UNBOUND: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UNBOUND (EIN 43-1243999)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-19
- IRS object ID
- 201831709349300313
- Schema version
- 2017v2.3
- 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 | 2018-06-19T09:22:32-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael J Engle | PreparerPersonNm |
| PTIN | P00482834 | PTIN |
| Phone | 8162216300 | PhoneNum |
| Preparation | 2018-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $140,766,355 | 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 | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 183 | TotalEmployeeCnt |
| Total Volunteers | 5485 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $127,382,454 | PYContributionsGrantsAmt |
| CY Contributions Grants | $133,688,878 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $451,028 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $451,135 | CYProgramServiceRevenueAmt |
| PY Investment Income | $680,087 | PYInvestmentIncomeAmt |
| CY Investment Income | $912,430 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,822 | PYOtherRevenueAmt |
| CY Other Revenue | $12,352 | CYOtherRevenueAmt |
| PY Total Revenue | $128,526,391 | PYTotalRevenueAmt |
| CY Total Revenue | $135,064,795 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $105,384,521 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $108,359,028 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,521,026 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,961,181 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,956,632 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,969,877 | PYOtherExpensesAmt |
| CY Other Expenses | $7,775,682 | CYOtherExpensesAmt |
| PY Total Expenses | $124,875,424 | PYTotalExpensesAmt |
| CY Total Expenses | $128,095,891 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,650,967 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,968,904 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,864,280 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,933,850 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,783,994 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,878,086 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,080,286 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $52,055,764 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNBOUND'S MISSION IS TO WALK WITH THE POOR AND MARGINALIZED OF THE WORLD. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $115,253,334 | ExpenseAmt |
| Grant | $105,233,280 | GrantAmt |
| Revenue | $451,135 | RevenueAmt |
| Desc | SPONSORSHIP - SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,425,008 | ExpenseAmt |
| Grant | $3,125,748 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SERVICE-SCHOLARSHIP - SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $118,678,342 | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 57 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 183 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | 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 (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CATHERINE CROSBY | ||||||||
| CHIEF GOV. OFFICER/DIRECTOR | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALISON AVAYU | ||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ANNE RYDER | ||||||||
| DIRECTOR (RETIRED 6/17) | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HERBISON | ||||||||
| DEPUTY CGO/DIRECTOR | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EILEEN GREENLAY | ||||||||
| DIRECTOR (RETIRED 6/17) | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RICH SWAN | ||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| VICKI BERGER | ||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| REV MICHAEL RIEDER | ||||||||
| PREACHER REP. (NON-VOTING) | 2.0 | 0.0 | Yes (X) | $4,810 | $0 | $0 | ||
| YESSENIA ALFARO | ||||||||
| DIRECTOR (NON-VOTING) | 1.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS BERNARDO | ||||||||
| DIRECTOR (BEGAN 6/17) | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| EMMA HIGGINS | ||||||||
| DIRECTOR (BEGAN 6/17) | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PETER NDUNGO | ||||||||
| DIRECTOR (NON-VOTING) | 1.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT WASSERMAN | ||||||||
| PRESIDENT/CEO (NON-VOTING) | 55.0 | 0.0 | Yes (X) | $213,607 | $0 | $45,660 | ||
| MARTIN KRAUS | ||||||||
| TREASURER (NON-VOTING)/DIR FIN | 50.0 | 0.0 | Yes (X) | $100,457 | $0 | $28,833 | ||
| WILLIAM HANSEN | ||||||||
| SECRETARY (NON-VOTING)/FIN MGR | 45.0 | 0.0 | Yes (X) | $76,153 | $0 | $14,630 | ||
| ROB MCELROY | ||||||||
| LEAD .NET DEVELOPER | 45.0 | 0.0 | $115,500 | $0 | $37,899 | Yes (X) | ||
| DONNA HATCHETTE | ||||||||
| SR. SYSTEMS ANALYST | 45.0 | 0.0 | $103,108 | $0 | $7,659 | Yes (X) | ||
| MARY GEISZ | ||||||||
| DIRECTOR OF SPONSOR EXPERIENCE | 45.0 | 0.0 | $102,043 | $0 | $17,039 | Yes (X) | ||
| JOHN DOUGHERTY | ||||||||
| DIRECTOR OF TECHNOLOGY SERVICE | 45.0 | 0.0 | $100,868 | $0 | $16,263 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $816,546 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $167,983 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | 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 |
|---|---|---|---|---|---|
