UNBOUND: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UNBOUND (EIN 43-1243999)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-12
- IRS object ID
- 202321639349301622
- Schema version
- 2022v5.0
- 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 | 2023-06-12T15:28:50-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS 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 | 2022-01-01 | 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) |
|---|---|---|
| In Care Of | % SCOTT WASSERMAN-PRESIDENT/CE | InCareOfNm |
| 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 | SCOTT WASSERMAN | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8008756564 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT WASSERMAN | PersonFirstNm |
| Person Last | PRESIDENTCEO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Angela Leininger CPA | PreparerPersonNm |
| PTIN | P01721142 | PTIN |
| Phone | 8162216300 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT WASSERMAN | PrincipalOfficerNm |
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 | $161,838,822 | 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 | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 164 | TotalEmployeeCnt |
| Total Volunteers | 2228 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $142,617,882 | PYContributionsGrantsAmt |
| CY Contributions Grants | $137,562,066 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,771 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,463 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,762,828 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,774,535 | CYInvestmentIncomeAmt |
| PY Other Revenue | $504 | PYOtherRevenueAmt |
| CY Other Revenue | $423 | CYOtherRevenueAmt |
| PY Total Revenue | $145,382,985 | PYTotalRevenueAmt |
| CY Total Revenue | $139,345,487 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $116,375,850 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $115,465,826 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,336,746 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,026,920 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,562,518 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,779,931 | PYOtherExpensesAmt |
| CY Other Expenses | $7,750,969 | CYOtherExpensesAmt |
| PY Total Expenses | $135,492,527 | PYTotalExpensesAmt |
| CY Total Expenses | $136,243,715 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,890,458 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,101,772 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $85,403,834 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,366,432 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,233,389 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,162,404 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $83,170,445 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $81,204,028 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 | $120,530,553 | ExpenseAmt |
| Grant | $111,750,534 | GrantAmt |
| Revenue | $8,463 | RevenueAmt |
| Desc | SPONSORSHIP - SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,005,540 | ExpenseAmt |
| Grant | $3,715,292 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SCHOLARSHIP - SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $124,536,093 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| 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 | 69 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 164 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CO | ForeignCountryCd |
| Foreign Country | RP | 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| 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 | 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 | 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 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT WASSERMAN-PRESIDENTCE | PersonNm |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| SCOTT WASSERMAN | ||||||||
| PRESIDENT/CEO (NON-VOTING) | 55.0 | 0.0 | Yes (X) | $255,160 | $0 | $56,876 | ||
