UNBOUND: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNBOUND (EIN 43-1243999)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-11
- IRS object ID
- 202131629349301103
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-11T11:33:11-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD 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 | 2020-01-01 | 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 | 2021-11-15 | 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 | Michael J Engle | PreparerPersonNm |
| PTIN | P00482834 | PTIN |
| Phone | 8162216300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $163,743,929 | 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 | 169 | TotalEmployeeCnt |
| Total Volunteers | 220 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $137,342,200 | PYContributionsGrantsAmt |
| CY Contributions Grants | $139,403,527 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $483,712 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $106,459 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,531,261 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,012,861 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,767 | PYOtherRevenueAmt |
| CY Other Revenue | $1,385 | CYOtherRevenueAmt |
| PY Total Revenue | $139,369,940 | PYTotalRevenueAmt |
| CY Total Revenue | $141,524,232 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $113,069,736 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $114,152,324 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,685,568 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,369,039 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,348,385 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,417,097 | PYOtherExpensesAmt |
| CY Other Expenses | $6,168,167 | CYOtherExpensesAmt |
| PY Total Expenses | $133,172,401 | PYTotalExpensesAmt |
| CY Total Expenses | $133,689,530 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,197,539 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,834,702 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $66,631,551 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,090,406 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,352,467 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,293,295 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $64,279,084 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $72,797,111 | 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 | Yes (true) | SignificantChangeInd |
| Expense | $119,819,844 | ExpenseAmt |
| Grant | $110,465,471 | GrantAmt |
| Revenue | $106,459 | RevenueAmt |
| Desc | SPONSORSHIP - SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,996,089 | ExpenseAmt |
| Grant | $3,686,853 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SCHOLARSHIP - SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $123,815,933 | 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 | false | 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 |
| IRP Document | 63 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 169 | 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 |
| 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 | Yes (true) | 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) | $236,444 | $0 | $49,769 | ||
| ROB MCELROY | ||||||||
| LEAD SOFTWARE ARCHITECT | 45.0 | 0.0 | $137,620 | $0 | $43,426 | Yes (X) | ||
| STEVE MCCLAIN | ||||||||
| DIRECTOR OF OUTREACH | 45.0 | 0.0 | $128,583 | $0 | $43,324 | Yes (X) | ||
| MARTIN KRAUS | ||||||||
| TREASURER (NON-VOTING)/DIR FIN | 50.0 | 0.0 | Yes (X) | $134,613 | $0 | $36,890 | ||
| MARY GEISZ | ||||||||
| DIRECTOR OF SPONSOR EXPERIENCE | 45.0 | 0.0 | $120,915 | $0 | $39,686 | Yes (X) | ||
| JOHN DOUGHERTY | ||||||||
| DIRECTOR OF TECHNOLOGY SERVICE | 45.0 | 0.0 | $128,129 | $0 | $25,718 | Yes (X) | ||
| DONNA HATCHETTE | ||||||||
| LEAD SOFTWARE ARCHITECT | 45.0 | 0.0 | $120,269 | $0 | $8,361 | Yes (X) | ||
| WILLIAM HANSEN | ||||||||
| SECRETARY (NON-VOTING)/FIN MGR | 45.0 | 0.0 | Yes (X) | $82,923 | $0 | $20,417 | ||
| ALISON AVAYU | ||||||||
| DIRECTOR | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DAVID HERBISON | ||||||||
| CGO/DIRECTOR | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RICH SWAN | ||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| VICKI BERGER | ||||||||
| DEPUTY CGO/DIRECTOR | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DENNIS BERNARDO | ||||||||
| DIRECTOR | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| EMMA MILLER | ||||||||
| DIRECTOR | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JOE BARKER | ||||||||
| DIRECTOR | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| REV GREG SCHMITT CSSR | ||||||||
| PREACH REP(NON-VOTING) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| CINDY RICKS | ||||||||
| DIRECTOR | 4.0 | 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) | ||
| HUGO PLAZA BELTRAN | ||||||||
| DIR (NON-VOTING) (BEG 6/20) | 0.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MONICA GOMEZ | ||||||||
| DIR (NON-VOTING) (RET 6/20) | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,089,496 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $267,591 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | 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 | $993,067 |
| BOK-FINANCIAL | |||||
| 7500 COLLEGE BLVD SUITE 1450 | OVERLAND PARK | KS | 66210 | BANKING SERVICES | $243,174 |
| GOOGLE INC | |||||
| 1600 AMPHITHEATRE PKWY | MOUNTAIN VIEW | CA | 94043 | ADVERTISING | $228,931 |
| AMERICAN EXPRESS | |||||
| 200 VESEY STREET | NEW YORK | NY | 10285 | MERCHANT SERVICES | $192,353 |
| DATAWRKZ | |||||
| 12636 RESEARCH BLVD SUITE C-206 | AUSTIN | TX | 78759 | ADVERTISING | $425,466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $139,403,527 | AllOtherContributionsAmt |
| Noncash Contributions | $596,230 | NoncashContributionsAmt |
| Total Contributions | $139,403,527 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Awareness Trips | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $106,459 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $106,459 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $106,459 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,512,656 | TotalRevenueColumnAmt |
