Civic Intelligence

Education Success Foundation Inc

EIN 16-1557039 • 501(c)3 • Rochester, NY

Profile

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.

4 Lakeview ParkRochester, NY 14613

www.educationsuccessfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

37th percentile

0.11x

Higher debt load relative to assets than 37% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

56th percentile

0.35x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$289,484

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

80th percentile

30%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Assets

Up

$35,221,933

Up $5,330,443 (+18%) from 2024

Liabilities

Down

$3,890,058

Down $620,544 (-14%) from 2024

Net Assets

Up

$31,331,875

Up $5,950,987 (+23%) from 2024

Revenue

Up

$11,067,293

Up $2,525,562 (+30%) from 2024

Expenses

Down

$4,480,293

Down $671,960 (-13%) from 2024

Net Income

Up

$6,587,000

Up $3,197,522 (+94%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2011: $4,644,902Liabilities 2011: $1,787,827Net Assets 2011: $2,857,0752011Assets 2012: $4,733,739Liabilities 2012: $1,548,223Net Assets 2012: $3,185,5162012Assets 2013: $9,026,553Liabilities 2013: $3,114,747Net Assets 2013: $5,911,8062013Assets 2014: $8,311,369Liabilities 2014: $2,396,605Net Assets 2014: $5,914,7642014Assets 2015: $7,886,169Liabilities 2015: $1,338,866Net Assets 2015: $6,547,3032015Assets 2016: $9,569,860Liabilities 2016: $1,210,209Net Assets 2016: $8,359,6512016Assets 2017: $10,335,811Liabilities 2017: $1,707,265Net Assets 2017: $8,628,5462017Assets 2018: $13,076,351Liabilities 2018: $3,640,802Net Assets 2018: $9,435,5492018Assets 2019: $14,341,791Liabilities 2019: $5,060,860Net Assets 2019: $9,280,9312019Assets 2020: $17,018,973Liabilities 2020: $6,652,716Net Assets 2020: $10,366,2572020Assets 2021: $23,380,390Liabilities 2021: $10,076,761Net Assets 2021: $13,303,6292021Assets 2022: $22,036,423Liabilities 2022: $6,180,533Net Assets 2022: $15,855,8902022Assets 2023: $29,242,870Liabilities 2023: $8,406,660Net Assets 2023: $20,836,2102023Assets 2024: $29,891,490Liabilities 2024: $4,510,602Net Assets 2024: $25,380,8882024Assets 2025: $35,221,933Liabilities 2025: $3,890,058Net Assets 2025: $31,331,8752025

Highlighted filing

2025

Assets$35,221,933
Liabilities$3,890,058
Net Assets$31,331,875

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,360,691Expenses 2011: $1,518,349Net Income 2011: -$157,6582011Revenue 2012: $1,839,599Expenses 2012: $1,430,625Net Income 2012: $408,9742012Revenue 2013: $4,263,586Expenses 2013: $1,614,223Net Income 2013: $2,649,3632013Revenue 2014: $2,139,840Expenses 2014: $2,214,242Net Income 2014: -$74,4022014Revenue 2015: $3,299,411Expenses 2015: $2,573,618Net Income 2015: $725,7932015Revenue 2016: $4,429,635Expenses 2016: $2,541,901Net Income 2016: $1,887,7342016Revenue 2017: $2,840,177Expenses 2017: $2,622,485Net Income 2017: $217,6922017Revenue 2018: $4,740,985Expenses 2018: $3,964,745Net Income 2018: $776,2402018Revenue 2019: $5,240,334Expenses 2019: $3,903,687Net Income 2019: $1,336,6472019Revenue 2020: $5,150,428Expenses 2020: $4,034,255Net Income 2020: $1,116,1732020Revenue 2021: $6,287,935Expenses 2021: $3,575,245Net Income 2021: $2,712,6902021Revenue 2022: $7,900,255Expenses 2022: $4,576,050Net Income 2022: $3,324,2052022Revenue 2023: $8,875,121Expenses 2023: $4,132,818Net Income 2023: $4,742,3032023Revenue 2024: $8,541,731Expenses 2024: $5,152,253Net Income 2024: $3,389,4782024Revenue 2025: $11,067,293Expenses 2025: $4,480,293Net Income 2025: $6,587,0002025