| TF-MOBANK | |||||
| PO BOX 443 | TULSA | OK | 74101 | MERCHANT SERVICES | $811,918 |
| MOBANK | |||||
| 7500 COLLEGE BLVD SUITE 1450 | OVERLAND PARK | KS | 66210 | BANKING SERVICES | $295,573 |
| GOOGLE INC | |||||
| 1600 AMPHITHEATRE PKWY | MOUNTAIN VIEW | CA | 94043 | ADVERTISING | $445,009 |
| ARADIUS GROUP | |||||
| 4700 F STREET | OMAHA | NE | 68117 | PRINTING SERVICES | $166,095 |
| AMERICAN EXPRESS | |||||
| 200 VESEY STREET | NEW YORK | NY | 10285 | MERCHANT SERVICES | $133,221 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $133,688,878 | AllOtherContributionsAmt |
| Noncash Contributions | $111,086 | NoncashContributionsAmt |
| Total Contributions | $133,688,878 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Awareness Trips | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $451,135 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $451,135 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $451,135 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $901,259 | TotalRevenueColumnAmt |
| Exclusion | $901,259 | 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 |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,000 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,000 | TotalRevenueColumnAmt |
| Exclusion | $12,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,712,090 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,700,919 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,171 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,171 | TotalRevenueColumnAmt |
| Exclusion | $11,171 | 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 | $888 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $641 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $247 | TotalRevenueColumnAmt |
| Exclusion | $247 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $105 | TotalRevenueColumnAmt |
| Exclusion | $105 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105 | TotalRevenueColumnAmt |
| Exclusion | $105 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $105 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $135,064,795 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $451,135 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $924,782 | 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 | $108,359,028 | TotalAmt |
| Program Services | $108,359,028 | 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 | $484,150 | TotalAmt |
| Program Services | $54,302 | ProgramServicesAmt |
| Management And General | $406,937 | ManagementAndGeneralAmt |
| Fundraising | $22,911 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,190 | TotalAmt |
| Program Services | $8,519 | ProgramServicesAmt |
| Fundraising | $124,671 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,475,154 | TotalAmt |
| Program Services | $5,308,045 | ProgramServicesAmt |
| Management And General | $1,113,116 | ManagementAndGeneralAmt |
| Fundraising | $2,053,993 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500,573 | TotalAmt |
| Program Services | $313,657 | ProgramServicesAmt |
| Management And General | $66,230 | ManagementAndGeneralAmt |
| Fundraising | $120,686 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,713,338 | TotalAmt |
| Program Services | $1,121,198 | ProgramServicesAmt |
| Management And General | $218,764 | ManagementAndGeneralAmt |
| Fundraising | $373,376 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $654,776 | TotalAmt |
| Program Services | $393,640 | ProgramServicesAmt |
| Management And General | $101,774 | ManagementAndGeneralAmt |
| Fundraising | $159,362 | 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 | $11,988 | TotalAmt |
| Program Services | $825 | ProgramServicesAmt |
| Management And General | $11,163 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,163 | TotalAmt |
| Management And General | $83,163 | 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 | $51,046 | TotalAmt |
| Management And General | $51,046 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $645,928 | TotalAmt |
| Program Services | $26,262 | ProgramServicesAmt |
| Management And General | $85,151 | ManagementAndGeneralAmt |
| Fundraising | $534,515 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,995 | TotalAmt |
| Program Services | $173 | ProgramServicesAmt |
| Management And General | $8,678 | ManagementAndGeneralAmt |
| Fundraising | $570,144 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,720,006 | TotalAmt |
| Program Services | $1,405,606 | ProgramServicesAmt |
| Management And General | $1,968,780 | ManagementAndGeneralAmt |
| Fundraising | $345,620 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,304 | TotalAmt |
| Program Services | $141,991 | ProgramServicesAmt |
| Management And General | $40,204 | ManagementAndGeneralAmt |
| Fundraising | $68,109 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,870 | TotalAmt |
| Program Services | $177,861 | ProgramServicesAmt |
| Management And General | $41,008 | ManagementAndGeneralAmt |
| Fundraising | $42,001 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $585,101 | TotalAmt |
| Program Services | $231,849 | ProgramServicesAmt |
| Management And General | $32,941 | ManagementAndGeneralAmt |
| Fundraising | $320,311 | 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 | $50,966 | TotalAmt |
