TY 2020 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) SCOTT WASSERMAN...................................................................... PRESIDENT/CEO (NON-VOTING)	55.0 ................. 0.0		X		236,444	49,769
(2) ROB MCELROY...................................................................... LEAD SOFTWARE ARCHITECT	45.0 ................. 0.0			X	137,620	43,426
(3) STEVE MCCLAIN...................................................................... DIRECTOR OF OUTREACH	45.0 ................. 0.0			X	128,583	43,324
(4) MARTIN KRAUS...................................................................... TREASURER (NON-VOTING)/DIR FIN	50.0 ................. 0.0		X		134,613	36,890
(5) MARY GEISZ...................................................................... DIRECTOR OF SPONSOR EXPERIENCE	45.0 ................. 0.0			X	120,915	39,686
(6) JOHN DOUGHERTY...................................................................... DIRECTOR OF TECHNOLOGY SERVICE	45.0 ................. 0.0			X	128,129	25,718
(7) DONNA HATCHETTE...................................................................... LEAD SOFTWARE ARCHITECT	45.0 ................. 0.0			X	120,269	8,361
(8) WILLIAM HANSEN...................................................................... SECRETARY (NON-VOTING)/FIN MGR	45.0 ................. 0.0		X		82,923	20,417
(9) ALISON AVAYU...................................................................... DIRECTOR	3.0 ................. 0.0	X			0	0
(10) DAVID HERBISON...................................................................... CGO/DIRECTOR	5.0 ................. 0.0	X	X		0	0
(11) RICH SWAN...................................................................... DIRECTOR	2.0 ................. 0.0	X			0	0
(12) VICKI BERGER...................................................................... DEPUTY CGO/DIRECTOR	6.0 ................. 0.0	X	X		0	0
(13) DENNIS BERNARDO...................................................................... DIRECTOR	3.0 ................. 0.0	X			0	0
(14) EMMA MILLER...................................................................... DIRECTOR	4.0 ................. 0.0	X			0	0
(15) JOE BARKER...................................................................... DIRECTOR	4.0 ................. 0.0	X			0	0
(16) REV GREG SCHMITT CSSR...................................................................... PREACH REP(NON-VOTING)	1.0 ................. 0.0	X			0	0
(17) CINDY RICKS...................................................................... DIRECTOR	4.0 ................. 0.0	X			0	0

(A) Name and business address	(B) Description of services	(C) Compensation
TFBOK-FINANCIAL, PO BOX 443 TULSA,OK74101	MERCHANT SERVICES	993,067
BOK-FINANCIAL, 7500 COLLEGE BLVD SUITE 1450 OVERLAND PARK,KS66210	BANKING SERVICES	243,174
GOOGLE INC, 1600 AMPHITHEATRE PKWY MOUNTAIN VIEW,CA94043	ADVERTISING	228,931
AMERICAN EXPRESS, 200 VESEY STREET NEW YORK,NY10285	MERCHANT SERVICES	192,353
DATAWRKZ, 12636 RESEARCH BLVD SUITE C-206 AUSTIN,TX78759	ADVERTISING	425,466
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 8

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

UNBOUND

Employer identification number

43-1243999

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2020

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	127,382,454	133,688,878	133,867,370	137,342,202	139,403,527	671,684,431
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....						0
3	The value of services or facilities furnished by a governmental unit to the organization without charge..						0
4	Total. Add lines 1 through 3	127,382,454	133,688,878	133,867,370	137,342,202	139,403,527	671,684,431
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..						0
6	Public support. Subtract line 5 from line 4.						671,684,431

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
7	Amounts from line 4..	127,382,454	133,688,878	133,867,370	137,342,202	139,403,527	671,684,431
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	759,620	913,259	1,183,406	1,477,335	1,512,656	5,846,276
9	Net income from unrelated business activities, whether or not the business is regularly carried on..						0
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	557	105	547	766	1,385	3,360
11	Total support. Add lines 7 through 10						677,534,067

Gross receipts from related activities, etc. (see instructions) ..................

2,016,694

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2020 (line 6, column (f) divided by line 11, column (f)) .........

99.137 %

Public support percentage for 2019 Schedule A, Part II, line 14 ...............

99.226 %

16a

33 1/3% support test—2020. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2019. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2020. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2020

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2020 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2019 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2020 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2019 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2020. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2019. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2020

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2020

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described in 11a above?

11b

A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2020

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2020

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2020 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2020	(iii) Distributable Amount for 2020
1 Distributable amount for 2020 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2020:
a From 2015.......
b From 2016.......
c From 2017.......
d From 2018.......
e From 2019.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2020 distributable amount
i Carryover from 2015 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2020 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2020 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2021. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2016.....
b Excess from 2017.....
c Excess from 2018.....
d Excess from 2019.....
e Excess from 2020.....

Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

UNBOUND

Employer identification number

43-1243999

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2020

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .......................

3a(i)

(ii) Related organizations .......................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	273,053		273,053
b	Buildings ....	5,102,190	2,578,630	2,523,560
c	Leasehold improvements
d	Equipment ....	2,190,643	1,898,048	292,595
e	Other .....	2,755,623	2,755,623
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				3,089,208

Schedule D (Form 990) 2020

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes	0
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	636,619
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2020

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	142,204,164
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	775,173
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	775,173
3	Subtract line 2e from line 1..................			3	141,428,991
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b	95,241
c	Add lines 4a and 4b....................			4c	95,241
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	141,524,232

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	133,684,618
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e
3	Subtract line 2e from line 1...................			3	133,684,618
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b	4,912
c	Add lines 4a and 4b.....................			4c	4,912
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	133,689,530

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
SCHEDULE D, PART X, LINE 2	MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS.
SCHEDULE D, PART XI, LINE 4B	CHANGE IN UNINSURED ANNUITY OBLIGATIONS $ 91,848 UNBOUND COLOMBIA $ 3,393 ---------- TOTAL $ 95,241
SCHEDULE D, PART XII, LINE 4B	UNBOUND COLOMBIA $ 4,912

Schedule D (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right pointing arrow large image

Attach to Form 990. Right pointing arrow large image

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization
UNBOUND

Employer identification number

43-1243999

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(e) If activity listed in (d) is a program service, describe specific type of service(s) in the region	(f) Total expenditures for and investments in the region
	CENTRAL AMERICA AND THE CARIBBEAN			GRANTMAKING		46,498,737
	EAST ASIA AND THE PACIFIC			GRANTMAKING		18,080,085
	NORTH AMERICA			GRANTMAKING		4,136,825
	SOUTH AMERICA			GRANTMAKING		18,013,115
	SOUTH ASIA			GRANTMAKING		10,846,442
	SUB-SAHARAN AFRICA			GRANTMAKING		16,577,120
	CENTRAL AMERICA AND THE CARIBBEAN		1	PROGRAM SERVICES	PROJ MENTOR & MONITOR	142,456
	EAST ASIA AND THE PACIFIC			PROGRAM SERVICES	PROJ MENTOR & MONITOR	13,997
	NORTH AMERICA		1	PROGRAM SERVICES	PROJ MENTOR & MONITOR	21,817
	SOUTH AMERICA			PROGRAM SERVICES	PROJ MENTOR & MONITOR	14,327
	SOUTH ASIA			PROGRAM SERVICES	PROJ MENTOR & MONITOR	8,582
	SUB-SAHARAN AFRICA			PROGRAM SERVICES	PROJ MENTOR & MONITOR	13,558
	CENTRAL AMERICA AND THE CARIBBEAN	1		PROGRAM SERVICES	REGIONAL CENTER	1,138,234