| ROB MCELROY | ||||||||
| LEAD SOFTWARE ARCHITECT | 45.0 | 0.0 | $153,941 | $0 | $43,938 | Yes (X) | ||
| STEVE MCCLAIN | ||||||||
| DIR OF GROWTH AND REVENUE DEV | 45.0 | 0.0 | $144,356 | $0 | $42,959 | Yes (X) | ||
| MARTIN KRAUS | ||||||||
| TREASURER (NON-VOTING)/DIR FIN | 50.0 | 0.0 | Yes (X) | $150,115 | $0 | $36,210 | ||
| DAN WINHOLTZ PEARSON | ||||||||
| DIR OF INTERNATIONAL PROGRAMS | 45.0 | 0.0 | $137,168 | $0 | $42,781 | Yes (X) | ||
| JOHN DOUGHERTY | ||||||||
| DIRECTOR OF TECHNOLOGY SERVICE | 45.0 | 0.0 | $143,749 | $0 | $21,415 | Yes (X) | ||
| KRISTINA THOMPSON | ||||||||
| MARKETING/COMM DIRector | 45.0 | 0.0 | $129,505 | $0 | $8,226 | Yes (X) | ||
| WILLIAM HANSEN | ||||||||
| SECRETARY (NON-VOTING)/FIN MGR | 45.0 | 0.0 | Yes (X) | $94,102 | $0 | $19,016 | ||
| REV DENNIS MARTIN | ||||||||
| PREACH REP-NON-VOTING | 2.0 | 0.0 | $5,949 | $0 | $0 | Yes (X) | ||
| DAVID HERBISON | ||||||||
| DIRECTOR/CGO | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DENNIS BERNARDO | ||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| EMMA MILLER | ||||||||
| DIRector/DEPUTY CGO | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOE BARKER | ||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| CINDY JONES | ||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| ABBY MARIE J ROHR | ||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| VINCENT MURMU | ||||||||
| DIRECTOR (NON-VOTING) | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| ANA MENCINI | ||||||||
| DIRECTOR (RESIGNED JUNE 22) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| LISA PHILLIP | ||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| HUGO PLAZA BELTRAN | ||||||||
| DIRECTOR (NON-VOTING) | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| LISSA HAAG | ||||||||
| DIRECTOR (BEGAN 6/22) | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| SUSAN JOHNSON | ||||||||
| DIRECTOR (BEGAN 6/22) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,214,045 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $271,421 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | 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 |
|---|---|---|---|---|---|
| TFBOK-FINANCIAL | |||||
| PO BOX 443 | TULSA | OK | 74101 | MERCHANT SERVICES | $1,011,197 |
| MEDIA TWO INTERACTIVE LLC | |||||
| 112 S BLOUNT ST | RALEIGH | NC | 27601 | ADVERTISING | $636,500 |
| GOOGLE LLC | |||||
| 1600 AMPHITHEATRE PKWY | MOUNTAIN VIEW | CA | 94043 | ADVERTISING | $306,835 |
| BOK-FINANCIAL | |||||
| 7101 COLLEGE BLVD FLOOR 11 | OVERLAND PARK | KS | 66210 | BANKING SERVICES | $229,114 |
| AMERICAN EXPRESS | |||||
| 200 VESEY STREET | NEW YORK | NY | 10285 | MERCHANT SERVICES | $201,032 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $36,322 | FederatedCampaignsAmt |
| All Other Contributions | $137,525,744 | AllOtherContributionsAmt |
| Noncash Contributions | $811,480 | NoncashContributionsAmt |
| Total Contributions | $137,562,066 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Awareness Trips | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $8,463 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,463 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,463 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,210,569 | TotalRevenueColumnAmt |
| Exclusion | $2,210,569 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,475,250 | SecuritiesAmt |
| Other | $582,051 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,082,963 | SecuritiesAmt |
| Other | $410,372 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$607,713 | SecuritiesAmt |
| Other | $171,679 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$436,034 | TotalRevenueColumnAmt |
| Exclusion | -$436,034 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $423 | TotalRevenueColumnAmt |
| Exclusion | $423 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $423 | TotalRevenueColumnAmt |