| Exclusion | $1,512,656 | 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 | $22,719,902 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,219,697 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $500,205 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $500,205 | TotalRevenueColumnAmt |
| Exclusion | $500,205 | 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 | All Other Misc Revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,385 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,385 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,385 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,385 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,385 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $141,524,232 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $106,459 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,014,246 | 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 | $114,152,324 | TotalAmt |
| Program Services | $114,152,324 | 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 | $561,056 | TotalAmt |
| Program Services | $72,031 | ProgramServicesAmt |
| Management And General | $465,015 | ManagementAndGeneralAmt |
| Fundraising | $24,010 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,678 | TotalAmt |
| Program Services | $1,678 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,235,287 | TotalAmt |
| Program Services | $5,740,726 | ProgramServicesAmt |
| Management And General | $1,201,219 | ManagementAndGeneralAmt |
| Fundraising | $2,293,342 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,241 | TotalAmt |
| Program Services | $343,310 | ProgramServicesAmt |
| Management And General | $63,055 | ManagementAndGeneralAmt |
| Fundraising | $136,876 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,303,202 | TotalAmt |
| Program Services | $1,484,914 | ProgramServicesAmt |
| Management And General | $271,751 | ManagementAndGeneralAmt |
| Fundraising | $546,537 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,575 | TotalAmt |
| Program Services | $436,908 | ProgramServicesAmt |
| Management And General | $112,152 | ManagementAndGeneralAmt |
| Fundraising | $175,515 | 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 | $52,177 | TotalAmt |
| Program Services | $7,598 | ProgramServicesAmt |
| Management And General | $38,138 | ManagementAndGeneralAmt |
| Fundraising | $6,441 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,146 | TotalAmt |
| Management And General | $90,146 | 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 | $59,113 | TotalAmt |
| Management And General | $59,113 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,695 | TotalAmt |
| Program Services | $3,652 | ProgramServicesAmt |
| Management And General | $36,378 | ManagementAndGeneralAmt |
| Fundraising | $364,665 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $880,579 | TotalAmt |
| Program Services | $77 | ProgramServicesAmt |
| Management And General | $1,477 | ManagementAndGeneralAmt |
| Fundraising | $879,025 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,156,993 | TotalAmt |
| Program Services | $626,248 | ProgramServicesAmt |
| Management And General | $1,926,017 | ManagementAndGeneralAmt |
| Fundraising | $604,728 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,044 | TotalAmt |
| Program Services | $240,922 | ProgramServicesAmt |
| Management And General | $62,061 | ManagementAndGeneralAmt |
| Fundraising | $62,061 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,571 | TotalAmt |
| Program Services | $121,159 | ProgramServicesAmt |
| Management And General | $31,206 | ManagementAndGeneralAmt |
| Fundraising | $31,206 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,413 | TotalAmt |
| Program Services | $103,102 | ProgramServicesAmt |
| Management And General | $11,969 | ManagementAndGeneralAmt |
| Fundraising | $102,342 | 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 | $30,200 | TotalAmt |
| Program Services | $21,315 | ProgramServicesAmt |
| Management And General | $2,068 | ManagementAndGeneralAmt |
| Fundraising | $6,817 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,996 | TotalAmt |
| Program Services | $100 | ProgramServicesAmt |
| Management And General | $17,896 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,133 | TotalAmt |
| Program Services | $197,405 | ProgramServicesAmt |
| Management And General | $43,364 | ManagementAndGeneralAmt |
| Fundraising | $43,364 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,514 | TotalAmt |
| Program Services | $89,517 | ProgramServicesAmt |
| Management And General | $21,992 | ManagementAndGeneralAmt |
| Fundraising | $34,005 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| AWARENESS & EDUCATION | $163,069 | $157,435 | $172 | $5,462 |
| BOARD EXPENSES | $21,737 | $21,737 | ||
| _ | $0 | |||
| _ | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,787 | TotalAmt |
| Program Services | $15,512 | ProgramServicesAmt |
| Management And General | $48,286 | ManagementAndGeneralAmt |
| Fundraising | $31,989 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,689,530 | TotalAmt |
| Program Services | $123,815,933 | ProgramServicesAmt |
| Management And General | $4,525,212 | ManagementAndGeneralAmt |
| Fundraising | $5,348,385 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $741 | BOYAmt |
| EOY | $1,980 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,893,618 | BOYAmt |
| EOY | $17,417,256 | 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 | $282,734 | BOYAmt |
| EOY | $491,938 | 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 | $748,169 | BOYAmt |
| EOY | $808,560 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,321,509 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,232,301 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,204,050 | BOYAmt |
| EOY | $3,089,208 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,367,487 | BOYAmt |