3a	Sub-total ....	1	2			115,505,295
b	Total from continuation sheets to Part I ...
c	Totals (add lines 3a and 3b)	1	2			115,505,295

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2020

Schedule F (Form 990) 2020

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement
Central America and the Caribbean	SEE PART V	3,199,472	WIRE
East Asia and the Pacific	SEE PART V	1,390,416	WIRE
North America	SEE PART V	352,173	WIRE
South America	SEE PART V	1,073,571	WIRE
South Asia	SEE PART V	304,863	WIRE
Sub-Saharan Africa	SEE PART V	897,538	WIRE

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......	28
3	Enter total number of other organizations or entities .......................	1

Schedule F (Form 990) 2020

Schedule F (Form 990) 2020Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

	(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement
NUTRITION, EDUCATION, HEALTH, AND FAMILY	Central America and the Caribbean	117,299	43,299,265	WIRE
NUTRITION, EDUCATION, HEALTH, AND FAMILY	East Asia and the Pacific	44,811	16,689,669	WIRE
NUTRITION, EDUCATION, HEALTH, AND FAMILY	North America	10,015	3,784,652	WIRE
NUTRITION, EDUCATION, HEALTH, AND FAMILY	South America	45,865	16,939,544	WIRE
NUTRITION, EDUCATION, HEALTH, AND FAMILY	South Asia	27,474	10,541,579	WIRE
NUTRITION, EDUCATION, HEALTH, AND FAMILY	Sub-Saharan Africa	43,403	15,679,582	WIRE

Schedule F (Form 990) 2020

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2020

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation
SCHEDULE F, PART I, LINE 2	UNBOUND SENDS A WIRE TRANSFER TO PROJECTS ON A MONTHLY BASIS. THE MONTHLY TRANSFER INCLUDES THE PROJECT'S ALLOCATION OF SPONSORSHIP FUNDS IN THREE CATEGORIES: CHILDREN, AGING AND VOCATIONS (WHERE APPLICABLE). THE MONTHLY TRANSFER ALSO INCLUDES BIRTHDAY FUNDS, AND FOR COVID-19 RESPONSE PROGRAMS DURING 2020 AS AN ADDITIONAL MEASURE TO HELP. MONEY IS SENT AT THE APPROPRIATE TIMES FOR SCHOLARSHIPS AND CHRISTMAS. THERE MIGHT BE ADDITIONAL RESTRICTED FUNDS SENT AS UNBOUND GRANTS OR BECAUSE OF SPONSORS' EXTRA DONATIONS FOR SPECIFIC FAMILY OR PROJECT NEEDS BEYOND WHAT THE SPONSORSHIP PROGRAM COVERS. UNBOUND MONITORS THE PROJECTS' USE OF THESE FUNDS IN A VARIETY OF WAYS. PROJECTS ARE REQUIRED TO PROVIDE MONTHLY FINANCIAL INFORMATION TO UNBOUND'S OFFICE IN KANSAS CITY, KANSAS, INCLUDING: A. TRANSACTION-LEVEL FINANCIAL DETAIL WHICH INCLUDE THE BALANCE SHEET AND INCOME STATEMENT B. PROJECT BANK STATEMENTS AND BANK RECONCILIATIONS C. CASH RESERVES REPORT THE PROJECTS ARE ALSO REQUIRED TO SUBMIT OR MAKE AVAILABLE THE FOLLOWING DOCUMENTS ON AN ANNUAL BASIS: A. ANNUAL BUDGET B. ASSET LISTING C. GOVERNMENT-REQUIRED EXTERNAL AUDIT D. ANY OTHER FINANCIAL REPORTS FILED WITH THEIR GOVERMENTS FOR SPECIAL MONEY GIFTS OVER $100, PROJECTS ARE REQUIRED TO ACKNOWLEDGE THE EXPENDITURES TO THE DONORS. THERE ARE FIVE REGIONAL ACCOUNTANTS IN THE INTERNATIONAL PROGRAMS DEPARTMENT AT UNBOUND. EACH HAS RESPONSIBILITY FOR A NUMBER OF PROJECTS, AND REVIEWS THE MONTHLY TRANSACTIONS AND REPORTS ON A REGULAR BASIS FOR TIMELINESS, ACCURACY, COMPLETENESS, AND COMPLIANCE WITH UNBOUND FINANCIAL AND PROGRAM POLICY. REGULAR FEEDBACK IS GIVEN TO THE PROJECTS. IN PREVIOUS YEARS, STAFF REPRESENTATIVES FROM THE UNBOUND HEADQUARTERS OFFICE VISITED EACH PROJECT ON AN ANNUAL BASIS TO ASSESS PROGRAM AND ADMINISTRATIVE PERFORMANCE, VISIT PROGRAM BENEFICIARIES IN THEIR HOMES, AND PROVIDE SUPPORT AND TRAINING TO PROJECT TEAMS. ON-SITE VISITS WERE VERY LIMITED DURING 2020 DUE TO COVID-19 TRAVEL RESTRICTIONS. FORMAL PERFORMANCE AUDITS ARE PERFORMED PERIODICALLY, TYPICALLY ONCE EVERY THREE YEARS. IN ADDITION, THE UNBOUND FINANCE DEPARTMENT HAS A TEAM OF FINANCIAL AUDITORS WHO AUDIT THE PROJECTS' INTERNAL CONTROLS, PROCESSES AND PROCEDURES, AND THE ACCURACY OF THEIR RECORDKEEPING. THEY HAVE ESTABLISHED A SCHEDULE FOR AUDITING EACH PROJECT ON A REGULAR BASIS. THOUGH ON-SITE FINANCIAL AUDITS WERE NOT POSSIBLE IN 2020, THE AUDIT TEAM PERFORMED SELECTIVE DESK AUDITS. THERE ARE OTHER PROCESSES, TOO, THROUGH WHICH UNBOUND IS ABLE TO MONITOR THE PROJECT PERFORMANCE AND ADHERENCE TO UNBOUND POLICIES. UNBOUND REQUIRES AN UPDATED ANNUAL PHOTO OF EACH SPONSORED MEMBER, AND HAS PROCESSES TO ASSURE THE AUTHENTICITY OF EVERY PHOTO. UNBOUND REQUIRES EACH SPONSORED MEMBER TO WRITE TO HIS OR HER SPONSOR AT LEAST TWICE EACH YEAR. THIS REQUIREMENT WAS RELAXED DURING 2020 DUE TO PANDEMIC RESTRICTIONS THAT DISRUPTED LOCAL STAFF MEMBERS' ABILITY TO OBTAIN LETTERS AND PHOTOS FROM SPONSORED FAMILIES. UNBOUND CREATED A METHOD FOR FAMILIES TO SUBMIT LETTERS AND PHOTOS DIGITALLY IN A WAY THAT DID NOT REQUIRE CONTACT WITH PROJECT STAFF, AND THE LETTER AND PHOTO REQUIREMENTS WILL RESUME IN 2021. THE LETTERS ARE REGULARLY REVIEWED ON A SAMPLE BASIS BEFORE BEING SENT TO SPONSORS. SPONSORS EAGERLY ANTICIPATE LETTERS FROM THEIR SPONSORED FRIENDS. UNBOUND TYPICALLY ORGANIZES GROUP TRIPS CALLED AWARENESS TRIPS AND FACILITATES INDIVIDUAL SPONSOR VISITS TO A NUMBER OF THE PROJECTS EACH YEAR. THOSE TRIPS HAVE BEEN TEMPORARILY SUSPENDED DUE TO COVID-19 TRAVEL RESTRICTIONS. UNBOUND ENCOURAGES ALL SPONSORS TO VISIT THEIR SPONSORED FRIENDS AND VIEW FIRSTHAND THE WORK OF THE PROJECTS. AFTER MARCH 2020 WE WERE FORCED TO CANCEL ALL THE TRIPS TO THE PROJECTS DUE TO THE PANDEMIC. ALL THE ACTIVITIES RELATED TO THE TRIPS ALSO WERE CANCELLED. WE MONITORED THE ACTIVITY OF THE PROJECTS THROUGH CONFERENCE CALLS, WEBINARS, REVIEW OF FINANCIAL AND PROGRAM DOCUMENTS, AND FINANCIAL DESK AUDITS. THE PROJECTS CONTINUE TO SUBMIT ALL DOCUMENTS AND REPORTS.
SCHEDULE F, PART II, LINES 1(1)-(6), COLUMN D	PURPOSE OF GRANTS FOR ALL REGIONS IS PROJECT INFRASTRUCTURE, EMERGENCY, SCHOLARSHIP, AND OTHER ASSISTANCE.

