2023-11-20T17:24:58-06:00 2023-06-30 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2022-07-01 161557039 EDUCATION SUCCESS FOUNDATION INC EDUC 5855632988 4 LAKEVIEW PARK ROCHESTER NY 14613 JOSEPH M MARTINO CEO 5853348010 2023-11-16 1 JOSEPH MARTINO 999009999 0 GRACE GONZALEZ P01357170 5853811000 2023-11-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOSEPH M MARTINO 4 LAKEVIEW PARK ROCHESTER NY 14613 9066353 0 X WWW.EDUCATIONSUCCESSFOUNDATION.ORG X 1999 NY 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. 8 6 0 7 0 0 5214217 5431854 2479080 2529223 206958 385511 0 528533 7900255 8875121 2070462 1222601 0 0 0 0 0 0 304390 2505588 2910217 4576050 4132818 3324205 4742303 22036423 29242870 6180533 8406660 15855890 20836210 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. 0 0 1222601 1222601 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. 2201038 2529223 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. 3423639 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 0 0 1 10 0 0 0 0 0 0 0 0 0 0 0 0 X 8 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X CHRISTOPHER ZUPCAK 5855632988 4 LAKEVIEW PARK ROCHESTER NY 14613 GINNY CLARK BOARD MEMBER 1.00 X 0 0 0 THOMAS KANE BOARD MEMBER 1.00 X 0 0 0 COURTNEY SANDS WINSLOW BOARD MEMBER 1.00 X 0 0 0 JOSEPH M MARTINO CEO/SECRETARY 7.00 33.00 X X 0 222536 28724 RICHARD E SANDS CHAIR 1.00 X X 0 0 0 EDWARD P HOURIHAN JR TREASURER 1.00 X X 0 0 0 TRUMAN TOLEFREE BOARD MEMBER 1.00 X 0 0 0 GEORGE MEDILL BOARD MEMBER 1.00 X 0 0 0 SUSAN DIETER COO 15.00 25.00 X 0 183405 20020 CHRISTOPHER ZUPCAK DIRECTOR OF FINANCE 15.00 25.00 X 0 114034 17164 0 519975 65908 0 0 1 0 0 550 742177 271302 4417825 5431854 RENTAL INCOME 900003 2529223 2529223 2529223 385754 385754 74135 74378 -243 -243 -243 116854 742177 116854 0 NET INSURANCE PROCEEDS 900099 528533 528533 528533 8875121 2529223 0 914044 X 1217351 1217351 5250 5250 30627 30627 25 25 1340845 846201 336987 157657 145644 145644 36666 10383 26283 743663 732624 10423 616 79617 78435 1116 66 435037 428725 5960 352 70654 69670 929 55 BAD DEBT 22933 22933 EQUIPMENT, REPAIRS AND 4373 4373 OTHER INSTRUCTIONAL 133 133 4132818 3423639 404789 304390 107096 401670 468485 203625 2730297 3030775 28484 121788 168688 154010 278272 281796 14413638 6383528 8105306 8030110 8054341 14015327 2095454 3003769 22036423 29242870 642239 735729 29111 1500000 1242268 1266976 2030589 2085589 2236326 2818366 6180533 8406660 X 13125593 17805435 2730297 3030775 15855890 20836210 22036423 29242870 X 4742303 333886 -95869 X X 0 1 X 1 0 X 2736361 2834325 3960661 5214217 5431854 20177418 2736361 2834325 3960661 5214217 5431854 20177418 11795047 8382371 52709 48930 58291 206330 385754 752014 20929432 2451264 0.40050 0.45320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1130349 1130349 1130349 1130349 1130349 1130349 1130349 1130349 1130349 1130349 1.00000 0 1 1 158518 158518 14084006 6290304 7793702 66472 64086 2386 104642 29138 75504 8030110 DUE FROM RELATED PARTY 2475236 INSURANCE PROCEEDS RECEIVABLE 528533 3003769 DUE TO RELATED PARTY 2818366 2818366 GOLF TOURNAMENT 859031 742177 116854 39548 62277 15029 859031 742177 116854 39548 62277 15029 116854 0 1 ENCOMPASS RESOURCES FOR LEARNING INC 4 LAKEVIEW PARK ROCHESTER NY 14613 201612594 501(C)(3) 40101 0 N/A GENERAL SUPPORT 1 STUDENT TUITION 2 5250 N/A PART I, LINE 2: THE FOUNDATION REVIEWS THE BUDGETS OF ITS AFFILIATE GRANTEES, WHICH INCLUDE BOARD APPROVAL. THE FOUNDATION MAINTAINS ALL RECORDS TO SUBSTANTIATE THESE GRANTS. 