| EOY | $55,778,237 | 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 | $134,752 | BOYAmt |
| EOY | $503,227 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,631,551 | BOYAmt |
| EOY | $78,090,406 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,569,608 | BOYAmt |
| EOY | $1,619,942 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $631,779 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,621 | BOYAmt |
| EOY | $18,855 | 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 | $2,386,100 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $571,238 | BOYAmt |
| EOY | $636,619 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,352,467 | BOYAmt |
| EOY | $5,293,295 | 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 | $31,596,789 | BOYAmt |
| EOY | $40,143,512 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,682,295 | BOYAmt |
| EOY | $32,653,599 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,279,084 | BOYAmt |
| EOY | $72,797,111 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,631,551 | BOYAmt |
| EOY | $78,090,406 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,834,702 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $775,173 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$91,848 | 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 | $127,382,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $133,688,878 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $133,867,370 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $137,342,202 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $139,403,527 | CurrentTaxYearAmt |
| Total | $671,684,431 | 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 | $127,382,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $133,688,878 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $133,867,370 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $137,342,202 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $139,403,527 | CurrentTaxYearAmt |
| Total | $671,684,431 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $671,684,431 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $759,620 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $913,259 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,183,406 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,477,335 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,512,656 | CurrentTaxYearAmt |
| Total | $5,846,276 | 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 | $557 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $547 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $766 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,385 | CurrentTaxYearAmt |
| Total | $3,360 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $677,534,067 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,016,694 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99137 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99226 | 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 | $5,102,190 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,578,630 | DepreciationAmt |
| Book Value | $2,523,560 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,190,643 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,898,048 | DepreciationAmt |
| Book Value | $292,595 | 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 | $3,089,208 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY OBLIGATIONS | Desc |
| Amt | $636,619 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $636,619 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $142,204,164 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $775,173 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $775,173 | RevenueNotReportedAmt |
| Revenue Subtotal | $141,428,991 | RevenueSubtotalAmt |
| Other Revenues Not Included | $95,241 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $95,241 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $141,524,232 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $133,684,618 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $133,684,618 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $4,912 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,912 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $133,689,530 | 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 $ 91,848 UNBOUND COLOMBIA $ 3,393 ---------- TOTAL $ 95,241 |
| SCHEDULE D, PART XII, LINE 4B | UNBOUND COLOMBIA $ 4,912 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | EmployeeEmployeeCnt | Specific Services ProvidedSpecificServicesProvidedTxt | OfficesOfficesCnt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | GRANTMAKING | $46,498,737 | |||
| EAST ASIA AND THE PACIFIC | GRANTMAKING | $18,080,085 | |||
| NORTH AMERICA | GRANTMAKING | $4,136,825 | |||
| SOUTH AMERICA | GRANTMAKING | $18,013,115 | |||
| SOUTH ASIA | GRANTMAKING | $10,846,442 | |||
| SUB-SAHARAN AFRICA | GRANTMAKING | $16,577,120 | |||
| CENTRAL AMERICA AND THE CARIBBEAN | PROGRAM SERVICES | $142,456 | 1 | PROJ MENTOR & MONITOR | |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | $13,997 | PROJ MENTOR & MONITOR | ||
| NORTH AMERICA | PROGRAM SERVICES | $21,817 | 1 | PROJ MENTOR & MONITOR | |
| SOUTH AMERICA | PROGRAM SERVICES | $14,327 | PROJ MENTOR & MONITOR | ||
| SOUTH ASIA | PROGRAM SERVICES | $8,582 | PROJ MENTOR & MONITOR | ||
| SUB-SAHARAN AFRICA | PROGRAM SERVICES | $13,558 | PROJ MENTOR & MONITOR | ||
| CENTRAL AMERICA AND THE CARIBBEAN | PROGRAM SERVICES | $1,138,234 | REGIONAL CENTER | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $115,505,295 | SubtotalSpentAmt |
| Total Spent | $115,505,295 | 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 | $3,199,472 | WIRE |
| East Asia and the Pacific | SEE PART V | $1,390,416 | WIRE |
| North America | SEE PART V | $352,173 | WIRE |
| South America | SEE PART V | $1,073,571 | WIRE |
| South Asia | SEE PART V | $304,863 | WIRE |
| Sub-Saharan Africa | SEE PART V | $897,538 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 28 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| NUTRITION, EDUCATION, HEALTH, AND FAMILY | Central America and the Caribbean | 117299 | $43,299,265 | WIRE |