Schedule F (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow

Attach to Form 990.
Graphic Arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

UNBOUND

Employer identification number

43-1243999

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Yes

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2020

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1SCOTT WASSERMAN PRESIDENT/CEO (NON-VOTING)	(i) (ii)	235,210 ------------- 0	0 ------------- 0	1,234 ------------- 0	14,456 ------------- 0	35,313 ------------- 0	286,213 ------------- 0	0 ------------- 0
2ROB MCELROY LEAD SOFTWARE ARCHITECT	(i) (ii)	137,340 ------------- 0	0 ------------- 0	280 ------------- 0	8,557 ------------- 0	34,869 ------------- 0	181,046 ------------- 0	0 ------------- 0
3STEVE MCCLAIN DIRECTOR OF OUTREACH	(i) (ii)	127,809 ------------- 0	0 ------------- 0	774 ------------- 0	8,011 ------------- 0	35,313 ------------- 0	171,907 ------------- 0	0 ------------- 0
4MARTIN KRAUS TREASURER (NON-VOTING)/DIR FIN	(i) (ii)	133,809 ------------- 0	0 ------------- 0	804 ------------- 0	8,340 ------------- 0	28,550 ------------- 0	171,503 ------------- 0	0 ------------- 0
5MARY GEISZ DIRECTOR OF SPONSOR EXPERIENCE	(i) (ii)	119,727 ------------- 0	0 ------------- 0	1,188 ------------- 0	7,413 ------------- 0	32,273 ------------- 0	160,601 ------------- 0	0 ------------- 0
6JOHN DOUGHERTY DIRECTOR OF TECHNOLOGY SERVICE	(i) (ii)	127,325 ------------- 0	0 ------------- 0	804 ------------- 0	7,839 ------------- 0	17,879 ------------- 0	153,847 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2020

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference

Explanation

SCHEDULE J, PART I, LINE 1A

PRIOR TO TRAVEL RESTRICTIONS DUE TO THE COVID-19 PANDEMIC, ANABELLA WASSERMAN, WIFE OF SCOTT WASSERMAN, PRESIDENT/CEO OF UNBOUND, TRAVELED INTERNATIONALLY WITH MR. WASSERMAN AND OTHER UNBOUND STAFF TO PARTICIPATE IN PROJECT MENTORING/MONITORING AND SPONSOR AWARENESS TRIPS TO VARIOUS UNBOUND PROJECTS. UNBOUND COMPENSATED MS. WASSERMAN FOR HER TIME AS AN INDEPENDENT CONTRACTOR AND PAID FOR HER AIRFARE BECAUSE HER PARTICIPATION WAS FOR BONA FIDE BUSINESS PURPOSES. MS. WASSERMAN'S LONG STANDING RELATIONSHIP WITH UNBOUND, PREVIOUS INVOLVEMENT LEADING SEVERAL CHURCH MISSION TRIPS, BEING A NATIVE OF GUATEMALA AND BEING BI-LINGUAL ARE JUST A FEW OF THE MANY ATTRIBUTES THAT ENABLE HER TO WORK SUCCESSFULLY AND TO HELP UNBOUND BUILD MEANINGFUL RELATIONSHIPS WITH PROJECT STAFF, AWARENESS TRIP PARTICIPANTS AND SPONSORED FAMILIES.

Schedule J (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

UNBOUND

Employer identification number

43-1243999

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	43	231,230	FAIR MARKET VALUE
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .	X	1	365,000	APPRAISAL
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( )
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2020)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
SCHEDULE M, PART I, COLUMN B	THE AMOUNTS LISTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS.

Schedule M (Form 990) (2020)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