| Program Services | $7,057 | ProgramServicesAmt |
| Management And General | $3,152 | ManagementAndGeneralAmt |
| Fundraising | $40,757 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,223 | TotalAmt |
| Program Services | $1,223 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,778 | TotalAmt |
| Program Services | $331,770 | ProgramServicesAmt |
| Management And General | $77,004 | ManagementAndGeneralAmt |
| Fundraising | $77,004 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,245 | TotalAmt |
| Program Services | $89,675 | ProgramServicesAmt |
| Management And General | $21,612 | ManagementAndGeneralAmt |
| Fundraising | $31,958 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| AWARENESS & EDUCATION | $596,450 | $544,802 | $3,615 | $48,033 |
| FIELD AUDITS | $147,240 | $147,240 | ||
| BOARD EXPENSES | $88,166 | $88,166 | ||
| MISCELLANEOUS | $75,213 | $13,619 | $38,413 | $23,181 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,095,891 | TotalAmt |
| Program Services | $118,678,342 | ProgramServicesAmt |
| Management And General | $4,460,917 | ManagementAndGeneralAmt |
| Fundraising | $4,956,632 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332 | BOYAmt |
| EOY | $450 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,945,059 | BOYAmt |
| EOY | $11,927,476 | 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 | $351,784 | BOYAmt |
| EOY | $425,210 | 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 | $15,124 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $901,011 | BOYAmt |
| EOY | $794,608 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,646,596 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,136,499 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,931,275 | BOYAmt |
| EOY | $3,510,097 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,601,122 | BOYAmt |
| EOY | $37,150,795 | 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 | $118,573 | BOYAmt |
| EOY | $125,214 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,864,280 | BOYAmt |
| EOY | $53,933,850 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,157,441 | BOYAmt |
| EOY | $1,223,048 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,703 | BOYAmt |
| EOY | $193,305 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480,850 | BOYAmt |
| EOY | $461,733 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,783,994 | BOYAmt |
| EOY | $1,878,086 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,778,421 | BOYAmt |
| EOY | $20,281,552 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,301,865 | BOYAmt |
| EOY | $31,774,212 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,080,286 | BOYAmt |
| EOY | $52,055,764 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,864,280 | BOYAmt |
| EOY | $53,933,850 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,968,904 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,001,201 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $5,373 | 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 | $119,446,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $118,868,181 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $122,382,864 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $127,382,454 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $133,688,878 | CurrentTaxYearAmt |
| Total | $621,768,817 | 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 | $119,446,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $118,868,181 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $122,382,864 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $127,382,454 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $133,688,878 | CurrentTaxYearAmt |
| Total | $621,768,817 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $621,768,817 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,428,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $913,403 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $770,848 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $759,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $913,259 | CurrentTaxYearAmt |
| Total | $4,785,330 | 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 | $1,478 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $557 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105 | CurrentTaxYearAmt |
| Total | $3,728 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $626,557,875 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,123,269 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99236 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99091 | 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 | $4,773,197 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,044,674 | DepreciationAmt |
| Book Value | $2,728,523 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,844,723 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,611,792 | DepreciationAmt |
| Book Value | $232,931 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,755,623 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,480,033 | DepreciationAmt |
| Book Value | $275,590 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,510,097 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY OBLIGATIONS | Desc |