| Exclusion | $423 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $423 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $139,345,487 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,463 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,774,958 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,465,826 | TotalAmt |
| Program Services | $115,465,826 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,428 | TotalAmt |
| Management And General | $611,479 | ManagementAndGeneralAmt |
| Fundraising | $5,949 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,146 | TotalAmt |
| Management And General | $1,146 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,265,690 | TotalAmt |
| Program Services | $5,259,490 | ProgramServicesAmt |
| Management And General | $1,336,698 | ManagementAndGeneralAmt |
| Fundraising | $2,669,502 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $530,146 | TotalAmt |
| Program Services | $271,142 | ProgramServicesAmt |
| Management And General | $120,905 | ManagementAndGeneralAmt |
| Fundraising | $138,099 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,856,873 | TotalAmt |
| Program Services | $1,156,490 | ProgramServicesAmt |
| Management And General | $227,486 | ManagementAndGeneralAmt |
| Fundraising | $472,897 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $755,637 | TotalAmt |
| Program Services | $411,783 | ProgramServicesAmt |
| Management And General | $132,106 | ManagementAndGeneralAmt |
| Fundraising | $211,748 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,367 | TotalAmt |
| Management And General | $16,367 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,793 | TotalAmt |
| Management And General | $136,793 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,926 | TotalAmt |
| Management And General | $79,926 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $707,421 | TotalAmt |
| Program Services | $178,720 | ProgramServicesAmt |
| Management And General | $106,535 | ManagementAndGeneralAmt |
| Fundraising | $422,166 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,182,574 | TotalAmt |
| Program Services | $2,318 | ProgramServicesAmt |
| Management And General | $20,818 | ManagementAndGeneralAmt |
| Fundraising | $1,159,438 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,450,117 | TotalAmt |
| Program Services | $628,987 | ProgramServicesAmt |
| Management And General | $1,973,387 | ManagementAndGeneralAmt |
| Fundraising | $847,743 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,634 | TotalAmt |
| Program Services | $420,254 | ProgramServicesAmt |
| Management And General | $108,744 | ManagementAndGeneralAmt |
| Fundraising | $195,636 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,088 | TotalAmt |
| Program Services | $135,297 | ProgramServicesAmt |
| Management And General | $34,994 | ManagementAndGeneralAmt |
| Fundraising | $62,797 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,507 | TotalAmt |
| Program Services | $199,745 | ProgramServicesAmt |
| Management And General | $23,408 | ManagementAndGeneralAmt |
| Fundraising | $188,354 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,470 | TotalAmt |
| Program Services | $14,619 | ProgramServicesAmt |
| Management And General | $5,173 | ManagementAndGeneralAmt |
| Fundraising | $11,678 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,267 | TotalAmt |
| Program Services | $175,915 | ProgramServicesAmt |
| Management And General | $37,983 | ManagementAndGeneralAmt |
| Fundraising | $68,369 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,275 | TotalAmt |
| Program Services | $110,916 | ProgramServicesAmt |
| Management And General | $38,213 | ManagementAndGeneralAmt |
| Fundraising | $49,146 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| AWARENESS & EDUCATION | $58,303 | $58,201 | $93 | $9 |
| BOARD EXPENSES | $75,643 | $75,643 | ||
| - | $0 | |||
| - | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,584 | TotalAmt |
| Program Services | $46,390 | ProgramServicesAmt |
| Management And General | $57,207 | ManagementAndGeneralAmt |
| Fundraising | $58,987 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,243,715 | TotalAmt |