UNBOUND

Employer identification number

43-1243999

Return Reference	Explanation
FORM 990, PART I, LINE 1	Unbound's mission is to walk with the poor and marginalized of the world. 1. We provide personal attention and direct benefits to children, youth, aging and their families so they may live with dignity, achieve their desired potential and participate fully in society. 2. We invite people of goodwill to live in daily solidarity with the world's poor through one-to-one sponsorship. 3. We build community by fostering relationships of mutual respect, understanding and support that are culturally diverse, empowering and without religious or other prejudice. Grounded in the Gospel call to serve the poor, Unbound is a lay Catholic organization working with persons of all faith traditions to create a worldwide community of compassion and service.
FORM 990, PART III, LINE 3	In early March 2020, it was becoming clear that the COVID-19 pandemic would seriously disrupt the lives of individuals and societies across the globe. By the end of the month the world would look very different and hasn't been the same since. While the impact on Unbound programs and the families they serve in 19 countries depended heavily on local situations, the organization persisted with distributing cash benefits without interruption. Cash transfers give families a lifeline Individuals and families participating in the Unbound sponsorship program have flexibility to use their benefits for what they need most. About 94% receive assistance through cash transfers, which have been a lifeline during the pandemic. Food vendors, drivers, day laborers and others earning their living in the informal economy saw their jobs shut down or significantly restricted. Many used sponsorship benefits to help keep their families afloat until they could find or resume work. In the early months of the pandemic, food insecurity was an emerging crisis impacting families, and many reported using funds to buy food. Some started or adapted a small business. In addition to sponsorship assistance, Unbound sent $2.4 million to the field specifically to help families in dire need because of the pandemic. The funds were raised from sponsor donations for disaster response. Technology gaps impact students With the disruption of in-person learning, disparities in access to technology made it difficult for students to stay engaged and motivated. Unbound programs reported that digital learning has been a major challenge, and some were doing more in-depth surveys to better understand obstacles faced by students. In some cases, students had the option to use additional assistance from Unbound to purchase tools they needed to continue studying, such as laptops or internet access. COVID-19 also disrupted the Unbound Scholarship Program. Students continued to receive scholarship support, however, and were encouraged to use funds for technological needs related to schooling. The required community service component was adapted to allow for completion of requirements remotely. Many scholars focused on COVID-19 prevention initiatives in the community, while some continued with tutoring assistance and programing to sponsored members using virtual methods. Local teams stay connected to families In-person interactions between Unbound staff and families were disrupted, including home visits by social workers, community gatherings, mothers group meetings and other activities. Local Unbound teams, however, stayed connected with families by communicating with group leaders and members who had access to technology. Local teams focused on COVID prevention strategies and used cell phones, free messaging apps, social media platforms, radio broadcasts and other means to pass along important health and safety information. Letters go digital One of the core tenets of Unbound is building relationships of mutual respect. While relationships between sponsors and their sponsored friends have always formed across distances, mainly through correspondence, the pandemic created barriers to normal letter-writing processes. Before the pandemic, handwritten letters from sponsored children, youth and elders to their sponsors were typically collected by mothers group members or social workers and delivered to the local Unbound office. Pandemic lockdowns prompted families and staff to get creative so correspondence could resume. Despite significant gaps in access to technology, families managed to send letters to Unbound staff through email, text, free messaging apps, or land lines of family members and neighbors. Letters were sent as typed messages, photos of handwritten letters, or they were dictated to staff members by phone. Suspension of trips leads to virtual connections Sponsors who travel on Unbound Awareness Trips have a special opportunity to deepen their experience by meeting their sponsored friends, learning about their friends' lives and cultures, and seeing firsthand the change families create with their support. With travel restrictions in place in the United States and around the world for most of 2020, Unbound found other ways to keep sponsors and sponsored friends connected. The organization facilitated four virtual visits for sponsors whose awareness trips were canceled and sent 149 video greetings from sponsored friends to their sponsors. Agents of Change initiatives put on pause Agents of Change awards grants to Unbound parent groups to make improvements in their communities. Once a group identifies a common need - a bathroom at a school, streetlights in a dark neighborhood, a well to safeguard a community's water source - they complete the Agents of Change application, which includes an analysis of projected costs and existing resources as well as a comprehensive plan for completion. Agents of Change initiatives paused in 2020 and will resume as local conditions and restrictions allow. PPP loan helps offset losses in sponsorships Weekend appeals at churches, Unbound's main source of new sponsors, have been unavailable or sharply limited since March 2020. As a result: (1) Total appeals were reduced by 264 from 2019, a nearly 60% drop, (2) Unbound suffered a record net loss in sponsorships of more than 8,500 in 2020, (3) The loss in sponsorship contributions in 2020 was more than $2.2 million and (4) the loss in sponsorship contributions over the average sponsorship period of 10 years will be likely be more than $37 million. The economic uncertainty caused by the anticipated net loss of sponsorships and the long-term disruptions from the pandemic necessitated Unbound's request for the Paycheck Protection Program loan. The nearly $2.4 million loan was received in June of 2020. Without the PPP loan, Unbound would have been forced to lay off U.S.-based staff and/or reduce or delay the benefits provided to families served by our programs, in 2020.
FORM 990, PART III, LINE 4A	Total grants for the sponsorship program were $110.5 million in 2020. At the end of 2020, a total of 288,867 individuals in Latin America, Asia and Africa were sponsored through Unbound. They included 257,109 children and youth, 31,525 elders and 233 candidates studying for the priesthood or religious life. Following are examples of achievements in the sponsorship program, as sponsored individuals and their families partnered with Unbound to identify the specific challenges they must overcome, set their own goals and formulate plans to achieve them. Unbound's sponsorship program connects children, youth, elders and their families with individual sponsors and supportive local communities of staff members and other families. Through sponsorship, individuals and families have resources and a solid support network to begin to chart their own course out of poverty. In 2020, Unbound had programs in 19 countries, including Bolivia, Chile, Colombia, Costa Rica, the Dominican Republic, Ecuador, El Salvador, Guatemala, Honduras, India, Kenya, Madagascar, Mexico, Nicaragua, Peru, the Philippines, Rwanda, Tanzania and Uganda. Child sponsorship connects two individuals across geographic, economic and social boundaries. It enables the development of a unique relationship that is based on listening, encouragement and mutual respect. Sponsors - through their monthly financial contributions and letters they receive from their sponsored friends - can experience a sense of connection with someone in another part of the world and satisfaction knowing they are helping another human being reach their potential. Sponsors also have the opportunity to write to their sponsored friends to offer encouragement and build rewarding relationships. Unbound had 239,571 sponsors from the U.S. and around the world at the end of 2020. Sponsored individuals and their families partner with Unbound to make program and benefit decisions that help them meet their basic needs and develop their potential over the course of their time in the program, which is sometimes 18 years or more. Sponsored individuals and their families use financial assistance to help meet needs such as education, nutrition, housing improvements, transportation and health care. They also have access to leadership and economic development opportunities related to financial literacy, skill development and income generation. Due to COVID-19, many programs saw families shifting their resources to basic needs, such as food, rather than their planned goals. The flexibility of the program and Unbound's cash transfer system allowed families to use the funds as they needed. Sponsorship requires active participation from families as the program is highly personalized. With support from social workers and other local Unbound staff, families take a central role in determining sponsorship benefits and in forming support networks in which they encourage each other and hold each other accountable. Small support groups of parents and guardians, mostly made up of mothers, are key to the sponsorship program's success. Mothers are the primary leaders in Unbound. They know best when it comes to meeting their children's needs, and Unbound listens to them and learns from them. Mothers of sponsored children join small support groups and often become leaders by serving their community and planning program activities. Mothers participating in Unbound have taken advantage of micro-savings and credit opportunities to meet urgent family needs, or start or boost small businesses to generate income. Parents have also formed cooperatives to meet community needs and provide income for members. Outcomes of sponsorship vary but typically relate to education, leadership development, improved health and nutrition status, dignified housing, skill development and increased income through livelihood opportunities for families. Monitoring program success Monitoring and evaluation of programs Unbound is committed to learning from experience and ensuring that efforts make a positive impact in the lives of children, youth, elders and families around the world. The organization asks two basic questions to earn donor trust and maintain a high standard of service: 1. Did we do what we said we were going to do? This is program monitoring. 