHER ASSOCIATIONS THAT MIGHT POTENTIALLY PRODUCE A CONFLICT, REGARDLESS OF THE LIKELIHOOD OF AN ACTUAL CONFLICT ARISING. NEW BOARD NOMINEES ALSO COMPLETE A DISCLOSURE FORM. WHEN THE BOARD IS TO DECIDE AN ISSUE THAT PRESENTS AN UNAVOIDABLE CONFLICT OF INTEREST FOR A MEMBER, THE MEMBER WITH THE CONFLICT ABSTAINS FROM PARTICIPATION IN BOTH THE DELIBERATION AND VOTE. ALL EMPLOYEES ANNUALLY SIGN A RECEIPT AND ACKNOWLEDGEMENT OF UNBOUND'S EMPLOYEE MANUAL. THE CODE OF CONDUCT WHICH FORBIDS A CONFLICT OR THE APPEARANCE OF A CONFLICT BETWEEN THE EMPLOYEE'S PERSONAL INTERESTS AND THOSE OF UNBOUND IS PART OF THAT REVIEW. THE EMPLOYEE'S SIGNATURE ACKNOWLEDGES THEIR AGREEMENT TO ADHERE TO THIS CODE AND TO IMMEDIATELY DISCLOSE A SUSPECTED CONFLICT OF INTEREST TO THE PRESIDENT & CEO, PEOPLE EXPERIENCE TEAM, OR CONFIDENTIALLY THROUGH UNBOUND'S INDEPENDENT REPORTING SERVICE. |
| Form 990, Part VI, Line 19 Required documents available to the public | UNBOUND'S ARTICLES OF INCORPORATION, AUDITED FINANCIAL STATEMENTS, BY-LAWS AND CONFLICT OF INTEREST POLICY ALONG WITH IRS FORMS 1023, 990 AND 990-T ARE AVAILABLE FOR INSPECTION AT OUR OFFICES. UNBOUND'S AUDITED FINANCIAL STATEMENTS AND IRS FORMS 990 AND 990-T ARE POSTED ON OUR WEBSITE (WWW.UNBOUND.ORG). PRINTED COPIES ARE AVAILABLE UPON REQUEST. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | MISCELLANEOUS INCOME - Total Revenue: 584, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 584; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN UNINSURED ANNUITY OBLIGATIONS - -9761; UNREALIZED GAIN/LOSS ON FOREIGN CURRENCY - 1921; UNBOUND - PHILLIPPINES INVESTMENT INCOME - -3; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| UNBOUND COLOMBIA | |||||||||
| CALLE 50 NO 65-42 | CENTRO CONT MEDELLIN | ANTIOQUIA | CO | 901091198 | PRJT SUPPORT | CO | 501(c)(3) | UNBOUND | Yes (true) |
| UNBOUND - PHILIPPINES BRANCH | |||||||||
| 5 RED STREET | RAINBOW VILLAGE | SAN ISIDRO RIZAL | RP | 202003725 | PRJT SUPPORT | RP | 501(c)(3) | UNBOUND | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNBOUND COLOMBIA | ||
| B | $400,502 | CASH |
| UNBOUND - PHILIPPINES BRANCH | ||
| B | $167,559 | CASH |