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Nonprofiteer
← EDUCATION SUCCESS FOUNDATION INC

Form 990 for tax year 2022

Filed by EDUCATION SUCCESS FOUNDATION INC.

Totals

Total revenue
$8,875,121
Total expenses
$4,132,818
Contributions and grants received
$5,431,854
Grants paid
$1,222,601
Program service revenue
$2,529,223
Investment income
$385,511
Other revenue
$528,533
Total assets, end of year
$29,242,870
Total liabilities, end of year
$8,406,660
Net assets or fund balances, end of year
$20,836,210
Program services expenses (Part IX)
$3,423,639
Management and general expenses
$404,789
Fundraising expenses
$304,390
Program service expenses (Part III)
$3,423,639

Program services were 82.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $550

  • 1c · Fundraising events

    $742,177

  • 1d · Related organizations

    $271,302

  • 1f · All other contributions, gifts and grants

    $4,417,825

  • 2a · Program service revenue: RENTAL INCOME

    total $2,529,223 · related or exempt $2,529,223

  • 3 · Investment income

    total $385,754 · excluded $385,754

  • 7a · Gross sales of assets other than inventory

    securities $74,135

  • 7b · Less cost or other basis and sales expenses

    securities $74,378

  • 7c · Gain or loss

    securities -$243

  • 7d · Net gain or loss

    total -$243 · excluded -$243

  • 8a · Fundraising events: gross income

    $116,854

  • 8a · Fundraising events: contributions included on line 1c

    $742,177

  • 8b · Fundraising events: direct expenses

    $116,854

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: NET INSURANCE PROCEEDS

    total $528,533 · excluded $528,533

  • 11e · Other revenue, total

    $528,533

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,217,351 · program services $1,217,351

  • 2 · Grants to domestic individuals

    total $5,250 · program services $5,250

  • 11b · Fees: legal

    total $30,627 · program services $30,627

  • 11c · Fees: accounting

    total $25 · management and general $25

  • 11g · Fees: other

    total $1,340,845 · program services $846,201 · management and general $336,987 · fundraising $157,657

  • 12 · Advertising and promotion

    total $145,644 · fundraising $145,644

  • 13 · Office expenses

    total $36,666 · program services $10,383 · management and general $26,283

  • 16 · Occupancy

    total $743,663 · program services $732,624 · management and general $10,423 · fundraising $616

  • 20 · Interest

    total $79,617 · program services $78,435 · management and general $1,116 · fundraising $66

  • 22 · Depreciation, depletion and amortization

    total $435,037 · program services $428,725 · management and general $5,960 · fundraising $352

  • 23 · Insurance

    total $70,654 · program services $69,670 · management and general $929 · fundraising $55

  • 24a · Other expenses: BAD DEBT

    total $22,933 · management and general $22,933

  • 24b · Other expenses: EQUIPMENT, REPAIRS AND

    total $4,373 · program services $4,373

  • 24c · Other expenses: OTHER INSTRUCTIONAL

    total $133 · management and general $133

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $107,096 · end of year $401,670

  • 2 · Savings and temporary cash investments

    beginning of year $468,485 · end of year $203,625

  • 3 · Pledges and grants receivable

    beginning of year $2,730,297 · end of year $3,030,775

  • 4 · Accounts receivable

    beginning of year $28,484 · end of year $121,788

  • 7 · Other notes and loans receivable

    beginning of year $168,688 · end of year $154,010

  • 9 · Prepaid expenses and deferred charges

    beginning of year $278,272 · end of year $281,796

  • 10a · Land, buildings and equipment: cost or other basis

    $14,413,638

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,383,528

  • 10c · Land, buildings and equipment, net

    beginning of year $8,105,306 · end of year $8,030,110

  • 11 · Investments: publicly traded securities

    beginning of year $8,054,341 · end of year $14,015,327

  • 15 · Other assets

    beginning of year $2,095,454 · end of year $3,003,769

  • 17 · Accounts payable and accrued expenses

    beginning of year $642,239 · end of year $735,729

  • 19 · Deferred revenue

    beginning of year $29,111 · end of year $1,500,000

  • 22 · Loans and payables to officers and key people

    beginning of year $1,242,268 · end of year $1,266,976

  • 23 · Secured mortgages and notes payable

    beginning of year $2,030,589 · end of year $2,085,589

  • 25 · Other liabilities

    beginning of year $2,236,326 · end of year $2,818,366

  • 27 · Net assets without donor restrictions

    beginning of year $13,125,593 · end of year $17,805,435

  • 28 · Net assets with donor restrictions

    beginning of year $2,730,297 · end of year $3,030,775

Mission and programs · 2022

Mission

TO BENEFIT AND SUPPORT THE ACTIVITIES OF EDUCATION SUCCESS NETWORK, INC. AND ITS AFFILIATED ORGANIZATIONS, THE NORMAN HOWARD SCHOOL AND ENCOMPASS: RESOURCES FOR LEARNING, INC.