| Amt | $461,733 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $461,733 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $136,020,035 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,001,201 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,001,201 | RevenueNotReportedAmt |
| Revenue Subtotal | $135,018,834 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $51,046 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$5,085 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $45,961 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $135,064,795 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $128,041,363 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $128,041,363 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $51,046 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,482 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $54,528 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $128,095,891 | 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 $ (5,373) UNBOUND COLOMBIA $ 288 ---------- TOTAL $ (5,085) |
| SCHEDULE D, PART XII, LINE 4B | UNBOUND COLOMBIA $ 3,482 |
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 | $46,522,928 | |||
| CENTRAL AMERICA AND THE CARIBBEAN | PROGRAM SERVICES | $266,194 | 1 | PROJ MENTOR & MONITOR | |
| CENTRAL AMERICA AND THE CARIBBEAN | PROGRAM SERVICES | $1,044,279 | REGIONAL CENTER | 1 | |
| EAST ASIA AND THE PACIFIC | GRANTMAKING | $16,452,237 | |||
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | $53,646 | PROJ MENTOR & MONITOR | ||
| NORTH AMERICA | GRANTMAKING | $4,409,689 | |||
| NORTH AMERICA | PROGRAM SERVICES | $14,443 | PROJ MENTOR & MONITOR | ||
| SOUTH AMERICA | GRANTMAKING | $16,744,282 | |||
| SOUTH AMERICA | PROGRAM SERVICES | $52,824 | PROJ MENTOR & MONITOR | ||
| SOUTH ASIA | GRANTMAKING | $10,568,388 | |||
| SOUTH ASIA | PROGRAM SERVICES | $36,879 | PROJ MENTOR & MONITOR | ||
| SUB-SAHARAN AFRICA | GRANTMAKING | $13,661,504 | |||
| SUB-SAHARAN AFRICA | PROGRAM SERVICES | $45,190 | PROJ MENTOR & MONITOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $109,872,483 | SubtotalSpentAmt |
| Total Spent | $109,872,483 | 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 | $1,672,604 | EFT/WIRE |
| East Asia and the Pacific | SEE PART V | $753,116 | EFT/WIRE |
| North America | SEE PART V | $213,237 | EFT/WIRE |
| South America | SEE PART V | $594,006 | EFT/WIRE |
| South Asia | SEE PART V | $135,210 | EFT/WIRE |
| Sub-Saharan Africa | SEE PART V | $638,941 | EFT/WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 39 | Total501c3OrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| NUTRITION, EDUCATION, HEALTH, & FAMILY | Central America and the Caribbean | 131948 | $44,850,324 | EFT/WIRE |
| NUTRITION, EDUCATION, HEALTH, & FAMILY | East Asia and the Pacific | 47076 | $15,699,121 | EFT/WIRE |
| NUTRITION, EDUCATION, HEALTH, & FAMILY | North America | 12674 | $4,196,452 | EFT/WIRE |
| NUTRITION, EDUCATION, HEALTH, & FAMILY | South America | 46354 | $16,150,276 | EFT/WIRE |
| NUTRITION, EDUCATION, HEALTH, & FAMILY | South Asia | 32362 | $10,433,178 | EFT/WIRE |
| NUTRITION, EDUCATION, HEALTH, & FAMILY | Sub-Saharan Africa | 39655 | $13,022,563 | EFT/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 1, LINE 2 | Unbound sends a wire transfer to projects on a monthly basis. The monthly transfer includes the projects allocation of sponsorship funds in three categories: children, aging and vocations (where applicable). The monthly transfer also includes birthday funds. Money is sent at the appropriate times for service-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 Unbounds office in Kansas City, Kansas, including: A. transaction-level financial detail which include the balance sheet and income statement B. project bank statements and bank reconciliations C. cash reserves report The projects are also required to submit or make available the following documents on an annual basis: a. annual budget b. asset listing c. government-required external audit d. any other financial reports filed with their governments For special money gifts over $100, projects are required to acknowledge the expenditures to the donors. There are 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. Staff representatives from the unbound headquarters office visit each project at least once per year to assess program and administrative performance, visit program beneficiaries in their homes, and provide support and training to project teams. Formal performance audits are performed periodically, typically once every three years. In addition, the unbound finance department has a team of financial auditors who regularly 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. There are other processes, too, through which unbound is able to monitor the project performance and adherence to unbound policies. Unbound requires an updated annual photo of each sponsored member, and has processes to assure the authenticity of every photo. Unbound requires each sponsored member to write to his or her sponsor at least twice each year. The letters are regularly reviewed on a sample basis before being sent to sponsors. Sponsors eagerly anticipate letters from their sponsored friends. Unbound organizes group trips called awareness trips and facilitates individual sponsor visits to a number of the projects each year. Unbound encourages all sponsors to visit their sponsored friends and view firsthand the work of the projects. In 2017, 885 sponsored children and elderly were visited. |