2. Did it make a difference? This is program evaluation. Unbound distinguishes between monitoring and evaluation and maintains separate but complementary strategies. Monitoring: The principal purpose of monitoring is accountability. Regular program monitoring is conducted to ensure fidelity in the organizational structure, development of programs, implementation of policies and the appropriate use of finances. Some of this monitoring happens across distance with regular reporting, emails and phone calls. Much of it happens with personal, on-site visits from Unbound's Kansas City headquarters staff. In 2020, all local program teams continued to receive regular, virtual support from headquarters through calls, emails, meetings and virtual conferences. Unbound's monitoring strategy includes: 1. Visits made annually to each project for staff development, program support and assessments 2. Financial audits conducted in each project 3. Program audits conducted in each project 4. Awareness trips and individual sponsor visit opportunities 5. Third-party legal assessments of projects Evaluation: Learning is the focus of program evaluation. Unbound's personalized approach to sponsorship requires a unique and creative approach to evaluation. The organization has developed a three-tier system to evaluate the outcomes of the Unbound sponsorship program to address the learning and decision-making needs at all levels: individual, project/program and global. Individual outcomes: Letters from sponsored individuals to their sponsors provide direct feedback about how the relationships and support make a difference. Sponsored children and youth, for example, often write about how they are progressing in school or how the benefits of the program impact them and their families. Program outcomes: Programs at the project level are tailored to the needs of sponsored individuals and their families and the initiatives of Unbound in their communities. Families work with program staff to define and measure outcomes and utilize the results for continuous program improvement. With training and technical support from the evaluation team, these locally directed evaluations ask questions like: What is the program accomplishing? How are families different now? What could we do better? Global outcomes: As an international organization, Unbound also recognizes the need to step back periodically and look at the big picture. Global evaluations explore questions of organizational outcomes for all program participants across borders and in every region. These broad assessments help us tell our collective story and understand the effectiveness of our approach in key areas such as educational attainment, economic self-sufficiency, empowerment of mothers and community participation. Each tier of our evaluation framework is important to understanding the whole of Unbound's impact and its complex contribution to individual goals around the world. Governing board's role in monitoring outcomes On behalf of sponsored individuals, their families and sponsors, the Unbound Governing Board monitors the integrity and accountability of the organization's operations. The board proactively defines the outcomes expected from the organization. Management must then produce verifiable data proving progress toward the expected outcomes. With the board setting ethical and prudent limits, management chooses the appropriate means to achieve organizational ends. The board systematically monitors compliance with these executive limitations. As a result, the board confidently assures donors that their contributions achieve their promised objectives, and that the organization remains transparent and ethical.
MONITORING ACTIVITIES AND EVALUATION METHODS	Unbound conducts financial and program audits of projects on a regular basis to ensure that financial resources provide intended benefits and services and sponsored members are empowered to direct their own development. In addition, almost all projects receive at least one visit by headquarters staff every year. Staff members also accompany sponsors on Unbound awareness trips visiting projects and families in the program. In 2019, headquarters staff collectively spent more than 1,400 days in the field monitoring and supporting programs. In 2020, all local program teams continued to receive regular, virtual support from headquarters through calls, emails, meetings and virtual conferences. All program sites participated in at least one organized virtual event, with 33 of 36 program sites participating in more than one organized virtual event and 24 participating in more than two. In addition, the organization performs quality checks on letters and photos from sponsored friends to their sponsors, and monitors member retirement rates and sponsor retention rates. Unbound collects educational attendance and performance data and documents the final education level achieved by sponsored members leaving the program. Unbound projects around the world conduct evaluations in their local contexts to determine outcomes for sponsored members and their families. Methods include surveys of sponsored members on income and skill development, focus groups on attitudes and behavioral changes, and interviews to document empowerment. Organization-wide program evaluations focus on four key domains: education, economic status, community participation and empowerment. Empowerment refers to one's ability to make decisions for oneself and act freely in a way that is intentional and goal-oriented. Examples of program success CASH TRANSFERS With the introduction and adoption of individual bank account models, a majority of sponsored members now have more direct access to their personal benefits. While a major concern surrounding cash transfer programs has been misuse of funds, Unbound seeks to answer these concerns by conducting evaluations that focus on the purchasing behavior of the families participating in the sponsorship program. In 2020, 41 local-level evaluations were conducted, many focused on adapting the program to the quickly evolving context created by the global pandemic. Largely the results showed the strengths of the cash transfer model in times of economic crisis. Evaluations in the early months of the pandemic showed food insecurity as an emergent crisis impacting sponsored families. In Guatemala, the top three difficulties reported were lack of economic resources, loss of job and lack of sufficient food. The flexibility in sponsorship funds provided families with the immediate relief for these most urgent needs. Evaluations in Guatemala, Mexico, Colombia, Peru and Honduras showed a change in families' use of their benefit dollars from their original plan to instead purchase food. In Peru it was found that 77% of sponsored families who received additional assistance were able to consume three or more meals a day compared to just 33% in a comparison group who did not receive the assistance. Local programs also focused on COVID prevention strategies. In Peru, 77% of sponsored families report practicing the three key preventative actions: mask wearing, social distancing and hand washing, compared to a control group of 60%. In this study, 48% of families report having learned about this information from the local Unbound team's efforts. In Bogota, sponsored families reported that their practices more used in COVID-19 prevention were 98% to wash their hands, 86% to keep distance and 84% don't go out if not needed.
EDUCATION	Sponsorship helps children achieve a level of education that prepares them to compete with peers for jobs and be responsible community members, parents and leaders. At a global level, when they left the program, 75% of sponsored children achieved a level of schooling comparable to or above national peer averages, according to data gathered from 2011-2014. This means that Unbound students - despite marginalization based on economic, social and geographic factors - were able to compete and excel alongside students from all socioeconomic brackets and areas within their countries. Of these former sponsored children, 51% achieved educational levels a year or more above their national peer averages. The number jumped to 59% achieving a year or more above their national peer averages when looking at the experience of sponsored girls. This, along with country-level analysis, indicated a specific impact on girls' education and a closing or reversing of the prominent gender gap present in many communities. In Guatemala, for example, sponsored children, on average, achieved almost three years of schooling more than the national average for their peers. And in Unbound's Quezon program in the Philippines, 57% of sponsored youth pursued post-secondary education compared to 30% of their peers. However, the COVID-19 crisis has made disparities in internet access more pronounced, especially for students who lack tools for remote learning. Unbound estimates that just over 50% of sponsored families and less than 25% of sponsored elders have regular access to a smartphone, and many of those include some apps but no internet browsers, or intermittent internet access. Many programs are sharing that digital learning is a big challenge and some are doing more in-depth surveys to better understand the challenges faced by sponsored students. In some cases, students have had the option to use additional assistance from Unbound to purchase the tools needed to continue studying, such as laptops or internet access.