| Program Services | $124,536,093 | ProgramServicesAmt |
| Management And General | $5,145,104 | ManagementAndGeneralAmt |
| Fundraising | $6,562,518 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,033,639 | BOYAmt |
| EOY | $834,719 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,069,891 | BOYAmt |
| EOY | $13,575,007 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $993,917 | BOYAmt |
| EOY | $526,895 | 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 |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $741,133 | BOYAmt |
| EOY | $629,816 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,466,679 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,521,125 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,956,519 | BOYAmt |
| EOY | $2,945,554 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,758,367 | BOYAmt |
| EOY | $50,778,534 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,850,368 | BOYAmt |
| EOY | $14,075,907 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,403,834 | BOYAmt |
| EOY | $83,366,432 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,465,167 | BOYAmt |
| EOY | $1,553,794 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,091 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,655 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $680,476 | BOYAmt |
| EOY | $608,610 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,233,389 | BOYAmt |
| EOY | $2,162,404 | 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 | $48,933,262 | BOYAmt |
| EOY | $47,415,080 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,237,183 | BOYAmt |
| EOY | $33,788,948 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,170,445 | BOYAmt |
| EOY | $81,204,028 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,403,834 | BOYAmt |
| EOY | $83,366,432 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,101,772 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,091,136 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $22,947 | 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 | $133,867,370 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $137,342,202 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $139,403,527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $142,617,882 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $137,562,066 | CurrentTaxYearAmt |
| Total | $690,793,047 | 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 | $133,867,370 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $137,342,202 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $139,403,527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $142,617,882 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $137,562,066 | CurrentTaxYearAmt |
| Total | $690,793,047 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $690,793,047 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,183,406 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,477,335 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,512,656 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,865,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,210,569 | CurrentTaxYearAmt |
| Total | $8,249,711 | 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 | $547 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $766 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $504 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $423 | CurrentTaxYearAmt |
| Total | $3,625 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $699,046,383 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,117,472 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98819 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98998 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
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 | $5,267,329 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,994,102 | DepreciationAmt |
| Book Value | $2,273,227 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,170,674 | OtherCostOrOtherBasisAmt |
