2018-05-11T10:56:46-05:00 2017-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2016-07-01 475223320 UNBOUNDED LEARNING INC UNBO 6464152118 134 N 4TH ST NO 2144 BROOKLYN NY 11249 LAURA SMITH TREASURER 6464152118 2018-04-24 1 MICHELLE CAIN P00150750 5854231860 2018-04-24 2016 2022-09-23 18:48:47Z X KATE GERSON 134 N 4TH ST NO 2144 BROOKLYN NY 11249 11268164 0 X WWW.UNBOUNDED.ORG X 2015 NY THE MISSION OF UNBOUNDED LEARNING, INC. ("UNBOUNDED") IS TO SUPPORT THE PRACTICE AND LEARNING OF EDUCATORS SO THAT TEACHERS SERVING STUDENTS LIVING IN POVERTY AND INEQUITY ARE USING ALIGNED CURRICULUM WELL. UNBOUNDED AIMS TO HARNESS THE POWER OF STRONG STANDARDS-ALIGNED INSTRUCTION TO ACCELERATE STUDENTS NOT YET AT GRADE-LEVEL BY SUPPORTING EDUCATORS TO SELECT, IMPLEMENT AND ADAPT HIGH-QUALITY CURRICULUM MATERIALS TO MEET THEIR STUDENTS WHERE THEY ARE TODAY. UNBOUNDED WORKS TO ENSURE THAT ALL CHILDREN ARE GROWING AGAINST HIGH GRADE-LEVEL STANDARDS EVERY DAY, EVEN WHEN THEY ENTER THEIR GRADE WITH KNOWLEDGE, VOCABULARY, AND SKILL GAPS. 8 6 27 6 0 0 1183881 7967412 90000 3295500 21 789 0 4463 1273902 11268164 0 0 0 0 550323 3422008 0 0 769915 723558 6611354 1273881 10033362 21 1234802 485407 6346858 485386 5112035 21 1234823 X THE MISSION OF UNBOUNDED LEARNING, INC. ("UNBOUNDED") IS TO SUPPORT THE PRACTICE AND LEARNING OF EDUCATORS SO THAT TEACHERS SERVING STUDENTS LIVING IN POVERTY AND INEQUITY ARE USING ALIGNED CURRICULUM WELL. UNBOUNDED AIMS TO HARNESS THE POWER OF STRONG STANDARDS-ALIGNED INSTRUCTION TO ACCELERATE STUDENTS NOT YET AT GRADE-LEVEL BY SUPPORTING EDUCATORS TO SELECT, IMPLEMENT AND ADAPT HIGH-QUALITY CURRICULUM MATERIALS TO MEET THEIR STUDENTS WHERE THEY ARE TODAY. UNBOUNDED WORKS TO ENSURE THAT ALL CHILDREN ARE GROWING AGAINST HIGH GRADE-LEVEL STANDARDS EVERY DAY, EVEN WHEN THEY ENTER THEIR GRADE WITH KNOWLEDGE, VOCABULARY, AND SKILL GAPS. 1 0 8548744 3299963 UNBOUNDED CONTINUES TO BELIEVE DEEPLY IN EMPOWERING TEACHERS AND TEACHER-COMMUNITIES TO USE THE BEST OER CURRICULUM AVAILABLE. THE PURPOSE OF THE INVESTMENT WAS TO HELP CONTRIBUTE TO THIS IMPORTANT EDUCATOR COMMUNITY BY POPULATING IT WITH HIGH-QUALITY OER THAT UNBOUNDED HAS EVALUATED AND SEQUENCED, ALLOWING THE ORGANIZATION TO GAIN INVALUABLE FEEDBACK AS THE RESOURCES ARE MADE AVAILABLE AND USEFUL TO EDUCATORS ACROSS THE COUNTRY. UNBOUNDED ENGAGED IN SEVERAL ROUNDS OF FORMATIVE RESEARCH, BOTH QUALITATIVE AND QUANTITATIVE, TO UNDERSTAND EDUCATOR BEHAVIORS AND PRACTICES RELATED TO FINDING, CHOOSING, ADAPTING, AND CREATING CURRICULUM AND TO USING PROFESSIONAL LEARNING RESOURCES. UNBOUNDED HOSTED THREE STANDARDS INSTITUTE EVENTS IN JULY 2016, FEBRUARY 2017 AND JUNE 2017; REACHING OVER 1,900 EDUCATORS AND PARTNERS FROM DISTRICTS AND CMOS.PARTICIPANTS IN ALMOST EVERY COURSE AND DISTRICT/ORGANIZATION, AS WELL AS ACROSS ALL ROLES, SHOWED GAINS IN KNOWLEDGE AFTER ATTENDING THE INSTITUTE. ALL STAFF MEMBERS WORKED THE EVENTS AND WERE PART OF THE CONTENT DEVELOPMENT AND OPERATIONS OF THE EVENTS. COMMUNITIES OF PRACTICE - UNBOUNDED DESIGNS AND FACILITATES A SERIES FULL DAY SESSIONS FOR GROUPS OF SCHOOL LEADERS ALONG WITH KEY MEMBERS OF THEIR STAFF. THE SESSIONS FOCUS ON ENGLISH LANGUAGE ARTS (ELA) AND MATHEMATICS AND INCLUDE SEMINAR LEARNING, SITE VISITS TO CLASSROOMS, FOLLOWED BY FACILITATED DEBRIEF. 