FAMILIES	Sponsorship impacts the sponsored child and the entire family. Unbound's direct work through a personalized benefit model and parent groups means families are able to best allocate resources for their children and direct how the program supports their development as families. Most sponsored children have representation in the program through small parent/guardian groups. These groups provide the space for families to have a voice in the program and be part of a supportive community, addressing two significant components of poverty: lack of choices and isolation. In 2019, a local evaluation in Kisumu, Kenya, focused on understanding the factors that were stopping the members of the parent groups from taking loans from their group's cooperative called Borneka SACCO. They found out that 54% of the respondents had never taken a loan from the SACCO, mostly because they felt like the regulation that qualifies the members for larger loans limited them in terms of when and how much they could withdraw for a loan. The team and the SACCO members are reviewing as well as educating the members on the guidelines and regulations of the loaning process to help more members in need. In 2017, an evaluation measuring the empowerment of mothers of sponsored children was performed. It compared those mothers to mothers who are waiting for their children to be sponsored. The evaluation found that parents of children sponsored through Unbound displayed a stronger level of ownership of psychological assets - such as happiness, control, goal setting and self-esteem - than the wait-list parents did. Unbound mothers were members in community groups, organizations, networks or associations as well. Mothers and guardians in Unbound reported feeling they are having a greater impact on their communities. Thirty percent of Unbound mothers said they were involved in making decisions within their communities compared to 16% of mothers in the comparison group. Evaluation results showed how more women in Unbound are taking economic risks starting small businesses to enact change. More women in the Unbound program have their own businesses, and fewer women in the program are unemployed than mothers in the comparison group. More mothers in Unbound also reported having complete choice in deciding or changing their occupations. This evaluation was a follow-up to a 2013 global evaluation on the same topic. The 2017 study revealed that 9% of mothers of sponsored children believed they had the power to change their family's situation, and 63% reported they were active in solving problems in their communities, among other findings on participation and empowerment indicators. Unbound is now in the final year of a six-year longitudinal data collection on economic outcomes for sponsored members and their families. The evaluation includes both quantitative and qualitative data and follows families from the time they begin the program.
ELDERS	Elders in communities where Unbound works face challenges related to health, access to care and medicine, and loneliness. Unbound seeks to overcome these challenges through monthly benefits such as food assistance, help with health and medical expenses, home visits and group activities. In 2018, an evaluation was conducted to measure Unbound's impact with elders in relation to overcoming these challenges. The results were overwhelmingly positive. Sponsored elders experience a lessened sense of emptiness, encountered less frequent feelings of rejection, and underwent fewer moments of missing having people around than the elderly population who live in similar circumstances but are not part of the Unbound sponsorship program. Additionally, sponsored elders feel they can rely on other individuals when they have problems, believe they can trust others in their lives, and consider themselves close to others in contrast to those elders who were waiting to participate in the Unbound sponsorship program. Sponsored elders felt at ease when talking with more people about private matters, and they have more close friends to call on for help compared to non-sponsored elders. Sponsored elders did not worry as frequently about insufficient food intake, did not have to limit variety of food, and did not experience the same degree of hunger as elders outside the program who more frequently experienced these conditions. Lastly, the study revealed that sponsored elders had greater access to medicine and medical care than those elders who were waiting to be sponsored by Unbound. According to the survey, 66% of sponsored elders said they received needed medical care, compared to 40% on the waiting list. The results of this evaluation aid in our understanding of the effectiveness of the Unbound program's global impact with elders and help us make decisions to improve how the program serves elders globally.
FEEDBACK FROM SPONSORS	Unbound recognizes sponsors and other benefactors not merely as donors but, first and foremost, as highly valued and respected members of the Unbound community. Both sponsors and sponsored persons have something to gain from the sponsorship relationship, and toward that end Unbound is committed to helping sponsors become more aware of the realities of global poverty and grow in human solidarity. The staff at Unbound take exceptional care in communications with sponsors, whether dealing with routine account matters or in the production of publications and digital content. The goal is for sponsors to be informed about what happens in programs so they understand how their contributions are being used and become more invested in the lives of those they help. On an ongoing basis, Unbound surveys sponsors whose sponsorship relationships have come to an end. Respondents are asked how they feel about their sponsorship experience and how likely they would be to recommend Unbound. In 2020, the results were: 1. Ninety percent indicate they were either very satisfied (59.9%) or satisfied (30.5%). 2. More than 91% indicated they were either very likely (64%) or somewhat likely (27.5%) to recommend Unbound. Perhaps the most significant indicator of a quality sponsor experience is that Unbound maintains a high sponsor retention rate. Unbound ended 2020 with a retention rate of 92%. Another indicator of a quality sponsor experience is the number of people, 31,951 in 2020, who sponsor more than one child or elderly person through the organization. Sponsors who travel on Unbound awareness trips have a special opportunity to deepen their experience by meeting their sponsored friends, learning about their sponsored friends' lives and cultures, and seeing firsthand the change individuals and families are creating with their support. In 2020, before the pandemic hit, 172 sponsored children and elderly were visited, With travel restrictions in place both in the United States and around the world, Unbound created other ways to keep sponsors and sponsored friends connected. We facilitated four virtual visits and for sponsors whose awareness trips were canceled, we were able to send video greetings from their sponsored friends. A total of 149 videos were sent.
FORM 990, PART III, LINE 4B	THE FOLLOWING are examples of achievements in education as Unbound works with students in our scholarship program. Education can help reduce poverty, but tuition, supplies and transportation are expensive. Many students must choose between continuing their educations and providing much-needed income for their families. This leads to higher dropout rates at each level of school. Educational support provided by Unbound's scholarship program helps talented older students who, because of economic circumstances, are struggling to continue their educations. The program is based on principles of perseverance, leadership and service to the community. The scholarship program complements the educational support provided by the Unbound sponsorship program, with 46.9% of scholarship students also sponsored. Unbound scholarships have helped students in communities around the world achieve their educational goals. Students are able to complete their educations, follow their chosen career paths and be of service to the larger community. Scholarships are used for needs such as secondary, post-secondary and vocational school tuition, transportation, school supplies and books. Students are selected by local program staffs based on economic need, commitment to completing their educations, demonstrated leadership potential and interest in community service. Scholarship students participate in service projects as a requirement of the program. Scholarships are intended as supplemental assistance, and students and their families contribute what they can toward educational costs. In 2020, scholarship grants to Unbound field offices totaled more than $3.6 million. Scholarships were awarded to 9,312 students in Bolivia, Chile, Colombia, Costa Rica, the Dominican Republic, Ecuador, El Salvador, Guatemala, Honduras, India, Kenya, Madagascar, Mexico, Nicaragua, Peru, the Philippines, Tanzania and Uganda. Many scholars are sponsored youth who need extra financial help in addition to sponsorship support to complete their educations. Qualified non-sponsored students identified by local Unbound staffs as needing educational assistance are also eligible for scholarships and represent 53.1% of those receiving awards. Unbound scholars develop as leaders through community service. Scholars volunteer to tutor younger sponsored children, organize clubs and activities for the community, teach literacy and health workshops for Unbound mothers groups, plan celebrations for elders, help with correspondence between sponsored children and their sponsors or perform work related to their fields of study. In 2020, COVID-19 created a disruption in the scholarship program as education moved online. Scholarship students were encouraged to use funds for technological needs as related to schooling. The required