| SCHEDULE F, PART II, LINES 1(1)-(6), COLUMN D | PURPOSE OF GRANTS FOR ALL REGIONS IS PROJECT INFRASTRUCTURE, EMERGENCY & SCHOLARSHIP 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 (2 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) | $212,832 | $0 | $0 | $0 | $775 | $0 | $13,125 | $0 | $32,535 | $0 | $259,267 | $0 | $0 | $0 |
| ROB MCELROY | ||||||||||||||
| LEAD .NET DEVELOPER | $115,230 | $0 | $0 | $0 | $270 | $0 | $7,351 | $0 | $30,548 | $0 | $153,399 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | IN 2017, 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 | $111,086 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN B | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS LISTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | Unbounds 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 worlds poor through one-to-one sponsorship. 3. We build community by fostering relationships of mutual respect, understanding and support that are culturally diverse, empowering and without religious or other prejudice. Grounded in the Gospel call to serve the poor, Unbound is a lay Catholic organization working with persons of all faith traditions to create a worldwide community of compassion and service. |
| FORM 990, PART III, LINE 4A | Total grants for the sponsorship program were $105.2 million in 2017. At the end of 2017, a total of 310,069 individuals in Latin America, Asia and Africa were sponsored through Unbound. They included 279,205 children and youth, 30,593 elders and 271 candidates studying for religious vocations. Following are examples of achievements in the sponsorship program, as sponsored individuals and their families partnered with Unbound to identify the unique challenges they must overcome, set their own goals and devise plans to achieve them. Unbounds 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 2017, Unbound had programs in 20 countries, including Bolivia, Brazil, Chile, Colombia, Costa Rica, the Dominican Republic, Ecuador, El Salvador, Guatemala, Honduras, India, Kenya, Madagascar, Mexico, Nicaragua, Peru, the Philippines, Tanzania, Uganda and Venezuela. Unbound closed its offices in Brazil and Venezuela during 2017. Sponsors - through their monthly financial contributions and letters they receive from their sponsored friends - experience a sense of connection with someone in another part of the world and satisfaction knowing they are helping another human being reach their full potential. Sponsors also have the opportunity to write to their sponsored friends to offer their encouragement and build rewarding relationships. Unbound had 261,066 sponsors from the U.S. and around the world at the end of 2017. 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. Sponsorship requires active participation from families as the assistance is highly personalized. Families take a central role in deciding sponsorship benefits, and in forming support networks in which they encourage and are accountable to each other. Small support groups of parents and guardians, mostly made up of mothers, are key in the sponsorship programs success. Outcomes 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 our work and ensuring that the work makes 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 be at our best for those we work with: 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. Unbounds monitoring strategy includes: 1. Project 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 Evaluation: Learning is the focus of program evaluation. Unbounds 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 Unbounds 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 governing board of Unbound rigorously monitors the integrity and accountability of the organization's operations. The board proactively defines the outcomes expected from the organization. Management must then produce verifiable data proving progress toward the expected outcomes. Management chooses the means to achieve the boards ends. However, the board sets ethical and prudent limits on which means management may use to achieve the boards 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 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 Unbound program. In 2017, headquarters staff spent more than 1,247 total days in the field monitoring and supporting programs. 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 ones ability to make decisions for oneself and act freely in a way that is intentional and goal-oriented. |