Highlighted filing

2025

Revenue$11,067,293
Expenses$4,480,293
Net Income$6,587,000

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$35.2$3.89$31.3$11.1$4.48$6.59
2024Detailed filing. Detailed filing data is available for this year.$29.9$4.51$25.4$8.54$5.15$3.39
2023Detailed filing. Detailed filing data is available for this year.$29.2$8.41$20.8$8.88$4.13$4.74
2022Detailed filing. Detailed filing data is available for this year.$22.0$6.18$15.9$7.90$4.58$3.32
2021Detailed filing. Detailed filing data is available for this year.$23.4$10.1$13.3$6.29$3.58$2.71
2020Detailed filing. Detailed filing data is available for this year.$17.0$6.65$10.4$5.15$4.03$1.12
2019Detailed filing. Detailed filing data is available for this year.$14.3$5.06$9.28$5.24$3.90$1.34
2018Detailed filing. Detailed filing data is available for this year.$13.1$3.64$9.44$4.74$3.96$0.78
2017Summary only. Only limited summary data is available for this year.$10.3$1.71$8.63$2.84$2.62$0.22
2016Summary only. Only limited summary data is available for this year.$9.57$1.21$8.36$4.43$2.54$1.89
2015Summary only. Only limited summary data is available for this year.$7.89$1.34$6.55$3.30$2.57$0.73
2014Summary only. Only limited summary data is available for this year.$8.31$2.40$5.91$2.14$2.21$0.07
2013Summary only. Only limited summary data is available for this year.$9.03$3.11$5.91$4.26$1.61$2.65
2012Summary only. Only limited summary data is available for this year.$4.73$1.55$3.19$1.84$1.43$0.41
2011Summary only. Only limited summary data is available for this year.$4.64$1.79$2.86$1.36$1.52$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 25, 2025
Return Version
2024v5.2
Gross Receipts
$12,645,388
Mission and Program Overview

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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,989,402$18,663,332▲ $2,673,930
Land, Buildings, and Equipment, Net$8,640,910$5,635,114▼ $3,005,796
Pledges and Grants Receivable$3,434,639$4,414,881▲ $980,242
Savings and Temporary Cash Investments$278,057$3,489,151▲ $3,211,094
Prepaid Expenses and Deferred Charges$482,998$753,664▲ $270,666
Other Notes and Loans Receivable, Net$146,087$137,760▼ $8,327
Accounts Receivable$69,151$68,016▼ $1,135
Total Assets$29,891,490$35,221,933▲ $5,330,443
Other Assets Total$850,246$2,060,015▲ $1,209,769
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,131,614$2,078,914▼ $52,700
Accounts Payable and Accrued Expenses$1,070,272$1,281,609▲ $211,337
Deferred Revenue$711,702$411,702▼ $300,000
Other Liabilities$597,014$117,833▼ $479,181
Total Liabilities$4,510,602$3,890,058▼ $620,544
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,946,249$26,716,994▲ $4,770,745
Net Assets With Donor Restrictions$3,434,639$4,614,881▲ $1,180,242
Total Net Assets Fund Balance$25,380,888$31,331,875▲ $5,950,987
Total Liabilities and Net Assets / Fund Balance$29,891,490$35,221,933▲ $5,330,443

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,404,163$6,095,118$11,499,281
Land$158,518-$158,518
Other Land Buildings$69,963$12,514$82,477
Equipment$2,470$66,322$68,792
Other Assets Org$1,450,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,139,350---$1,139,350
2023$1,130,349$9,001--$1,139,350
2022$1,130,349---$1,130,349
2021$1,130,349---$1,130,349
2020$1,130,349---$1,130,349
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Susan DieterCOOPT$123,106$123,106

Board Members and Trustees

NameTitle
Richard E SandsChair
Courtney CunninghamBoard Member
George MedillBoard Member
Ginny ClarkBoard Member
Tessa TobinBoard Member
Thomas KaneBoard Member
Truman TolefreeBoard Member
Joseph MartinoCEO/secretary
Christopher ZupcakCFO
Edward P Hourihan JrTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Hamilton Stern Construction LLCConstruction80 OFFICE PARK WAY, Pittsford, NY 14634$332,720
Seagate Hotel & SpaEvent Hosting1000 E ATLANTIC AVE, Delray Beach, FL 33483$227,792
Genesee Glass & MirrorWindow Replacement90 BENNINGTON DR, Rochester, NY 14616$175,061
Lmc Industrial Contractors INCHvac, Electrical, And Mechanical Repairs9431 FOSTER WHEELER ROAD, Dansville, NY 14437$104,030
Revenue and Support