  • GRANTS GIVEN TO NORMAN HOWARD SCHOOL THAT PROVIDED EDUCATIONAL SERVICES TO APPROX 108 LEARNING DISABLED STUDENTS. GRANTS GIVEN TO ENCOMPASS: RESOURCES FOR LEARNING, INC. THAT PROVIDED EDUCATIONAL PLANS AND SUPPORTS TO STUDENTS WHO STRUGGLE TO LEARN AND THE FAMILIES AND PROFESSIONALS WHO SUPPORT THEM. APPROXIMATELY 4,417 PLANS DELIVERED AND 54,807 SUPPORTS PROVIDED.

    Expenses $1,222,601 · Grants $1,222,601

  • PROVIDED USE OF THE BUILDINGS FOR THE STUDENTS OF NORMAN HOWARD SCHOOL, ENCOMPASS: RESOURCES FOR LEARNING, INC., AN AFFILIATED ORGANIZATION OF EDUCATION SUCCESS NETWORK, INC., AND OTHER UNRELATED ORGANIZATIONS WITH EDUCATIONAL MISSIONS.

    Expenses $2,201,038 · Revenue $2,529,223

As filed on the 2022 return.

Listed in Part VII

  • Ginny Clark

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Thomas Kane

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Courtney Sands Winslow

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Joseph M Martino

    CEO/SECRETARY

    Total calculated
    $251,260
    From this org
    $0
    From related orgs
    $222,536
    Other
    $28,724
    Hours/week
    7 + 33 related

    Schedule J breakdown matched by us

    Base
    $0 + $202,036 related
    Bonus
    $0
    Other
    $0 + $20,500 related
    Deferred
    $0 + $12,492 related
    Nontaxable benefits
    $0 + $16,232 related
    Filer's total
    $0 + $251,260 related

  • Richard E Sands

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Edward P Hourihan Jr

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Truman Tolefree

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • George Medill

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Susan Dieter

    COO

    Total calculated
    $203,425
    From this org
    $0
    From related orgs
    $183,405
    Other
    $20,020
    Hours/week
    15 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $179,905 related
    Bonus
    $0
    Other
    $0 + $3,500 related
    Deferred
    $0 + $9,590 related
    Nontaxable benefits
    $0 + $10,430 related
    Filer's total
    $0 + $203,425 related

  • Christopher Zupcak

    DIRECTOR OF FINANCE

    Total calculated
    $131,198
    From this org
    $0
    From related orgs
    $114,034
    Other
    $17,164
    Hours/week
    15 + 25 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
EDUCATION SUCCESS NETWORK, INC., A RELATED ORGANIZATION, WAS RESPONSIBLE FOR PAYING THE COMPENSATION FOR EDUCATION SUCCESS FOUNDATION, INC.'S EXECUTIVE DIRECTOR. COMPENSATION FOR EXECUTIVES OF EDUCATION SUCCESS NETWORK, INC. AND OTHER KEY EMPLOYEES IS REVIEWED BY THE HUMAN RESOURCES COMMITTEE. COMPARATIVE SALARY INFORMATION IS REVIEWED.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • 133 HOOVER DRIVE LLC

    SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF THE FOUNDATION · NY · income $1,079,868 · assets $4,225,968

    Directly controlled by EDUCATION SUCCESS FOUNDATION INC

  • E2 CHARTER PROPERTIES LLC

    SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF THE FOUNDATION · NY · income $0 · assets $0

    Directly controlled by EDUCATION SUCCESS FOUNDATION INC

  • 1001 LAKE AVENUE LLC

    SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF THE FOUNDATION · NY · income $1,977,888 · assets $6,970,857

    Directly controlled by EDUCATION SUCCESS FOUNDATION INC

Provenance

Return type
form_990
Tax year
2022
Filed
16 November 2023
IRS schema version
2022v5.0
Source object
202303249349301205

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