| NUTRITION, EDUCATION, HEALTH, AND FAMILY | East Asia and the Pacific | 44811 | $16,689,669 | WIRE |
| NUTRITION, EDUCATION, HEALTH, AND FAMILY | North America | 10015 | $3,784,652 | WIRE |
| NUTRITION, EDUCATION, HEALTH, AND FAMILY | South America | 45865 | $16,939,544 | WIRE |
| NUTRITION, EDUCATION, HEALTH, AND FAMILY | South Asia | 27474 | $10,541,579 | WIRE |
| NUTRITION, EDUCATION, HEALTH, AND FAMILY | Sub-Saharan Africa | 43403 | $15,679,582 | 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 (2 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, AGING AND VOCATIONS (WHERE APPLICABLE). THE MONTHLY TRANSFER ALSO INCLUDES BIRTHDAY FUNDS, AND FOR COVID-19 RESPONSE PROGRAMS DURING 2020 AS AN ADDITIONAL MEASURE TO HELP. 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 GOVERMENTS FOR SPECIAL MONEY GIFTS OVER $100, PROJECTS ARE REQUIRED TO ACKNOWLEDGE THE EXPENDITURES TO THE DONORS. THERE ARE FIVE 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. IN PREVIOUS YEARS, STAFF REPRESENTATIVES FROM THE UNBOUND HEADQUARTERS OFFICE VISITED 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. ON-SITE VISITS WERE VERY LIMITED DURING 2020 DUE TO COVID-19 TRAVEL RESTRICTIONS. FORMAL PERFORMANCE AUDITS ARE PERFORMED PERIODICALLY, TYPICALLY ONCE EVERY THREE YEARS. 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. THOUGH ON-SITE FINANCIAL AUDITS WERE NOT POSSIBLE IN 2020, THE AUDIT TEAM PERFORMED SELECTIVE 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. THIS REQUIREMENT WAS RELAXED DURING 2020 DUE TO PANDEMIC RESTRICTIONS THAT DISRUPTED LOCAL STAFF MEMBERS' ABILITY TO OBTAIN LETTERS AND PHOTOS FROM SPONSORED FAMILIES. UNBOUND CREATED A METHOD FOR FAMILIES TO SUBMIT LETTERS AND PHOTOS DIGITALLY IN A WAY THAT DID NOT REQUIRE CONTACT WITH PROJECT STAFF, AND THE LETTER AND PHOTO REQUIREMENTS WILL RESUME IN 2021. THE LETTERS ARE REGULARLY REVIEWED ON A SAMPLE BASIS BEFORE BEING SENT TO SPONSORS. SPONSORS EAGERLY ANTICIPATE LETTERS FROM THEIR SPONSORED FRIENDS. UNBOUND TYPICALLY ORGANIZES GROUP TRIPS CALLED AWARENESS TRIPS AND FACILITATES INDIVIDUAL SPONSOR VISITS TO A NUMBER OF THE PROJECTS EACH YEAR. THOSE TRIPS HAVE BEEN TEMPORARILY SUSPENDED DUE TO COVID-19 TRAVEL RESTRICTIONS. UNBOUND ENCOURAGES ALL SPONSORS TO VISIT THEIR SPONSORED FRIENDS AND VIEW FIRSTHAND THE WORK OF THE PROJECTS. AFTER MARCH 2020 WE WERE FORCED TO CANCEL ALL THE TRIPS TO THE PROJECTS DUE TO THE PANDEMIC. ALL THE ACTIVITIES RELATED TO THE TRIPS ALSO WERE CANCELLED. WE 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 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) | $235,210 | $0 | $0 | $0 | $1,234 | $0 | $14,456 | $0 | $35,313 | $0 | $286,213 | $0 | $0 | $0 |
| ROB MCELROY | ||||||||||||||
| LEAD SOFTWARE ARCHITECT | $137,340 | $0 | $0 | $0 | $280 | $0 | $8,557 | $0 | $34,869 | $0 | $181,046 | $0 | $0 | $0 |
| STEVE MCCLAIN | ||||||||||||||
| DIRECTOR OF OUTREACH | $127,809 | $0 | $0 | $0 | $774 | $0 | $8,011 | $0 | $35,313 | $0 | $171,907 | $0 | $0 | $0 |
| MARTIN KRAUS | ||||||||||||||
| TREASURER (NON-VOTING)/DIR FIN | $133,809 | $0 | $0 | $0 | $804 | $0 | $8,340 | $0 | $28,550 | $0 | $171,503 | $0 | $0 | $0 |
| MARY GEISZ | ||||||||||||||
| DIRECTOR OF SPONSOR EXPERIENCE | $119,727 | $0 | $0 | $0 | $1,188 | $0 | $7,413 | $0 | $32,273 | $0 | $160,601 | $0 | $0 | $0 |
| JOHN DOUGHERTY | ||||||||||||||
| DIRECTOR OF TECHNOLOGY SERVICE | $127,325 | $0 | $0 | $0 | $804 | $0 | $7,839 | $0 | $17,879 | $0 | $153,847 | $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 | PRIOR TO TRAVEL RESTRICTIONS DUE TO THE COVID-19 PANDEMIC, 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 AND SPONSOR AWARENESS TRIPS TO VARIOUS UNBOUND PROJECTS. 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, AWARENESS TRIP PARTICIPANTS 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 | 43 | ContributionCnt |
| Noncash Contributions Rpt F990 | $231,230 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $365,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (16 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 3 | In early March 2020, it was becoming clear that the COVID-19 pandemic would seriously disrupt the lives of individuals and societies across the globe. By the end of the month the world would look very different and hasn't been the same since. While the impact on Unbound programs and the families they serve in 19 countries depended heavily on local situations, the organization persisted with distributing cash benefits without interruption. Cash transfers give families a lifeline Individuals and families participating in the Unbound sponsorship program have flexibility to use their benefits for what they need most. About 94% receive assistance through cash transfers, which have been a lifeline during the pandemic. Food vendors, drivers, day laborers and others earning their living in the informal economy saw their jobs shut down or significantly restricted. Many used sponsorship benefits to help keep their families afloat until they could find or resume work. In the early months of the pandemic, food insecurity was an emerging crisis impacting families, and many reported using funds to buy food. Some started or adapted a small business. In addition to sponsorship assistance, Unbound sent $2.4 million to the field specifically to help families in dire need because of the pandemic. The funds were raised from sponsor donations for disaster response. Technology gaps impact students With the disruption of in-person learning, disparities in access to technology made it difficult for students to stay engaged and motivated. Unbound programs reported that digital learning has been a major challenge, and some were doing more in-depth surveys to better understand obstacles faced by students. In some cases, students had the option to use additional assistance from Unbound to purchase tools they needed to continue studying, such as laptops or internet access. COVID-19 also disrupted the Unbound Scholarship Program. Students continued to receive scholarship support, however, and