Revenue Composition

Contributions and Grants
$7,357,038
Program Service Revenue
$2,885,560
Investment Income
$823,321
Other Revenue
$1,374
All Other Contributions
$6,051,872
Change in Net Assets
$6,587,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,385,025
Grants and Similar Amounts Paid$2,095,268
Total Fundraising Expense$197,407
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,095,268--$2,095,268
Fees for Services Other$550,445$124,925$151,661$827,031
Occupancy$669,003$9,520$563$679,086
Depreciation Depletion$492,591$6,999$414$500,004
Insurance$165,684$2,358$139$168,181
Interest$63,975--$63,975
Advertising--$44,630$44,630
Office Expenses$6,283$30,143-$36,426
Fees for Services Legal$30,961--$30,961
Other Expenses$13,567$21,100-$13,567
Fees for Services Accounting-$64-$64
Total Functional Expenses$4,087,777$195,109$197,407$4,480,293
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHILDREN'S INSTITUTE INCRochester, NY501(c)(3)Whole Child Initiative$300,000
Great Lakes Gaming LLCRochester, NY-Stem Programs for Students$65,000
Encompass Resources for Learning IncRochester, NY501(c)(3)General Support$34,432
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$238,390
Fundraising Gross Income$238,390
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$1,543,556$238,390$20,642$217,748
Total Events$1,543,556$238,390$238,390$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-ENTITY MORE THAN 35% OWNED BY CHILDREN OF BOARD CHAIRTHE SEAGATE HOTEL AND BEACH CLUB WAS THE HOST OF A FUNDRAISING EVENT HELD DURING THE TAX YEAR FOR THE BENEFIT OF EDUCATION SUCCESS FOUNDATION, INC. EDUCATION SUCCESS FOUNDATION, INC. PAID THE ENTITY $227,792 FOR DIRECT COSTS INCURRED (LODGING, MEALS, GOLF) RELATED TO HOSTING THE EVENT.No$227,792
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$117,833
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Courtney cunningham 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 emailed to all board members. The members then have the opportunitiy 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 VI, Section B, Line 14

The organization has written document retention and destruction policies in place specific to personnel records.

Filing and Contact Details

Filer

Filer Name
Education Success Foundation Inc
EIN
16-1557039
Phone
5855632988
Address
4 LAKEVIEW PARK, ROCHESTER, NY 14613

Signing Officer

Name
Joseph Martino
Title
CEO
Phone
5853348010
Signed
2025-11-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Martino
Formed
1999
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
7
Employees
0
Volunteers
15

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL, PITTSFORD, NY 14534
Preparer
Grace Gonzalez
Phone
5853811000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consulting: program service expenses 550,445. Management and general expenses 124,925. Fundraising expenses 151,661. Total expenses 827,031.

FORM 990, PART XI, LINE 9:

Loss on impairment of property and equipment -1,604,577.

Form 990, Part XII, Line 2C

No changes have been made to the oversight process in the current year.

Raw XML AppendixShowing 400 of 692 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0TO BENEFIT AND SUPPORT THE ACTIVITIES OF EDUCATION SUCCESS NETWORK, INC. AND ITS AFFILIATED ORGANIZATIONS, THE NORMAN HOWARD SCHOOL AND ENCOMPASS: RESOURCES FOR LEARNING, INC.
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IRS990/Desc0GRANTS GIVEN TO NORMAN HOWARD SCHOOL THAT PROVIDED EDUCATIONAL SERVICES TO APPROX 97 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 6,575 PLANS DELIVERED AND 57,210 SUPPORTS PROVIDED. GRANT MATCHING PAYMENTS TO A GOVERNMENT AGENCY WHICH FINANCIALLY SUPPORTS ENCOMPASS RESOURCES FOR LEARNING. GRANT AWARDS MADE TO A NON-PROFIT AGENCY TO IMPROVE OUTCOMES FOR CHILDREN AND FAMILIES THROUGH THE DEVELOPMENT AND IMPLEMENTATION OF SYSTEM LEVEL WHOLE-CHILD APPROACHES.
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