| EXAMPLES OF PROGRAM SUCCESS | Sponsorship helps children achieve a level of education that prepares them to compete with peers for jobs and be educated community members, parents and leaders. At a global level, at the point of leaving the program, 75 percent of sponsored children achieved a level of schooling comparative to or above national peer averages, according to data gathered from 2011-2014. This means that Unbound students - who experience 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 percent achieved educational levels a year or more above their national peer averages. The number jumped to 59 percent 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 percent of sponsored youth pursued post-secondary education compared to 30 percent of their peers. Sponsorship impacts the sponsored child and the entire family. Unbounds 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. As of September 2014, 77 percent of all Unbound sponsored members participated in the program through small 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 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 community. Thirty percent of Unbound mothers said they were involved in making decisions within their communities compared to 16 percent 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 comparison group. More mothers in Unbound also reported having complete choice in deciding or changing their occupations. Unbound in 2013 conducted a global evaluation of participation and empowerment indicators across all regions where Unbound works. A random sample of 697 participants revealed that three-fourths of all parents actively decide what their children will receive as benefits, and more than 40 percent were creating personal budgets and contributing regularly to savings accounts to build financial resiliency. In addition, 90 percent of mothers of sponsored children said they believed they have the power to change their familys situation, while 70 percent reported speaking up about their ideas and opinions and 63 percent were active in solving problems in their communities, according to data acquired in 2013. Unbound is now in the fourth 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. In the communities served by Unbound, elders 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. An evaluation is being conducted that will measure Unbounds impact with elders in relation to overcoming these challenges. This evaluation will be completed in July 2018. The results of this evaluation will aid in our understanding of the effectiveness of the Unbound programs global impact with elders and help us make decisions to improve how the program serves elders globally. Finally, various project (community) level evaluations are ongoing and led by program staff in each country. The primary purpose of evaluations at the project level is to ensure continuous program improvements and adaptations to the ever-changing world around the program. For example, an evaluation conducted in Cali, Colombia, in 2017 has led to new activities to link goal setting with benefit selection. An evaluation in Santa Ana, El Salvador, in 2016 led to an increased focus on the empowerment of mothers participating in small groups to increase their self-perception as leaders. A 2016 evaluation in Quezon, Philippines, was conducted to learn the value of a nutritional program so that the project could gradually phase out the food assistance aspect of their program in favor of other benefits, without negatively impacting families. A 2016 evaluation in Kampala, Uganda, found that 70 percent of members of small groups participated in saving within their group. Sixty-eight percent of the evaluation respondents stated their motivation for saving was to secure their finances for the future. 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 web content. The goal is for sponsors to be well 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. In October through December of 2017, Unbound conducted a survey to determine what sponsors value about the sponsorship relationship and where communication fits into it. Respondents were asked about ways they engage with Unbound. Among the findings were: 1. Eighty-five percent of respondents reported they read printed material they receive in the mail from Unbound (including publications and information included with payment receipts). 2. Fifty-two percent reported that they read emails from Unbound. 3. Twenty-five percent of survey respondents reported they visit the Unbound website. 4. Of those who reported visiting the website, a large majority, 85 percent, stated the reason they visit is to send eLetters to their sponsored friends. Secondary reasons were to make payments or learn more about Unbound. 5. Fourteen percent of sponsors taking the survey reported that they call Unbound. 6. Nine percent of survey respondents reported they have hosted or volunteered at an event promoting Unbound. 7. Five percent of respondents reported they read Unbound's blog or social media updates. Perhaps the most significant indicator of a quality sponsor experience is that Unbound maintains a high sponsor retention rate. Unbound ended 2017 with a retention rate of 92.2 percent. Another indicator of a quality sponsor experience is the number of people, 30,905 in 2017, who sponsor more than one child or elderly person through the organization. Sponsors who travel on Unbound awareness trips have a unique 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 2017, 612 people participated in 33 awareness trips in 13 countries. |
