Totals
- Total revenue
- $26,645,229
- Total expenses
- $27,670,480
- Contributions and grants received
- $13,892,265
- Grants paid
- $0
- Program service revenue
- $12,361,889
- Investment income
- $391,075
- Other revenue
- $0
- Total assets, end of year
- $24,988,134
- Total liabilities, end of year
- $5,303,591
- Net assets or fund balances, end of year
- $19,684,543
- Program services expenses (Part IX)
- $19,488,878
- Management and general expenses
- $5,353,539
- Fundraising expenses
- $2,828,063
- Program service expenses (Part III)
- $19,488,878
Program services were 70.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$2,074,315
-
1f · All other contributions, gifts and grants
$11,817,950
-
1g · Noncash contributions included above
$3,383,993
-
2a · Program service revenue: CONTRACTED SERVICES
total $12,361,889 · related or exempt $12,361,889
-
3 · Investment income
total $391,075 · excluded $391,075
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,121,251 · program services $315,369 · management and general $571,868 · fundraising $234,014
-
7 · Other salaries and wages
total $9,173,264 · program services $5,455,085 · management and general $1,408,121 · fundraising $2,310,058
-
8 · Pension plan contributions
total $333,323 · program services $268,429 · management and general $51,999 · fundraising $12,895
-
9 · Other employee benefits
total $659,397 · program services $523,902 · management and general $105,638 · fundraising $29,857
-
10 · Payroll taxes
total $621,965 · program services $469,766 · management and general $118,104 · fundraising $34,095
-
11b · Fees: legal
total $364,212 · management and general $364,212
-
11c · Fees: accounting
total $455,706 · management and general $376,540 · fundraising $79,166
-
11g · Fees: other
total $3,230,441 · program services $3,138,785 · fundraising $91,656
-
12 · Advertising and promotion
total $817,499 · program services $817,499
-
13 · Office expenses
total $825,695 · program services $461,066 · management and general $333,277 · fundraising $31,352
-
14 · Information technology
total $18,155 · program services $18,155
-
16 · Occupancy
total $5,668 · management and general $5,668
-
17 · Travel
total $701,458 · program services $305,736 · management and general $395,701 · fundraising $21
-
23 · Insurance
total $75,766 · management and general $75,766
-
24a · Other expenses: STANDARD INSTITUTE AND
total $7,539,913 · program services $7,539,913
-
24b · Other expenses: INTEGRATION EXPENSE
total $1,524,745 · management and general $1,524,745
-
24c · Other expenses: COST OF GOODS SOLD
total $106,981 · program services $106,981
-
24d · Other expenses: STAFF DEVELOPMENT
total $90,285 · program services $68,192 · management and general $17,144 · fundraising $4,949
-
24e · All other expenses
total $4,756 · management and general $4,756
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $11,303,481 · end of year $1,867,692
-
2 · Savings and temporary cash investments
beginning of year $521,782 · end of year $5,688,073
-
3 · Pledges and grants receivable
end of year $2,760,000
-
4 · Accounts receivable
beginning of year $2,415,355 · end of year $4,395,836
-
9 · Prepaid expenses and deferred charges
beginning of year $316,154 · end of year $734,792
-
11 · Investments: publicly traded securities
beginning of year $3,106,029 · end of year $7,758,309
-
12 · Investments: other securities
beginning of year $6,893,971
-
15 · Other assets
beginning of year $0 · end of year $1,783,432
-
17 · Accounts payable and accrued expenses
beginning of year $3,024,579 · end of year $3,641,891
-
19 · Deferred revenue
beginning of year $822,399 · end of year $1,661,700
-
27 · Net assets without donor restrictions
beginning of year $19,664,714 · end of year $15,057,247
-
28 · Net assets with donor restrictions
beginning of year $1,045,080 · end of year $4,627,296
Mission and programs · 2022
Mission
OUR VISION IS THAT EDUCATION SYSTEMS DISRUPT SYSTEMIC RACISM BY PROVIDING STUDENTS OF COLOR MEANINGFUL, ENGAGING, AND AFFIRMING GRADE-LEVEL INSTRUCTION. MEANINGFUL, ENGAGING, AND AFFIRMING GRADE-LEVEL INSTRUCTION IS THE RESULT OF COMBINING ANTIRACIST IDEOLOGY WITH CULTURALLY RELEVANT PEDAGOGY. EVIDENCE OF MEANINGFUL, ENGAGING, AND AFFIRMING GRADE-LEVEL INSTRUCTION CAN BE FOUND IN: - TEACHER KNOWLEDGE AND BELIEFS - TEACHER REFLECTION AND PLANNING ACTIVITIES - TEACHER ACTIONS IN THE CLASSROOM - STUDENT LEARNING EXPERIENCES
-
PRIMARILY FUNDED BY PHILANTHROPIC PARTNERS, UNBOUNDED UTILIZED FUNDING IN THE FOLLOWING AREAS: 1) EXPANSION OF PROGRAMMATIC OPERATIONS AND STRATEGY TO SCALE RESEARCH & EVALUATION, DISTRIBUTION, AND PROGRAM DEVELOPMENT, 2) CREATION OF A MIDDLE SCHOOL SCIENCE PATHWAY AT STANDARDS INSTITUTE. 3) EXPAND UNBOUNDED'S SUITE OF RESEARCH BASED SERVICES OF DIGITAL AND VIRTUAL OFFERINGS TO MEETING THE CHANGING NEEDS OF DISTRICTS.