were encouraged to use funds for technological needs related to schooling. The required community service component was adapted to allow for completion of requirements remotely. Many scholars focused on COVID-19 prevention initiatives in the community, while some continued with tutoring assistance and programing to sponsored members using virtual methods. Local teams stay connected to families In-person interactions between Unbound staff and families were disrupted, including home visits by social workers, community gatherings, mothers group meetings and other activities. Local Unbound teams, however, stayed connected with families by communicating with group leaders and members who had access to technology. Local teams focused on COVID prevention strategies and used cell phones, free messaging apps, social media platforms, radio broadcasts and other means to pass along important health and safety information. Letters go digital One of the core tenets of Unbound is building relationships of mutual respect. While relationships between sponsors and their sponsored friends have always formed across distances, mainly through correspondence, the pandemic created barriers to normal letter-writing processes. Before the pandemic, handwritten letters from sponsored children, youth and elders to their sponsors were typically collected by mothers group members or social workers and delivered to the local Unbound office. Pandemic lockdowns prompted families and staff to get creative so correspondence could resume. Despite significant gaps in access to technology, families managed to send letters to Unbound staff through email, text, free messaging apps, or land lines of family members and neighbors. Letters were sent as typed messages, photos of handwritten letters, or they were dictated to staff members by phone. Suspension of trips leads to virtual connections Sponsors who travel on Unbound Awareness Trips have a special opportunity to deepen their experience by meeting their sponsored friends, learning about their friends' lives and cultures, and seeing firsthand the change families create with their support. With travel restrictions in place in the United States and around the world for most of 2020, Unbound found other ways to keep sponsors and sponsored friends connected. The organization facilitated four virtual visits for sponsors whose awareness trips were canceled and sent 149 video greetings from sponsored friends to their sponsors. Agents of Change initiatives put on pause Agents of Change awards grants to Unbound parent groups to make improvements in their communities. Once a group identifies a common need - a bathroom at a school, streetlights in a dark neighborhood, a well to safeguard a community's water source - they complete the Agents of Change application, which includes an analysis of projected costs and existing resources as well as a comprehensive plan for completion. Agents of Change initiatives paused in 2020 and will resume as local conditions and restrictions allow. PPP loan helps offset losses in sponsorships Weekend appeals at churches, Unbound's main source of new sponsors, have been unavailable or sharply limited since March 2020. As a result: (1) Total appeals were reduced by 264 from 2019, a nearly 60% drop, (2) Unbound suffered a record net loss in sponsorships of more than 8,500 in 2020, (3) The loss in sponsorship contributions in 2020 was more than $2.2 million and (4) the loss in sponsorship contributions over the average sponsorship period of 10 years will be likely be more than $37 million. The economic uncertainty caused by the anticipated net loss of sponsorships and the long-term disruptions from the pandemic necessitated Unbound's request for the Paycheck Protection Program loan. The nearly $2.4 million loan was received in June of 2020. Without the PPP loan, Unbound would have been forced to lay off U.S.-based staff and/or reduce or delay the benefits provided to families served by our programs, in 2020. |
| FORM 990, PART III, LINE 4A | Total grants for the sponsorship program were $110.5 million in 2020. At the end of 2020, a total of 288,867 individuals in Latin America, Asia and Africa were sponsored through Unbound. They included 257,109 children and youth, 31,525 elders and 233 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 Unbound to identify the specific challenges they must overcome, set their own goals and formulate plans to achieve them. Unbound's sponsorship program connects children, youth, elders and their families with individual sponsors and supportive local communities of staff members and other families. Through sponsorship, individuals and families have resources and a solid support network to begin to chart their own course out of poverty. In 2020, 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. Child sponsorship connects two individuals across geographic, economic and social boundaries. It enables the development of a unique relationship that is based on listening, encouragement and mutual respect. Sponsors - through their monthly financial contributions and letters 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 potential. Sponsors also have the opportunity to write to their sponsored friends to offer encouragement and build rewarding relationships. Unbound had 239,571 sponsors from the U.S. and around the world at the end of 2020. Sponsored individuals and their families partner with Unbound 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 is sometimes 18 years or more. Sponsored individuals and their families use financial assistance to help meet needs such as education, nutrition, housing improvements, transportation and health care. They also have access to leadership and economic development opportunities related to financial literacy, skill development and income generation. Due to COVID-19, many programs saw families shifting their resources to basic needs, such as food, rather than their planned goals. The flexibility of the program and Unbound's cash transfer system allowed families to use the funds as they needed. 