| Depreciation | $771,400 | DepreciationAmt |
| Book Value | $399,274 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,945,554 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CSV LIFE INSURANCE | $44,263 |
| ASSETS HELD FOR SALE | $117,271 |
| ANNUITIES | $13,914,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $14,075,907 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY OBLIGATIONS | Desc |
| Amt | $608,610 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $608,610 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $134,277,300 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,091,136 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$5,091,136 | RevenueNotReportedAmt |
| Revenue Subtotal | $139,368,436 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$22,949 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$22,949 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $139,345,487 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $136,242,162 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $136,242,162 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,553 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,553 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $136,243,715 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PART XI, LINE 4B | CHANGE IN UNINSURED ANNUITY OBLIGATIONS ($ 25,153) UNBOUND COLOMBIA $ 716 UNBOUND - PHILIPPINES BRANCH $ 1,488 ----------- TOTAL ($ 22,949) |
| SCHEDULE D, PART XII, LINE 4B | UNBOUND COLOMBIA $ 639 UNBOUND - PHILIPPINES BRANCH $ 914 ----------- TOTAL $ 1,553 |
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 | $46,051,640 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | $18,165,916 | |
| NORTH AMERICA | 0 | 0 | GRANTMAKING | $3,284,647 | |
| SOUTH AMERICA | 0 | 0 | GRANTMAKING | $19,209,352 | |
| SOUTH ASIA | 0 | 0 | GRANTMAKING | $9,430,300 | |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTMAKING | $19,323,971 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 1 | PROGRAM SERVICES | $111,227 | PROJ MENTOR & MONITOR |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | $30,137 | PROJ MENTOR & MONITOR |
| NORTH AMERICA | 0 | 1 | PROGRAM SERVICES | $31,682 | PROJ MENTOR & MONITOR |
| SOUTH AMERICA | 0 | 1 | PROGRAM SERVICES | $43,445 | PROJ MENTOR & MONITOR |
| SOUTH ASIA | 0 | 1 | PROGRAM SERVICES | $19,201 | PROJ MENTOR & MONITOR |
| SUB-SAHARAN AFRICA | 0 | 1 | PROGRAM SERVICES | $63,050 | PROJ MENTOR & MONITOR |
| CENTRAL AMERICA AND THE CARIBBEAN | 1 | 0 | PROGRAM SERVICES | $1,138,234 | PROJ MENTOR & MONITOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 5 | SubtotalEmployeesCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Subtotal Spent | $116,902,802 | SubtotalSpentAmt |
| Total Spent | $116,902,802 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (6 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Central America and the Caribbean | see part V | $3,263,095 | wire |
| East Asia and the Pacific | See part V | $1,406,164 | wire |
| North America | SEE PART V | $334,680 | WIRE |
| South America | SEE PART V | $1,552,085 | WIRE |
| South Asia | SEE PART V | $759,797 | WIRE |
| Sub-Saharan Africa | SEE PART V | $1,225,014 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 33 | 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 | 104233 | $42,788,545 | WIRE |
| NUTRITION, EDUCATION, HEALTH, FAMILY | East Asia and the Pacific | 41545 | $16,759,752 | WIRE |
| NUTRITION, EDUCATION, HEALTH, FAMILY | North America | 7844 | $2,949,967 | WIRE |
| NUTRITION, EDUCATION, HEALTH, FAMILY | South America | 47761 | $17,657,267 | WIRE |
| NUTRITION, EDUCATION, HEALTH, FAMILY | South Asia | 21452 | $8,670,503 | WIRE |