Expenses $12,205,008 · Revenue $1,763,069
-
UNBOUNDED HOSTED 3 STANDARDS INSTITUTE EVENTS IN JULY 2022, WINTER 2023 AND JUNE 2023; REACHING OVER 3,500 EDUCATORS, LEADERS 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.
Expenses $6,660,970 · Revenue $9,207,420
-
LOCAL & VIRTUAL SUMMIT - UNBOUNDED'S INTERACTIVE TWO-DAY SUMMIT FOR TEACHERS, COACHES, AND LEADERS EMPHASIZES INSTRUCTIONAL PLANNING IN THE COMPLEX ERA COVID-19 AND AMIDST A HISTORICAL ANTI-RACIST MOVEMENT. WITH AN EMPHASIS ON GRADE-LEVEL CURRICULUM, STRATEGIC SUPPORTS, AND EQUITABLE INSTRUCTION, THE UNBOUNDED VIRTUAL SUMMIT MOVES EDUCATORS THROUGH PLANNING PROCESSES THAT CAN PRODUCE MEANINGFUL, ENGAGING IN-PERSON AND VIRTUAL CLASSROOM EXPERIENCES. TEACHERS & COACHES LEAVE THE VIRTUAL SUMMIT BETTER PREPARED TO MAKE INFORMED DECISIONS THAT ADDRESS UNFINISHED INSTRUCTION WHILE REMAINING IN GRADE-LEVEL CURRICULUM, AND LEADERS LEAVE THE SUMMIT BETTER PREPARED TO MAKE DECISIONS THAT ENSURE STUDENTS HAVE EQUITABLE ACCESS TO GRADE-LEVEL INSTRUCTION.
Expenses $622,900 · Revenue $1,391,400
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
LAURA SMITH
SECRETARY/TREASURER/COO
- Total calculated
- $340,804
- From this org
- $320,078
- From related orgs
- $0
- Other
- $20,726
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $292,087
- Bonus
- $25,000
- Other
- $2,991
- Deferred
- $4,500
- Nontaxable benefits
- $16,226
- Filer's total
- $340,804
-
EMMA PENGELLY
BOARD MEMBER AS OF MARCH 2023
- Total calculated
- $0
- Hours/week
- 1
-
SHAUN NELMS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DOUG BORCHARD
BOARD MEMBER AS OF MARCH 2023
- Total calculated
- $0
- Hours/week
- 1
-
LACEY ROBINSON
PRESIDENT AND CEO
- Total calculated
- $424,071
- From this org
- $404,767
- From related orgs
- $0
- Other
- $19,304
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $369,343
- Bonus
- $34,814
- Other
- $610
- Deferred
- $4,500
- Nontaxable benefits
- $14,804
- Filer's total
- $424,071
-
SONJIHIA LOWERY
BOARD MEMBER AS OF MARCH 2023
- Total calculated
- $0
- Hours/week
- 1
-
MAYA GOODALL
BOARD CHAIR THRU APRIL 2023
- Total calculated
- $0
- Hours/week
- 1
-
SARAH BRAYTON
BOARD CHAIR AS OF APRIL 2023
- Total calculated
- $0
- Hours/week
- 1
-
JASON ZIMBA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
TODD COLLINS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DR GISLAINE NGOUNOU
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
BETH MEJIA
BOARD MEMBER AS OF MARCH 2023
- Total calculated
- $0
- Hours/week
- 1
-
KRISTEN EHLMAN
CHIEF PROGRAM OFFICER
- Total calculated
- $295,749
- From this org
- $269,356
- From related orgs
- $0
- Other
- $26,393
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $241,802
- Bonus
- $25,000
- Other
- $2,554
- Deferred
- $4,500
- Nontaxable benefits
- $21,893
- Filer's total
- $295,749
-
LAKISHA COVERT
DEPUTY CHIEF, PROGRAM IMPLEMENTATION & DELIVERY
- Total calculated
- $203,721
- From this org
- $197,413
- From related orgs
- $0
- Other
- $6,308
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $197,019
- Bonus
- $0
- Other
- $394
- Deferred
- $4,500
- Nontaxable benefits
- $1,808
- Filer's total
- $203,721
-
ANDREA HANCOCK
DEPUTY CHIEF, PROGRAM DESIGN & DEVELOPMENT
- Total calculated
- $234,025
- From this org
- $203,878
- From related orgs
- $0
- Other
- $30,147
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $202,496
- Bonus
- $0
- Other
- $1,382
- Deferred
- $4,500
- Nontaxable benefits
- $25,647
- Filer's total
- $234,025
-
MONICA VASQUEZ
CHIEF TALENT & ORGANIZATIONAL DEVELOPMENT OFFICER
- Total calculated
- $311,809
- From this org
- $292,234
- From related orgs
- $0
- Other
- $19,575
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $263,253
- Bonus
- $25,000
- Other
- $3,981
- Deferred
- $4,500
- Nontaxable benefits
- $15,075
- Filer's total
- $311,809
-
DIANE POWELL
DEPUTY CHIEF, STRATEGIC GROWTH & PARTNERSHIP
- Total calculated
- $228,766
- From this org
- $198,619
- From related orgs
- $0
- Other
- $30,147
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $197,996
- Bonus
- $0
- Other
- $623
- Deferred
- $4,500
- Nontaxable benefits
- $25,647
- Filer's total
- $228,766
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CONSORTIUM ON REACHING EXCELLENCE IN EDUCATION
C · EDUCATION · CA · 100% owned · share of income $1,742,655 · share of assets $2,612,671
Directly controlled by YES
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441309349301929
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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