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 determining sponsorship benefits and in forming support networks in which they 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 community 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 and phone calls. Much of it happens with personal, on-site visits from Unbound's Kansas City headquarters staff. In 2020, all local program teams continued to receive regular, virtual support from headquarters through calls, emails, meetings and virtual conferences. Unbound's monitoring strategy includes: 1. Visits made annually to each project for staff development, program support and assessments 2. Financial audits conducted in each project 3. Program audits conducted in each project 4. Awareness trips and individual sponsor visit opportunities 5. 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: Letters from sponsored individuals to their sponsors provide 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 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, almost all projects receive at least one visit by headquarters staff every year. Staff members also accompany sponsors on Unbound awareness trips visiting projects and families in the program. In 2019, headquarters staff collectively spent more than 1,400 days in the field monitoring and supporting programs. In 2020, all local program teams continued to receive regular, virtual support from headquarters through calls, emails, meetings and virtual conferences. All program sites participated in at least one organized virtual event, with 33 of 36 program sites participating in more than one organized virtual event and 24 participating in more than two. In addition, the organization performs quality checks on letters and photos from sponsored friends to their sponsors, and monitors member retirement rates and sponsor retention rates. Unbound collects educational attendance and performance data and documents the final education level achieved by sponsored members leaving the program. Unbound projects around the world conduct evaluations in their local contexts to determine outcomes for sponsored members and their families. Methods include surveys of sponsored members on income and skill development, focus groups on attitudes and behavioral changes, 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. Examples of program success CASH TRANSFERS With the introduction and adoption of individual bank account models, a majority 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. In 2020, 41 local-level evaluations were conducted, many focused on adapting the program to the quickly evolving context created by the global pandemic. Largely the results showed the strengths of the cash transfer model in times of economic crisis. Evaluations in the early months of the pandemic showed food insecurity as an emergent crisis impacting sponsored families. In Guatemala, the top three difficulties reported were lack of economic resources, loss of job and lack of sufficient food. The flexibility in sponsorship funds provided families with the immediate relief for these most urgent needs. Evaluations in Guatemala, Mexico, Colombia, Peru and Honduras showed a change in families' use of their benefit dollars from their original plan to instead purchase food. In Peru it was found that 77% of sponsored families who received additional assistance were able to consume three or more meals a day compared to just 33% in a comparison group who did not receive the assistance. Local programs also focused on COVID prevention strategies. In Peru, 77% of sponsored families report practicing the three key preventative actions: mask wearing, social distancing and hand washing, compared to a control group of 60%. In this study, 48% of families report having learned about this information from the local Unbound team's efforts. In Bogota, sponsored families reported that their practices more used in COVID-19 prevention were 98% to wash their hands, 86% to keep distance and 84% don't go out if not needed. |
| 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. However, the COVID-19 crisis has made disparities in internet access more pronounced, especially for students who lack tools for remote learning. Unbound estimates that just over 50% of sponsored families and less than 25% of sponsored elders have regular access to a smartphone, and many of those include some apps but no internet browsers, or intermittent internet access. Many programs are sharing that digital learning is a big challenge and some are doing more in-depth surveys to better understand the challenges faced by sponsored students. In some cases, students have had the option to use additional assistance from Unbound to purchase the tools needed to continue studying, such as laptops or internet access. |
| FAMILIES | Sponsorship impacts the sponsored child and the entire family. Unbound's direct work through a personalized benefit model and parent groups means families are able to 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 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. They found out that 54% of the respondents had never taken a loan from the SACCO, mostly because they felt like the regulation that qualifies the members for larger loans limited them in terms of when and how much they could withdraw for a loan. The team and the SACCO members are reviewing as well as educating the members on the guidelines and regulations of the loaning process to help more members in need. In 2017, an evaluation measuring the empowerment of mothers of sponsored children was performed. It compared those mothers to mothers who are waiting for their children to be sponsored. The evaluation found that parents of children sponsored through Unbound displayed a stronger level of ownership of psychological assets - such as happiness, control, goal setting and self-esteem - than the wait-list parents did. Unbound mothers were members in community groups, organizations, networks or associations as well. 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 9% 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. Unbound is now in the final year of 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 begin the program. |