0 0 0 0 0 0 0 0 0 JOSEPH M MARTINO CEO/SECRETARY 0 202036 0 0 0 20500 0 12492 0 16232 0 251260 0 0 SUSAN DIETER COO 0 179905 0 0 0 3500 0 9590 0 10430 0 203425 0 0 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. SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR CAPITAL CONTRIBUTION X 3000000 1266976 0 1 1 1266976 THE SEAGATE HOTEL AND BEACH CLUB ENTITY MORE THAN 35% OWNED BY CHILDREN OF BOARD CHAIR 116854 THE SEAGATE HOTEL AND BEACH CLUB WAS THE HOST OF A FUNDRAISING EVENT DURING HELD DURING THE TAX YEAR FOR THE BENEFIT OF EDUCATION SUCCESS FOUNDATION, INC. EDUCATION SUCCESS FOUNDATION, INC. PAID THE ENTITY $116,854 FOR DIRECT COSTS INCURRED (LODGING, MEALS, GOLF) RELATED TO HOSTING THE EVENT. 0 FORM 990, PART VI, SECTION A, LINE 2 COURTNEY WINSLOW AND RICHARD SANDS HAVE A FAMILY RELATIONSHIP. GINNY CLARK AND RICHARD SANDS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS E-MAILED TO ALL BOARD MEMBERS. THE MEMBERS THEN HAVE THE OPPORTUNITY TO RESPOND AT THE FOLLOWING BOARD MEETING PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE AUDIT COMMITTEE. A REPORT, DISCUSSING ALL CONFLICTS, IS PRESENTED TO AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF OFFICERS OF EDUCATION SUCCESS FOUNDATION, INC. AND OTHER KEY EMPLOYEES IS REVIEWED BY THE HR COMMITTEE. THIS COMMITTEE REVIEWS COMPARATIVE SALARY INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF THE 990 IS AVAILABLE AT EACH LOCATION. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 846,201. MANAGEMENT AND GENERAL EXPENSES 336,987. FUNDRAISING EXPENSES 157,657. TOTAL EXPENSES 1,340,845. FORM 990, PART XI, LINE 9: LOSS ON IMPAIRMENT OF PROPERTY AND EQUIPMENT -95,869. FORM 990, PART XII, LINE 2C NO CHANGES HAVE BEEN MADE TO THE OVERSIGHT PROCESS IN THE CURRENT YEAR. FORM 990, PART VI, SECTION B, LINE 14 THE ORGANIZATION HAS WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICIES IN PLACE SPECIFIC TO PERSONNEL RECORDS. 133 HOOVER DRIVE LLC 4 LAKEVIEW PARK ROCHESTER NY 14613 161557039 SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF THE FOUNDATION NY 1079868 4225968 EDUCATION SUCCESS FOUNDATION INC E2 CHARTER PROPERTIES LLC 4 LAKEVIEW PARK ROCHESTER NY 14613 161557039 SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF THE FOUNDATION NY 0 0 EDUCATION SUCCESS FOUNDATION INC 1001 LAKE AVENUE LLC 4 LAKEVIEW PARK ROCHESTER NY 14613 161557039 SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF THE FOUNDATION NY 1977888 6970857 EDUCATION SUCCESS FOUNDATION INC THE NORMAN HOWARD SCHOOL 4 LAKEVIEW PARK ROCHESTER NY 14623 119904502 EDUCATION SUPPORT AND SERVICES NY 501(C) LINE 2 EDUCATION SUCCESS NETWORK INC 0 EDUCATION SUCCESS NETWORK INC 4 LAKEVIEW PARK ROCHESTER NY 14613 260181589 EDUCATION SUPPORT AND SERVICES NY 501(C) LINE 12B, II N/A 0 ENCOMPASS RESOURCES FOR LEARNING INC 4 LAKEVIEW PARK ROCHESTER NY 14613 201612594 EDUCATION SUPPORT AND SERVICES NY 501(C) LINE 7 EDUCATION SUCCESS NETWORK INC 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 ENCOMPASS RESOURCES FOR LEARNING INC C 271302 FMV EDUCATION SUCCESS NETWORK INC O 1302025 CONTRACT ENCOMPASS RESOURCES FOR LEARNING INC J 366821 FMV