| NUTRITION, EDUCATION, HEALTH, FAMILY | Sub-Saharan Africa | 45888 | $18,098,957 | 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 (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I, LINE 2 | 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, AND FOR CRITICAL NEEDS RESPONSE 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 FOUR 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. IN 2020-2021, MANY OF THESE AUDITS WERE CONVERTED TO SELECTIVE DESK AUDITS DUE TO COVID-RELATED TRAVEL RESTRICTIONS. DURING 2022 THE AUDIT TEAM PERFORMED SOME FINANCIAL AUDITS ON-SITE AND SOME WERE PERFORMED AS REMOTE DESK AUDITS. 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. UNBOUND HEADQUARTERS STAFF MEMBERS MONITORED THE ACTIVITY OF THE PROJECTS THROUGH CONFERENCE CALLS, WEBINARS, REVIEW OF FINANCIAL AND PROGRAM DOCUMENTS, AND FINANCIAL DESK AUDITS. THE PROJECTS CONTINUE TO SUBMIT ALL DOCUMENTS AND REPORTS. |
| SCHEDULE F, PART 1, LINE 3, COLUMN F | THE ACCRUAL METHOD OF ACCOUNTING IS USED TO REPORT THE AMOUNT OF EXPENDITURES IN COLUMN F. |
| SCHEDULE F, PART II, LINES 1(1)-(6), COLUMN D | PURPOSE OF GRANTS FOR ALL REGIONS IS PROJECT INFRASTRUCTURE, EMERGENCY, SCHOLARSHIP, AND OTHER ASSISTANCE. |
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 | false | 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 (6 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 (NON-VOTING) | $253,972 | $0 | $0 | $0 | $1,188 | $0 | $13,690 | $0 | $43,186 | $0 | $312,036 | $0 | $0 | $0 |
| MARTIN KRAUS | ||||||||||||||
| TREASURER (NON-VOTING)/DIR FIN | $148,881 | $0 | $0 | $0 | $1,234 | $0 | $7,387 | $0 | $28,823 | $0 | $186,325 | $0 | $0 | $0 |
| ROB MCELROY | ||||||||||||||
| LEAD SOFTWARE ARCHITECT | $153,511 | $0 | $0 | $0 | $430 | $0 | $9,046 | $0 | $34,892 | $0 | $197,879 | $0 | $0 | $0 |
| STEVE MCCLAIN | ||||||||||||||
| DIR OF GROWTH AND REVENUE DEV | $143,582 | $0 | $0 | $0 | $774 | $0 | $8,304 | $0 | $34,655 | $0 | $187,315 | $0 | $0 | $0 |
| JOHN DOUGHERTY | ||||||||||||||
| DIRECTOR OF TECHNOLOGY SERVICE | $142,945 | $0 | $0 | $0 | $804 | $0 | $8,625 | $0 | $12,790 | $0 | $165,164 | $0 | $0 | $0 |
| DAN WINHOLTZ PEARSON | ||||||||||||||
| DIR OF INTERNATIONAL PROGRAMS | $136,738 | $0 | $0 | $0 | $430 | $0 | $7,889 | $0 | $34,892 | $0 | $179,949 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | IN 2022, ANABELLA WASSERMAN, WIFE OF SCOTT WASSERMAN, PRESIDENT/CEO OF UNBOUND, 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 35 | ContributionCnt |
| Noncash Contributions Rpt F990 | $811,480 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| 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 (10 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 $111.75 MILLION IN 2022. AT THE END OF 2022, A TOTAL OF 268,723 INDIVIDUALS IN LATIN AMERICA, ASIA AND AFRICA WERE SPONSORED THROUGH UNBOUND. THEY INCLUDED 238,431 CHILDREN AND YOUTH, 30,081 ELDERS AND 211 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. THROUGH SPONSORSHIP, INDIVIDUALS AND FAMILIES HAVE RESOURCES AND A SOLID SUPPORT NETWORK TO CHART THEIR PATHS OUT OF POVERTY. IN 2022, UNBOUND HAD PROGRAMS IN 19 COUNTRIES INCLUDING BOLIVIA, CHILE, COLOMBIA, COSTA RICA, THE DOMINICAN REPUBLIC, ECUADOR, EL SALVADOR, GUATEMALA, HONDURAS, INDIA, KENYA, MADAGASCAR, MEXICO, NICARAGUA, PERU, THE PHILIPPINES, RWANDA, TANZANIA AND UGANDA. 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 HUMAN BEING REACH THEIR INHERENT POTENTIAL. SPONSORS CAN ALSO WRITE TO THEIR SPONSORED FRIENDS TO OFFER ENCOURAGEMENT AND BUILD REWARDING RELATIONSHIPS. UNBOUND HAD 220,250 SPONSORS FROM THE U.S. AND AROUND THE WORLD AT THE END OF 2022. 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: 1. DID WE DO WHAT WE SAID WE WERE GOING TO DO? THIS IS PROGRAM MONITORING. 2. 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 KANSAS CITY HEADQUARTERS STAFF. WHILE THE PANDEMIC LIMITED TRAVEL IN 2021, UNBOUND STAFF MEMBERS RESUMED ONSITE VISITS AND MONITORING IN THE SECOND QUARTER OF 2022. APPROXIMATELY 651 DAYS OF PROJECT TRAVEL WERE MADE BY UNBOUND'S HEADQUARTERS STAFF TO PROJECT SITES IN 2022. 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 2022 DUE TO THE PANDEMIC AND SCHEDULED TO RESUME IN 2023) . THIRD-PARTY LEGAL ASSESSMENTS OF PROJECTS 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. 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, 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 RIGOROUSLY 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. 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. |