8548744 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 73 22 1 27 1 0 0 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY MA OK WA CA X LAURA SMITH 6464152118 134 N 4TH ST NO 2144 BROOKLYN NY 11249 LAURA SMITH - MANAGING PARTNER OF OPERATIONS/SECRETARY/TREASURER 40.00 X X 123857 0 1912 KATE GERSON - MANAGING PARTNER OF PROGRAMS/PRESIDENT 40.00 X X 124422 0 962 PETER CUNNINGHAM BOARD OF DIRECTOR 1.00 X 0 0 0 SHAUN NELMS BOARD OF DIRECTOR 1.00 X 0 0 0 SUE PIMENTEL BOARD OF DIRECTOR 1.00 X 0 0 0 DOUG BORCHARD BOARD OF DIRECTOR 1.00 X 0 0 0 PETER KANNAM BOARD OF DIRECTOR 1.00 X 0 0 0 JUDY WURTZEL BOARD OF DIRECTOR 1.00 X 0 0 0 JOHN MAYCOCK MANAGING PARTNER OF ENGAGEMENT 40.00 X 73901 0 2997 DOUGLAS SOVDE ED OF MATH INITIATIVES THRU 4/28/17 40.00 X 165109 0 0 ALICE WIGGINS DIRECTOR OF EARLY LITERACY 40.00 X 136000 0 2997 JOYCE MACEK DIRECTOR OF PARTNERSHIPS 40.00 X 136439 0 2394 759728 0 11262 5 0 1 0 LEARNING TAPESTRY 1707 BANCROFT WAY BERKELEY CA 94703 TECH & ENGINEERING CONSULTING 255480 CONSTRUCTIVE 611 BROADWAY SUITE 430 NEW YORK NY 10012 WEB AND PRODUCT DESIGN CONSULTING 206725 2 7967412 7967412 CONTRACT SERVICES 611710 3295500 3295500 3295500 789 789 MISCELLANEOUS 900099 4463 4463 4463 11268164 3299963 0 789 941147 710053 113699 117395 1986118 1467694 259212 259212 66408 46485 6641 13282 191662 134164 19165 38333 236673 165671 23667 47335 53861 37703 5386 10772 205773 147781 19327 38665 984484 984484 196497 98248 98249 290515 203360 29051 58104 1018732 1018732 73581 73581 396795 277757 39679 79359 22442 22442 STANDARD INSTITUTE & PR 2505868 2505868 PILOT PROGRAM COSTS 816759 816759 EQUIPMENT 27156 19009 2716 5431 STAFF DEVELOPMENT 18891 13224 1889 3778 10033362 8548744 714703 769915 4475156 445407 105747 1760575 40000 5380 485407 6346858 142600 1669994 342786 3442041 485386 5112035 X 21 1234823 21 1234823 485407 6346858 1234802 0 X X 0 1 X 1 0 X 1183881 7967412 9151293 90000 3295500 3385500 1273881 11262912 12536793 1273881 7967412 9241293 0 1273881 7967412 9241293 3295500 21 789 810 21 789 810 4463 4463 1273902 11268164 12542066 X PART III, SHORT YEAR EXPLANATION: THE ORGANIZATION BEGAN OPERATIONS OCTOBER 1, 2015 (DATE OF INCEPTION) AND FILED A SHORT YEAR RETURN FOR 2015. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 11268164 0 11268164 0 11268164 10033362 0 10033362 0 10033362 PART X, LINE 2: UNBOUNDED LEARNING, INC. IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE REGULATIONS AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE TAXES ON INCOME. THE ORGANIZATION HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE VARIOUS JURISDICTIONS WHERE THEY ARE REQUIRED TO DO SO. THE ORGANIZATION FILES FORM 990 TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN NEW YORK STATE. THE TAX RETURNS FOR YEARS ENDED JUNE 30, 2016 AND JUNE 30, 2017 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE IRS AND TAXING AUTHORITIES IN NEW YORK STATE. MANAGEMENT OF THE ORGANIZATION BELIEVES THEY HAVE NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, THEY HAVE NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. X 0 0 0 0 0 0 0 0 0 DOUGLAS SOVDE ED OF MATH INITIATIVES THRU 4/28/17 165109 0 0 0 0 0 0 0 0 0 165109 0 0 0 FORM 990, PART III, LINE 2 THE ORGANIZATION ADDED THEIR COMMUNITIES OF PRACTICE PROGRAM IN THE CURRENT YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE PURPOSE OF THE FINANCIAL POLICY AND PROCEDURES DOCUMENT TO ENCOURAGE TRUSTEES, OFFICERS OR EMPLOYEES TO REPORT INFORMATION THAT THEY REASONABLY AND IN GOOD FAITH BELIEVE TO BE IN VIOLATION OF THE CODE OF ETHICS, THE POLICY ON CONFLICT OF INTERESTS, APPLICABLE LAW OR REGULATION, TO A MEMBER OF THE BOARD OF TRUSTEES, IN WRITING STATING IN DETAIL THE BASIS FOR BELIEF OF THE VIOLATION OR SUSPECTED VIOLATION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE REVIEWS AND APPROVES COMPENSATION OF THE CORPORATION'S OFFICERS, AND KEY OR HIGHLY PAID EMPLOYEES AND INDEPENDENT CONTRACTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS IS CONSISTENT WITH PRIOR YEAR.