| FORM 990, PART III, LINE 4B | Following are examples of achievements in education as Unbound works with students in our service-scholarship program. Educational support provided by Unbound's service- scholarship program helps talented older students who, because of economic circumstances, are struggling to continue their educations. The program is based on the principles of perseverance, leadership and service to the community. The service-scholarship program complements the educational support provided by the Unbound sponsorship program, with 58 percent 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 2017, scholarship grants to Unbound field offices totaled more than $3.1 million. Scholarships were awarded to 10,472 students in Bolivia, Colombia, Costa Rica, the Dominican Republic, Ecuador, El Salvador, Guatemala, Honduras, India, Kenya, Madagascar, Mexico, Nicaragua, Peru, the Philippines, Tanzania, Uganda and Venezuela (Unbound closed its office in Venezuela in 2017). Many scholars are sponsored youth who need extra financial help in addition to sponsorship support to complete their educations. Non-sponsored older students identified by local Unbound staffs as being in need of educational assistance and having a desire to serve their communities are also eligible for scholarships and represent 42 percent of the scholarships awarded. The service requirement is an important component of the program. Service may include tutoring, helping children in the sponsorship program write letters to their sponsors in the U.S., translating letters or performing work related to their fields of study. A number of 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. Local Unbound staffs monitor students to make sure they are meeting program requirements, and they provide annual reports on the service-scholarship programs. Unbound has also initiated qualitative evaluation with alumni of the service-scholarship program, utilizing a group mind-mapping process and individual interviews to explore long-term outcomes. Examples of program success 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 service-scholarship and sponsorship programs. Alumni participating in the qualitative evaluation in the Philippines, on average three years out of the program, were pursuing careers from teaching to nursing and accounting to 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 the action of 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 the strengths and assets they did have. This gratitude for what they had and for what was shared through Unbound spurred a desire to help others, whether family, friends or strangers. 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 ones 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 both 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 the moral, character-centered, reflective and goal-oriented worldview that they carry with them. 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 we can see far more clearly that there are links between the 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 vastly different story, but all are united in their experience with Unbound. So, while these experiences do force 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. Finally, various project (community) level evaluations are ongoing and led by program staff in each country. The primary purpose of evaluations at the project level is to ensure continuous program improvements and adaptations to the ever-changing world around the program. For example, a 2017 evaluation in Meru, Kenya, found that scholars face challenges meeting service-learning requirements. The Unbound team in Meru is now working with scholars to find solutions to this problem. |
| 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 CODE OF CONDUCT WHICH FORBIDS A CONFLICT OR THE APPEARANCE OF A CONFLICT BETWEEN THE EMPLOYEE'S PERSONAL INTERESTS AND THOSE OF UNBOUND. 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, LINES 15A & 15B | THE COMPENSATION OF THE PRESIDENT/CEO FOR JUNE 2017-JUNE 2018 WAS DETERMINED AT THE JUNE 2017 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 AND THE DIRECTOR OF FINANCE WHO PROVIDED THEM WITH THE FOLLOWING INFORMATION WHICH THEY USED TO DETERMINE THE COMPENSATION AMOUNT: UTILIZING THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT GROUP, UNBOUND BUILT A FORMAL COMPENSATION SYSTEM FOR THE ENTIRE ORGANIZATION. THE BOARD CONSIDERED OTHER FACTORS SUCH AS COMPARISON OF COMPENSATION OF EXECUTIVES FROM SIMILAR SPONSORSHIP ORGANIZATIONS AND A FORMAL EVALUATION OF JOB PERFORMANCE TO DETERMINE THE PRESIDENT/CEO'S JUNE 2017-JUNE 2018 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) WAS APPROVED BY THEIR RESPECTIVE SUPERVISOR AT UNBOUND. IT WAS BASED ON BOTH A WRITTEN JOB PERFORMANCE EVALUATION AND A FORMAL COMPENSATION SYSTEM BUILT FOR THE ENTIRE ORGANIZATION UTILIZING THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT GROUP. |
| 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 $5,373 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNBOUND COLOMBIA | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CALLE 50 NO 65-42 CENTRO CONTEMPOR | AddressLine1Txt |
| City | MEDELLIN ANTIOQUIA | CityNm |
| Country | CO | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 901091198 | EIN |
| Primary Activities | PRJT SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | CO | LegalDomicileForeignCountryCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNBOUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| 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 |