| FORM 990, PART III, LINE 4A CONTINUED | 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, AND INTERVIEWS TO DOCUMENT EMPOWERMENT. 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 2022. THE METHODOLOGY ALLOWS PARTICIPATING FAMILIES TO DEFINE POVERTY AND THEN MEASURE THEIR OWN PROGRESS AS THEY SET AND WORK TOWARD GOALS TO EXIT POVERTY. TWENTY-FOUR UNBOUND PROGRAM SITES COMPLETED ORIENTATION ON THIS METHODOLOGY IN 2021 AND 2022, WITH FOUR PROGRAM SITES COMPLETING THE SURVEY THAT IS AT THE HEART OF THE METHODOLOGY, WITH 42,208 FAMILIES. 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 ACCESS TO THEIR PERSONAL BENEFITS. WHILE A MAJOR CONCERN SURROUNDING CASH TRANSFER PROGRAMS HAS BEEN MISUSE OF FUNDS, UNBOUND SEEKS TO ANSWER THESE CONCERNS BY CONDUCTING EVALUATIONS THAT FOCUS ON THE PURCHASING BEHAVIOR OF THE FAMILIES PARTICIPATING IN THE SPONSORSHIP PROGRAM. ADAPTING PROGRAMS TO FAMILIES' NEEDS IN 2022, 55 LOCAL-LEVEL EVALUATIONS WERE CONDUCTED, WITH MANY FOCUSED ON STUDYING THE IMPACTS OF INCOME-GENERATING INITIATIVES OF UNBOUND FAMILIES. WITH GLOBAL ECONOMIC CHALLENGES RESULTING IN HIGH INFLATION AND COST OF LIVING, STUDIES TRYING TO UNDERSTAND THE ECONOMIC RESILIENCE AND SAFETY NETS OF UNBOUND FAMILIES IN THE FORM OF SAVINGS AND LOANS WERE CONDUCTED IN SEVERAL PROGRAM SITES, SUCH AS GUATEMALA, THE PHILIPPINES, HONDURAS, KENYA AND ECUADOR. SEVERAL EVALUATIONS WERE ALSO CONDUCTED TO STUDY THE RESULT OF THE EARLY ADAPTATIONS MADE TO THE PROGRAM WHEN THE PANDEMIC HIT. FOR EXAMPLE, PHILIPPINE PROJECTS CONDUCTED EVALUATIONS ON THE RESULTS OF INCLUDING MOTHER LEADERS IN MONITORING AND EVALUATING PROGRAM PARTICIPATION IN THEIR COMMUNITIES, AND THE RESULTS HIGHLIGHTED THE POSITIVE CONTRIBUTION IT HAD TO FURTHER SOLIDARITY AND CONNECTION BETWEEN FAMILIES. AN EVALUATION IN TANZANIA LOOKED AT UNBOUND FAMILIES' REPORTS ON THE NEW MODELS AND METHODS OF SUPPORT FROM SOCIAL WORKERS AND THEIR EFFECTIVENESS IN BUDGETING AND GOAL SETTING WITH THEIR CASH TRANSFERS. 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. 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, WHILE 96% OF THE STUDENTS WHO WERE NOT ENROLLED REPORTED THAT THEY HAD PLANS TO RETURN TO SCHOOL, WITH 76% PLANNING TO RETURN WITHIN THREE MONTHS OF THE EVALUATION. 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 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 2022, $117,205 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. |
| FORM 990, PART III, LINE 4A CONTINUED | 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. MOTHERS AND GUARDIANS IN UNBOUND REPORTED FEELING 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 2017 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 IS PLANNED FOR 2023, WHEN DATA TRENDS AND PATTERNS FROM ALL STUDY SITES AND PARTICIPATING FAMILIES WILL BE INVESTIGATED. 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 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 2022, THE RESULTS WERE: 91.6% INDICATED THEY WERE EITHER VERY SATISFIED (59.7%) OR SATISFIED (31.9%). FOR THE QUARTERLY SPONSOR SATISFACTION SURVEY, 98.5% 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 97.9% 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 2022 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 - 32,618 AT THE END OF 2022 - 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 2022 WITH A SPONSOR RETENTION RATE OF MORE THAN 92%. |