service component was also adapted to allow for distance completion. Many scholars focused on COVID-19 prevention community initiatives while some have continued with tutoring assistance and community programing to sponsored members using virtual methods. Several former scholars work for Unbound as staff members after they graduate. They bring to their work a wealth of knowledge and a unique perspective on the program and their communities. Monitoring program success Scholars are required to maintain good grades in addition to fulfilling service requirements. Unbound staffs monitor students to make sure they are meeting program requirements, and they provide annual reports on the scholarship programs. Examples of program success At various locations around the world, community-level evaluations are ongoing and being led by program staff in each country. The primary purpose of evaluations at the local level is to ensure continuous program improvements and adaptations to the ever-changing environment. In 2019, 14 local-level evaluations were conducted, including the following three examples. In Honduras, 99% of scholars stated that they believe they are achieving their academic goals. Beyond their personal academic accomplishments, the evaluation in Honduras measured how scholars were leaders in their communities. Of the scholars who took the survey, 94% believe their actions in the Unbound scholarship program earn them respect in the community, and 91% believe they can take action to improve their community. In Guatemala, 98% of the scholars report having a goal which they are working to achieve. The goals were education-related for 84% of the scholars. The evaluation in Guatemala also focused on results from students receiving tutoring from the scholars. It found that 95% of parents of students receiving tutoring reported a positive change in the attitude of their child. In Madagascar, young people in the scholarship program were dropping out of school. The evaluation highlighted the main reason as lack of specific objectives or goals that would motivate them to continue. Based on the finding, staff in Madagascar recommended identifying and setting goals as part of the interview process, and that these efforts be nurtured through sessions that give scholars a way to motivate themselves and each other to achieve their dreams. Unbound has also initiated qualitative evaluation of the scholarship program with alumni, utilizing a group mind-mapping process and individual interviews to explore long-term outcomes. Unbound conducted Ripple-Effect Mapping (REM) in 2015 with 32 program alumni from rural communities in Guatemala and in 2013 with more than 80 program alumni in the Metro Manila area of the Philippines. REM is a participatory and qualitative evaluation method used to learn the intended and unintended results of the program. While the contexts of groups were dramatically different, with different geographies and significant cultural differences, the similarities between the outcomes strengthen the argument for what might be Unbound's contribution through the scholarship and sponsorship programs. Alumni participating in the qualitative evaluation in the Philippines, on average three years out of the program, were pursuing careers such as teaching, nursing, accounting and architectural design. Alumni participating in the evaluation in Guatemala, on average six years out of the program, mentioned employment as teachers, police officers, bakers and small-business owners. Most of the evaluation participants were employed on a full-time basis.
AMONG THE KEY FINDINGS WERE:	1. Gratitude and giving back: The feeling of gratitude and actively giving back were both connected and common across the ripple maps in Guatemala and the Philippines. Participants expressed how individuals and communities in poverty can focus internally on what little they have, but through Unbound they began to see their strengths and assets. This gratitude for what they had and for what was shared through Unbound spurred a desire to help others, whether family, friends or strangers. 2. Pride: A deep sense of pride and personal accomplishment came forward in the maps of both countries. It is a pride that comes from educational accomplishments and the ability to sustain one's family. However, it also comes from being part of, or associated with, the Unbound program itself (Philippines) or having a sponsor (Guatemala). 3. Education: Education and academic achievement show up in all ripple-effect maps created in Guatemala and the Philippines; however, their positioning and value differ between the two countries. Guatemalans viewed education as a key outcome and means to their most significant outcomes. Attaining an education meant gaining access to professional employment and caring for their families. It brought about satisfaction and pride. In the Philippines, however, alumni emphasized education as an end in itself. Having an education was the outcome. The most significant, long-term outcomes of the Unbound program were overwhelmingly real and intangible. Housing and health, education and work were all present in the lives of Unbound alumni, yet the core of the impact remaining for formerly sponsored members lies in a moral, character-centered, reflective and goal-oriented worldview. This intangible core appears to offer a foundation for the alumni to continue to build their own tangible ripples in providing for their families and assisting community members. One benefit of the ripple-effect-mapping method over separate evaluations of each outcome domain is that it more clearly demonstrates links between physical and psycho-social-spiritual development. This makes an excellent case for the personalized attention, program activities and relationships that complement tangible sponsorship benefits. These components can also be called benefits. "The beauty is that each family can choose what is needed in each moment," said one participant in Guatemala. Each individual tells a different story, but all are united in their experience with Unbound. So, while these experiences do cause us to recognize the significant influences of external factors in the lives of individuals, they also emphasize the remarkable flexibility of the Unbound program. It has the potential to contribute to an individual's path out of poverty in ways unlike a standard aid-distribution or community based development approach.
FORM 990, PART VI, SECTION A, LINE 4	UPDATED TERM AND ELECTION OF DIRECTORS SECTION.
FORM 990, PART VI, SECTION B, LINE 11B	AN INDEPENDENT ACCOUNTING FIRM PREPARES THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S PRESIDENT/CEO AND ACCOUNTING PERSONNEL. ANY QUESTIONS AND CONCERNS THE ORGANIZATION'S PRESIDENT/CEO AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE 990 IS THEN PROVIDED TO THE FULL BOARD FOR THEIR REVIEW. ANY QUESTIONS AND CONCERNS OF THE BOARD ARE ADDRESSED AND CORRECTIONS OR CLARIFICATIONS ARE MADE PRIOR TO FILING THE 990.
FORM 990, PART VI, SECTION B, LINE 12C	ALL BOARD MEMBERS ANNUALLY DISCLOSE THEIR INVOLVEMENT WITH OTHER ORGANIZATIONS, COMMUNITIES, EMPLOYMENT, STAFF, VENDORS OR ANY OTHER ASSOCIATIONS THAT MIGHT POTENTIALLY PRODUCE A CONFLICT, REGARDLESS OF THE LIKELIHOOD OF AN ACTUAL CONFLICT ARISING. NEW BOARD NOMINEES ALSO COMPLETE A DISCLOSURE FORM. WHEN THE BOARD IS TO DECIDE AN ISSUE THAT PRESENTS AN UNAVOIDABLE CONFLICT OF INTEREST FOR A MEMBER, THE MEMBER WITH THE CONFLICT ABSTAINS FROM PARTICIPATION IN BOTH THE DELIBERATION AND VOTE. ALL EMPLOYEES ANNUALLY SIGN A RECEIPT AND ACKNOWLEDGEMENT OF UNBOUND'S EMPLOYEE MANUAL. THE CODE OF CONDUCT WHICH FORBIDS A CONFLICT OR THE APPEARANCE OF A CONFLICT BETWEEN THE EMPLOYEE'S PERSONAL INTERESTS AND THOSE OF UNBOUND IS PART OF THAT REVIEW. THE EMPLOYEE'S SIGNATURE ACKNOWLEDGES THEIR AGREEMENT TO ADHERE TO THIS CODE AND TO IMMEDIATELY DISCLOSE A SUSPECTED CONFLICT OF INTEREST TO A STAFF DIRECTOR, MEMBER OF THE HUMAN RESOURCES DEPARTMENT OR CONFIDENTIALLY THROUGH UNBOUND'S INDEPENDENT REPORTING SERVICE.
FORM 990, PART VI, SECTION B, LINE 15A & 15B	THE COMPENSATION OF THE PRESIDENT/CEO FOR JUNE 2020-JUNE 2021 WAS DETERMINED AT THE JUNE 2020 GOVERNING BOARD OF DIRECTORS MEETING. PRIOR TO THIS DISCUSSION, THE PRESIDENT/CEO AND THE NON-VOTING MEMBERS OF THE BOARD EXCUSED THEMSELVES FROM THE BOARD MEETING. THE VOTING MEMBERS MET WITH THE DIRECTOR OF HUMAN RESOURCES WHO PROVIDED THEM WITH THE FOLLOWING INFORMATION WHICH THEY USED TO DETERMINE THE COMPENSATION AMOUNT. USING COMPANALYST, WHICH IS AN INDEPENDENT COMPENSATION CONSULTANT SUBSCRIPTION PROGRAM, MARKET DATA RESEARCH WAS REVIEWED BASED ON CURRENT MARKET PAY FOR SIMILAR POSITIONS. OUR PHILOSOPHY IS TO TARGET THE 25TH TO 50TH PERCENTILE OF THE RANGE WHERE THE JOB HAS BEEN MATCHED. IT IS ALSO BASED ON CURRENT MARKET DATA WITHIN THE PROFIT AND NON-PROFIT INDUSTRIES, CONTAINING UP TO 500 EMPLOYEES AND MATCHED ON JOB RESPONSIBILITIES IN THE MARKET PLACE. THE BOARD CONSIDERED OTHER FACTORS SUCH AS A COMPARISON OF COMPENSATION OF EXECUTIVES FROM SIMILAR SPONSORSHIP ORGANIZATIONS AND A FORMAL EVALUATION OF JOB PERFORMANCE TO DETERMINE THE PRESIDENT/CEO'S JUNE 2020 - JUNE 2021 COMPENSATION. THE VOTING MEMBERS THEN APPROVED THE ANNUAL SALARY FOR THE PRESIDENT/CEO. SUBSTANTIATION OF THE DECISION OF THE BOARD'S DETERMINATION WAS MAINTAINED BY THE DIRECTOR OF HUMAN RESOURCES. THE COMPENSATION OF THE OTHER OFFICERS (TREASURER AND SECRETARY) AND ALL OTHER EMPLOYEES WERE APPROVED BY THEIR RESPECTIVE SUPERVISOR AT UNBOUND. IT WAS BASED ON BOTH A WRITTEN PERFORMANCE EVALUATION AS WELL AS THE ORGANIZATION'S COMPENSATION FRAMEWORK AND PLANNING SYSTEM. COMPENSATION CHANGE DECISIONS ARE PLANNED AND DOCUMENTED IN THE ADP WORKFORCE NOW COMPENSATION MODULE.
FORM 990, PART VI, SECTION C, LINE 19	UNBOUND'S ARTICLES OF INCORPORATION, AUDITED FINANCIAL STATEMENTS, BY-LAWS AND CONFLICT OF INTEREST POLICY ALONG WITH IRS FORMS 1023, 990 AND 990-T ARE AVAILABLE FOR INSPECTION AT OUR OFFICES. UNBOUND'S AUDITED FINANCIAL STATEMENTS AND IRS FORMS 990 AND 990-T ARE POSTED ON OUR WEBSITE (WWW.UNBOUND.ORG). PRINTED COPIES ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9	CHANGE IN UNINSURED ANNUITY OBLIGATIONS $(91,848)