| ELDERS | Elders in communities where Unbound works face challenges related to health, access to care and medicine, and loneliness. Unbound seeks to overcome these challenges through monthly benefits such as food assistance, 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. |
| FEEDBACK FROM SPONSORS | Unbound recognizes sponsors and other benefactors not merely as donors but, first and foremost, as highly valued and respected members of the Unbound community. Both sponsors and sponsored persons have something 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. The staff at Unbound take exceptional care in communications with sponsors, whether dealing with routine account matters or in the production of publications and digital content. The goal is for sponsors to be informed about what happens in programs so they understand how their contributions are being used and become more invested in the lives of those they help. On an ongoing basis, Unbound surveys sponsors whose sponsorship relationships have come to an end. Respondents are asked how they feel about their sponsorship experience and how likely they would be to recommend Unbound. In 2020, the results were: 1. Ninety percent indicate they were either very satisfied (59.9%) or satisfied (30.5%). 2. More than 91% indicated they were either very likely (64%) or somewhat likely (27.5%) to recommend Unbound. Perhaps the most significant indicator of a quality sponsor experience is that Unbound maintains a high sponsor retention rate. Unbound ended 2020 with a retention rate of 92%. Another indicator of a quality sponsor experience is the number of people, 31,951 in 2020, who sponsor more than one child or elderly person through the organization. Sponsors who travel on Unbound awareness trips have a special opportunity to deepen their experience by meeting their sponsored friends, learning about their sponsored friends' lives and cultures, and seeing firsthand the change individuals and families are creating with their support. In 2020, before the pandemic hit, 172 sponsored children and elderly were visited, With travel restrictions in place both in the United States and around the world, Unbound created other ways to keep sponsors and sponsored friends connected. We facilitated four virtual visits and for sponsors whose awareness trips were canceled, we were able to send video greetings from their sponsored friends. A total of 149 videos were sent. |
| FORM 990, PART III, LINE 4B | THE FOLLOWING are examples of achievements in education as Unbound works with students in our scholarship program. Education can help reduce poverty, but tuition, supplies and transportation are expensive. Many students must choose between continuing their educations and providing much-needed income for their families. This leads to higher dropout rates at each level of school. Educational support provided by Unbound's scholarship program helps talented older students who, because of economic circumstances, are struggling to continue their educations. The program is based on principles of perseverance, leadership and service to the community. The scholarship program complements the educational support provided by the Unbound sponsorship program, with 46.9% of scholarship students also sponsored. Unbound scholarships have helped students in communities around the world achieve their educational goals. Students are able to complete their educations, follow their chosen career paths and be of service to the larger community. Scholarships are used for needs such as secondary, post-secondary and vocational school tuition, transportation, school supplies and books. Students are selected by local program staffs based on economic need, commitment to completing their educations, demonstrated leadership potential and interest in community service. Scholarship students participate in service projects as a requirement of the program. Scholarships are intended as supplemental assistance, and students and their families contribute what they can toward educational costs. In 2020, scholarship grants to Unbound field offices totaled more than $3.6 million. Scholarships were awarded to 9,312 students in Bolivia, Chile, Colombia, Costa Rica, the Dominican Republic, Ecuador, El Salvador, Guatemala, Honduras, India, Kenya, Madagascar, Mexico, Nicaragua, Peru, the Philippines, Tanzania and Uganda. Many scholars are sponsored youth who need extra financial help in addition to sponsorship support to complete their educations. Qualified non-sponsored students identified by local Unbound staffs as needing educational assistance are also eligible for scholarships and represent 53.1% of those receiving awards. Unbound scholars develop as leaders through community service. Scholars volunteer to tutor younger sponsored children, organize clubs and activities for the community, teach literacy and health workshops for Unbound mothers groups, plan celebrations for elders, help with correspondence between sponsored children and their sponsors or perform work related to their fields of study. In 2020, COVID-19 created a disruption in the scholarship program as education moved online. Scholarship students were encouraged to use funds for technological needs as related to schooling. The required service component was also adapted to allow for distance completion. Many scholars focused on COVID-19 prevention community initiatives while some have continued with tutoring assistance and community programing to sponsored members using virtual methods. Several former scholars work for Unbound as staff members after they graduate. They bring to their work a wealth of knowledge and a unique perspective on the program and their communities. Monitoring program success Scholars are required to maintain good grades in addition to fulfilling service requirements. Unbound staffs monitor students to make sure they are meeting program requirements, and they provide annual reports on the scholarship