| FORM 990, PART III, LINE 4B | THE FOLLOWING ARE EXAMPLES OF ACHIEVEMENTS IN THE UNBOUND SCHOLARSHIP PROGRAM. THE UNBOUND SCHOLARSHIP PROGRAM ASSISTS STUDENTS PURSUING SECONDARY, POST-SECONDARY AND VOCATIONAL EDUCATION AND STRUGGLING TO CONTINUE BECAUSE OF ECONOMIC CIRCUMSTANCES. 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 A PARTICIPATORY ATTITUDE, PERSEVERANCE, COMMITMENT TO SERVICE AND A DESIRE TO BE LEADERS IN THEIR COMMUNITIES. WHILE EDUCATION REDUCES POVERTY, THE 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 MUCH-NEEDED INCOME 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 BE OF SERVICE TO THE LARGER COMMUNITY. IN 2022, SCHOLARSHIP GRANTS TO UNBOUND FIELD OFFICES TOTALED MORE THAN $3.7 MILLION. SCHOLARSHIPS WERE AWARDED TO 8,839 STUDENTS IN BOLIVIA, CHILE, COLOMBIA, COSTA RICA, THE DOMINICAN REPUBLIC, ECUADOR, EL SALVADOR, GUATEMALA, HONDURAS, INDIA, KENYA, MADAGASCAR, MEXICO, PERU, THE PHILIPPINES, TANZANIA AND UGANDA. SCHOLARSHIPS HELP WITH TUITION AND OTHER SCHOOL FEES, INTERNET ACCESS, COMPUTER NEEDS, TRANSPORTATION, BOOKS, SUPPLIES AND MORE. STUDENTS CONTRIBUTE WHAT THEY CAN TOWARD THEIR EDUCATIONAL COSTS, AS UNBOUND SCHOLARSHIPS ARE INTENDED AS SUPPLEMENTAL ASSISTANCE. MANY SCHOLARS ARE UNBOUND SPONSORED YOUTH WHO NEED FINANCIAL HELP IN ADDITION TO SPONSORSHIP SUPPORT TO COMPLETE THEIR EDUCATIONS. IN 2022, 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. SCHOLARS TUTOR CHILDREN, TEACH LITERACY AND HEALTH WORKSHOPS, PLAN ACTIVITIES FOR ELDERS, HELP WITH CORRESPONDENCE BETWEEN SPONSORED CHILDREN AND THEIR SPONSORS, PROVIDE TECHNOLOGY EXPERTISE, AND PERFORM OFFICE WORK OR OTHER TASKS RELATED TO THEIR FIELDS OF STUDY. A NUMBER OF FORMER SCHOLARS HAVE JOINED UNBOUND AS STAFF MEMBERS AFTER THEY GRADUATED. 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 2022, 55 LOCAL-LEVEL EVALUATIONS WERE CONDUCTED, INCLUDING THE FOLLOWING EXAMPLES PERTAINING TO THE SCHOLARSHIP PROGRAM. IN COLOMBIA, 92% OF SCHOLARSHIP RECIPIENTS SHOWED VERY HIGH ACADEMIC PERFORMANCE. IN ADDITION, THEY 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 SOLIDARITY GROUPS HAS BEEN A GREAT SUPPORT FOR THEIR SOCIAL SKILLS. IN COSTA RICA, 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 TO HAVE BEEN MOTIVATED AND ENCOURAGED BY THE ACTIVITIES, PROJECTS AND BEHAVIORS OF THE SCHOLARS. UNBOUND FAMILIES ALSO REPORTED TO HAVE BEEN ON THE RECEIVING END OF THE SCHOLARS' SUPPORT, WITH 43% SAYING THEY ALWAYS FIND SCHOLARS GIVING VALUABLE INFORMATION ABOUT UNBOUND PROGRAMS AS WELL AS THEIR OWN GOALS. 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 SPONSORSHIP BENEFITS. THESE COMPONENTS CAN ALSO BE CALLED BENEFITS. |
| FORM 990, PART VI, SECTION B, LINE 11B | 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, SECTION B, LINE 12C | 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, SECTION B, LINE 15A & 15B | THE COMPENSATION OF THE PRESIDENT/CEO FOR JUNE 2022-JUNE 2023 WAS DETERMINED AT THE JUNE 2022 GOVERNING BOARD OF DIRECTORS MEETING. PRIOR TO THIS DISCUSSION, THE PRESIDENT/CEO AND THE NONVOTING 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. OUR 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 MARKET PLACE. 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 THE PRESIDENT/CEO'S JUNE 2022-JUNE 2023 COMPENSATION. THE VOTING MEMBERS THEN APPROVED THE ANNUAL SALARY FOR THE PRESIDENT/CEO. sUBSTANTIATION OF THE DECISION OF THE BOARD'S DETERMINATION WAS MAINTAINED BY THE DIRECTOR OF PEOPLE EXPERIENCE. 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 CHANGE DECISIONS ARE PLANNED AND DOCUMENTED IN THE ADP WORKFORCE NOW COMPENSATION MODULE. |
| FORM 990, PART VI, SECTION C, LINE 19 | 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 XI, LINE 9 | CHANGE IN UNINSURED ANNUITY OBLIGATIONS $ 25,153 UNREALIZED GAIN/LOSS ON FOREIGN CURRENCY ($ 2,206) ----------- TOTAL OTHER CHANGES IN NET ASSETS $ 22,947 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Province Or StateForeignAddress/ProvinceOrStateNm | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| UNBOUND COLOMBIA | ||||||||||
| CALLE 50 NO 65-42 CENTRO CONTEMPOR | MEDELLIN ANTIOQUIA | CO | 901091198 | PRJT SUPPORT | CO | 501(C)(3) | UNBOUND | Yes (true) | ||
| UNBOUND - PHILIPPINES BRANCH | ||||||||||
| 5 RED STREET RAINBOW VILLAGE | san isidro | RP | 202003725 | prjt support | RP | 501(C)(3) | unbound | Yes (true) | rizal | 1930 |
| 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 | $162,851 | CASH |
| UNBOUND - PHILIPPINES BRANCH | ||
| B | $92,264 | CASH |