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

UNBOUND

Employer identification number

43-1243999

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)UNBOUND COLOMBIA CALLE 50 NO 65-42 CENTRO CONTEMPOR MEDELLIN ANTIOQUIA CO 90-1091198	PRJT SUPPORT	CO	501(C)(3)		UNBOUND	Yes
(2)UNBOUND-PHILIPPINE BRANCH 5 Red Street Rainbow Village Brgy San Isidro,Rizal1930 RP 20-2003725	PRJT SUPPORT	RP	501(C)(3)		UNBOUND	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2020

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No

Schedule R (Form 990) 2020

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) UNBOUND COLOMBIA	B	86,400	CASH

Schedule R (Form 990) 2020

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2020

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2020

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: UNBOUND'S MISSION IS TO WALK WITH THE POOR AND MARGINALIZED OF THE WORLD. SEE SCHEDULE O.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	9
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	9
5	Total number of individuals employed in calendar year 2020 (Part V, line 2a) ......	5	169
6	Total number of volunteers (estimate if necessary) .............	6	220
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	137,342,200	139,403,527
9	Program service revenue (Part VIII, line 2g) .........	483,712	106,459
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1,531,261	2,012,861
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	12,767	1,385
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	139,369,940	141,524,232
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	113,069,736	114,152,324
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	12,685,568	13,369,039
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 5,348,385
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	7,417,097	6,168,167
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	133,172,401	133,689,530
19	Revenue less expenses. Subtract line 18 from line 12.......	6,197,539	7,834,702
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	66,631,551	78,090,406
21	Total liabilities (Part X, line 26).............	2,352,467	5,293,295
22	Net assets or fund balances. Subtract line 21 from line 20.....	64,279,084	72,797,111

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 119,819,844 including grants of $ 110,465,471 ) (Revenue $ 106,459 )
	SPONSORSHIP - SEE SCHEDULE O

4b	(Code: ) (Expenses $ 3,996,089 including grants of $ 3,686,853 ) (Revenue $ 0 )
	SCHOLARSHIP - SEE SCHEDULE O

4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses123,815,933

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(D) Reportable compensation from the organization (W-2/1099-MISC)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) ABBY MARIE J ROHR........................................................................ DIRECTOR	2.0 .......................0.0	X	0	0	0
(19) VINCENT MURMU........................................................................ DIRECTOR (NON-VOTING)	0.5 .......................0.0	X	0	0	0
(20) HUGO PLAZA BELTRAN........................................................................ DIR (NON-VOTING) (BEG 6/20)	0.0 .......................0.0	X	0	0	0
(21) MONICA GOMEZ........................................................................ DIR (NON-VOTING) (RET 6/20)	0.5 .......................0.0	X	0	0	0

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	1,089,496	0	267,591

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	139,403,527

g	Noncash contributions included in lines 1a - 1f:$		1g	596,230

h Total. Add lines 1a-1f.......		139,403,527

		Business Code
2a	Awareness Trips	900099	106,459	106,459
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		106,459

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,512,656			1,512,656
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)	0	0	6c
d	Net rental income or (loss).......			0
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		22,719,902	7a
b	Less: cost or other basis and sales expenses		22,219,697	7b
c	Gain or (loss)		500,205	7c
d	Net gain or (loss).........			500,205			500,205
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a	0
b	Less: direct expenses ...		8b	0
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a	0
b	Less: direct expenses ...		9b	0
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
			10a	0
b	Less: cost of goods sold ..		10b	0
c	Net income or (loss) from sales of inventory..			0
Business Code			Miscellaneous Revenue
11a	All Other Misc Revenue		900099	1,385	0	0	1,385
b
c
d	All other revenue ....			1,385	0	0	1,385
e	Total. Add lines 11a–11d ......			1,385
12	Total revenue. See instructions.....			141,524,232	106,459	0	2,014,246

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	0
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	114,152,324	114,152,324
4	Benefits paid to or for members .......	0
5	Compensation of current officers, directors, trustees, and key employees ...........	561,056	72,031	465,015	24,010
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	1,678	1,678
7	Other salaries and wages........	9,235,287	5,740,726	1,201,219	2,293,342
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	543,241	343,310	63,055	136,876
9	Other employee benefits .......	2,303,202	1,484,914	271,751	546,537
10	Payroll taxes ...........	724,575	436,908	112,152	175,515
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	52,177	7,598	38,138	6,441
c	Accounting ...........	90,146		90,146
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	59,113		59,113
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	404,695	3,652	36,378	364,665
12	Advertising and promotion ....	880,579	77	1,477	879,025
13	Office expenses .......	3,156,993	626,248	1,926,017	604,728
14	Information technology ......	365,044	240,922	62,061	62,061
15	Royalties ..	0
16	Occupancy ...........	183,571	121,159	31,206	31,206
17	Travel ............	217,413	103,102	11,969	102,342
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	30,200	21,315	2,068	6,817
20	Interest ...........	17,996	100	17,896
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	284,133	197,405	43,364	43,364
23	Insurance ...	145,514	89,517	21,992	34,005
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	AWARENESS & EDUCATION	163,069	157,435	172	5,462
b	BOARD EXPENSES	21,737		21,737
c	_	0
d	_	0
e	All other expenses	95,787	15,512	48,286	31,989
25	Total functional expenses. Add lines 1 through 24e	133,689,530	123,815,933	4,525,212	5,348,385
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			741	1	1,980
2	Savings and temporary cash investments .........			13,893,618	2	17,417,256
3	Pledges and grants receivable, net ......			0	3	0
4	Accounts receivable, net .............			282,734	4	491,938
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........			0	7	0
8	Inventories for sale or use ............			0	8	0
9	Prepaid expenses and deferred charges ......			748,169	9	808,560
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	10,321,509
b	Less: accumulated depreciation	10b	7,232,301	3,204,050	10c	3,089,208
11	Investments—publicly traded securities .			48,367,487	11	55,778,237
12	Investments—other securities. See Part IV, line 11 .....			0	12	0
13	Investments—program-related. See Part IV, line 11 ..			0	13	0
14	Intangible assets ...............			0	14	0
15	Other assets. See Part IV, line 11 ...........			134,752	15	503,227
16	Total assets. Add lines 1 through 15 (must equal line 33)...			66,631,551	16	78,090,406

17	Accounts payable and accrued expenses .....	1,569,608	17	1,619,942
18	Grants payable ...	0	18	631,779
19	Deferred revenue .........	211,621	19	18,855
20	Tax-exempt bond liabilities .........	0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D	0	21	0
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	0	23	0
24	Unsecured notes and loans payable to unrelated third parties ..	0	24	2,386,100
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	571,238	25	636,619
26	Total liabilities. Add lines 17 through 25..	2,352,467	26	5,293,295

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	31,596,789	27	40,143,512
28	Net assets with donor restrictions ...........	32,682,295	28	32,653,599
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	64,279,084	32	72,797,111
33	Total liabilities and net assets/fund balances ........	66,631,551	33	78,090,406

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No