programs. Examples of program success At various locations around the world, community-level evaluations are ongoing and being led by program staff 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 2019, 14 local-level evaluations were conducted, including the following three examples. In Honduras, 99% of scholars stated that they believe they are achieving their academic goals. Beyond their personal academic accomplishments, the evaluation in Honduras measured how scholars were leaders in their communities. Of the scholars who took the survey, 94% believe their actions in the Unbound scholarship program earn them respect in the community, and 91% believe they can take action to improve their community. In Guatemala, 98% of the scholars report having a goal which they are working to achieve. The goals were education-related for 84% of the scholars. The evaluation in Guatemala also focused on results from students receiving tutoring from the scholars. It found that 95% of parents of students receiving tutoring reported a positive change in the attitude of their child. In Madagascar, young people in the scholarship program were dropping out of school. The evaluation highlighted the main reason as lack of specific objectives or goals that would motivate them to continue. Based on the finding, staff in Madagascar recommended identifying and setting goals as part of the interview process, and that these efforts be nurtured through sessions that give scholars a way to motivate themselves and each other to achieve their dreams. Unbound has also initiated qualitative evaluation of the scholarship program with alumni, utilizing a group mind-mapping process and individual interviews to explore long-term outcomes. Unbound conducted Ripple-Effect Mapping (REM) in 2015 with 32 program alumni from rural communities in Guatemala and in 2013 with more than 80 program alumni in the Metro Manila area of the Philippines. REM is a participatory and qualitative evaluation method used to learn the intended and unintended results of the program. While the contexts of groups were dramatically different, with different geographies and significant cultural differences, the similarities between the outcomes strengthen the argument for what might be Unbound's contribution through the scholarship and sponsorship programs. Alumni participating in the qualitative evaluation in the Philippines, on average three years out of the program, were pursuing careers such as teaching, nursing, accounting and architectural design. Alumni participating in the evaluation in Guatemala, on average six years out of the program, mentioned employment as teachers, police officers, bakers and small-business owners. Most of the evaluation participants were employed on a full-time basis. |
| AMONG THE KEY FINDINGS WERE: | 1. Gratitude and giving back: The feeling of gratitude and actively giving back were both connected and common across the ripple maps in Guatemala and the Philippines. Participants expressed how individuals and communities in poverty can focus internally on what little they have, but through Unbound they began to see their strengths and assets. This gratitude for what they had and for what was shared through Unbound spurred a desire to help others, whether family, friends or strangers. 2. Pride: A deep sense of pride and personal accomplishment came forward in the maps of both countries. It is a pride that comes from educational accomplishments and the ability to sustain one's family. However, it also comes from being part of, or associated with, the Unbound program itself (Philippines) or having a sponsor (Guatemala). 3. Education: Education and academic achievement show up in all ripple-effect maps created in Guatemala and the Philippines; however, their positioning and value differ between the two countries. Guatemalans viewed education as a key outcome and means to their most significant outcomes. Attaining an education meant gaining access to professional employment and caring for their families. It brought about satisfaction and pride. In the Philippines, however, alumni emphasized education as an end in itself. Having an education was the outcome. 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. "The beauty is that each family can choose what is needed in each moment," said one participant in Guatemala. Each individual tells a different story, but all are united in their experience with Unbound. So, while these experiences do cause us to recognize the significant influences of external factors in the lives of individuals, they also emphasize the remarkable flexibility of the Unbound program. It has the potential to contribute to an individual's path out of poverty in ways unlike a standard aid-distribution or community based development approach. |
| FORM 990, PART VI, SECTION A, LINE 4 | UPDATED TERM AND ELECTION OF DIRECTORS SECTION. |
| 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 ACCOUNTING PERSONNEL. ANY QUESTIONS AND CONCERNS THE ORGANIZATION'S PRESIDENT/CEO AND ACCOUNTING 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 A STAFF DIRECTOR, MEMBER OF THE HUMAN RESOURCES DEPARTMENT 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 2020-JUNE 2021 WAS DETERMINED AT THE JUNE 2020 GOVERNING BOARD OF DIRECTORS MEETING. PRIOR TO THIS DISCUSSION, THE PRESIDENT/CEO AND THE NON-VOTING MEMBERS OF THE BOARD EXCUSED THEMSELVES FROM THE BOARD MEETING. THE VOTING MEMBERS MET WITH THE DIRECTOR OF HUMAN RESOURCES 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 50TH 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 2020 - JUNE 2021 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 HUMAN RESOURCES. 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 $(91,848) |
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-PHILIPPINE BRANCH | ||||||||||
| 5 Red Street Rainbow Village Brgy | 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
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNBOUND COLOMBIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $86,400 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |