Civic Intelligence

Encompass Resources for Learning Inc.

990 • Fiscal year 2023 • EIN 20-1612594

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 16, 2023

Organization ProfileWWW.ENCOMPASSRESOURCES.ORG
4 Lakeview ParkRochester, NY 14613

(585) 563-2988

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.51x

Higher debt load relative to assets than 69% of similar nonprofits.

2023 filings • NTEE B • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.43x

Higher debt load relative to revenue than 63% of similar nonprofits.

2023 filings • NTEE B • $5M-$10M nonprofits • Source year 2023

Net Margin

60th percentile

9.2%

Higher net margin than 60% of similar nonprofits.

2023 filings • NTEE B • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

84th percentile

$251,260

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2023 filings • NTEE B • $5M-$10M nonprofits • Source year 2023

Asset Growth

68th percentile

18%

Faster asset growth than 68% of similar nonprofits.

2023 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

75th percentile

21%

Faster revenue growth than 75% of similar nonprofits.

2023 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$5,381,233

Up $839,129 (+18%) from 2022

Net Assets

Up

$2,656,765

Up $691,171 (+35%) from 2022

Liabilities

Up

$2,724,468

Up $147,958 (+5.7%) from 2022

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin60th percentile

Revenue

Up

$6,317,014

Up $1,111,352 (+21%) from 2022

Expenses

Up

$5,734,075

Up $567,288 (+11%) from 2022

Net Income

Up

$582,939

Up $544,064 (+1400%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,927,843Liabilities 2011: $1,403,739Net Assets 2011: $524,1042011Assets 2012: $1,742,631Liabilities 2012: $1,286,976Net Assets 2012: $455,6552012Assets 2013: $1,899,161Liabilities 2013: $1,403,474Net Assets 2013: $495,6872013Assets 2014: $2,311,510Liabilities 2014: $1,649,072Net Assets 2014: $662,4382014Assets 2015: $2,246,290Liabilities 2015: $1,587,333Net Assets 2015: $658,9572015Assets 2016: $2,573,642Liabilities 2016: $1,999,155Net Assets 2016: $574,4872016Assets 2017: $2,358,196Liabilities 2017: $1,783,709Net Assets 2017: $574,4872017Assets 2018: $2,807,710Liabilities 2018: $2,233,223Net Assets 2018: $574,4872018Assets 2019: $1,946,851Liabilities 2019: $1,372,364Net Assets 2019: $574,4872019Assets 2020: $2,475,996Liabilities 2020: $1,807,558Net Assets 2020: $668,4382020Assets 2021: $3,933,823Liabilities 2021: $2,317,641Net Assets 2021: $1,616,1822021Assets 2022: $4,542,104Liabilities 2022: $2,576,510Net Assets 2022: $1,965,5942022Assets 2023: $5,381,233Liabilities 2023: $2,724,468Net Assets 2023: $2,656,7652023Assets 2024: $6,847,318Liabilities 2024: $3,853,712Net Assets 2024: $2,993,6062024Assets 2025: $7,735,721Liabilities 2025: $4,522,933Net Assets 2025: $3,212,7882025

Highlighted filing

2023

Assets$5,381,233
Liabilities$2,724,468
Net Assets$2,656,765
Open 2023 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $3,884,056Expenses 2011: $3,976,969Net Income 2011: -$92,9132011Revenue 2012: $3,220,812Expenses 2012: $3,266,385Net Income 2012: -$45,5732012Revenue 2013: $3,434,363Expenses 2013: $3,444,051Net Income 2013: -$9,6882013Revenue 2014: $4,382,650Expenses 2014: $4,245,995Net Income 2014: $136,6552014Revenue 2015: $4,317,870Expenses 2015: $4,290,453Net Income 2015: $27,4172015Revenue 2016: $4,673,101Expenses 2016: $4,669,851Net Income 2016: $3,2502016Revenue 2017: $4,548,495Expenses 2017: $4,574,720Net Income 2017: -$26,2252017Revenue 2018: $4,481,131Expenses 2018: $4,490,091Net Income 2018: -$8,9602018Revenue 2019: $4,788,098Expenses 2019: $4,790,544Net Income 2019: -$2,4462019Revenue 2020: $4,989,189Expenses 2020: $4,883,229Net Income 2020: $105,9602020Revenue 2021: $4,720,382Expenses 2021: $4,400,002Net Income 2021: $320,3802021Revenue 2022: $5,205,662Expenses 2022: $5,166,787Net Income 2022: $38,8752022Revenue 2023: $6,317,014Expenses 2023: $5,734,075Net Income 2023: $582,9392023Revenue 2024: $7,805,887Expenses 2024: $7,727,514Net Income 2024: $78,3732024Revenue 2025: $8,799,331Expenses 2025: $8,778,691Net Income 2025: $20,6402025

Highlighted filing

2023

Revenue$6,317,014
Expenses$5,734,075
Net Income$582,939
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 16, 2023
Return Version
2022v5.0
Gross Receipts
$6,317,014
Mission and Program Overview

Mission

To provide coordinated and collaborative services to individuals who struggle to learn, their families and the community; collect and disseminate information to educators, parents, researchers and communities about educational issues and strategies specific to learning and learning disabilities; and serve as a source for research and implementation of effective practices in the field of learning and learning disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,634,216$2,854,140▲ $219,924
Pledges and Grants Receivable$1,567,269$1,390,869▼ $176,400
Cash and Non-Interest-Bearing Accounts$96,350$552,586▲ $456,236
Land, Buildings, and Equipment, Net$128,982$215,655▲ $86,673
Prepaid Expenses and Deferred Charges$91,793$71,754▼ $20,039
Accounts Receivable$2,766$741▼ $2,025
Total Assets$4,542,104$5,381,233▲ $839,129
Other Assets Total$20,728$295,488▲ $274,760
Liabilities
Other Liabilities$901,926$1,113,642▲ $211,716
Accounts Payable and Accrued Expenses$979,055$1,005,730▲ $26,675
Deferred Revenue$695,529$605,096▼ $90,433
Total Liabilities$2,576,510$2,724,468▲ $147,958
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,965,594$2,281,765▲ $316,171
Net Assets With Donor Restrictions-$375,000-
Total Net Assets Fund Balance$1,965,594$2,656,765▲ $691,171
Total Liabilities and Net Assets / Fund Balance$4,542,104$5,381,233▲ $839,129

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$215,655$625,900$841,555
Other Assets Org$295,488--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,130,349---$1,130,349
2021$1,130,349---$1,130,349
2020$1,130,349---$1,130,349
2019$1,130,349---$1,130,349
2018$1,130,349---$1,130,349
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cara FitzgeraldDirector of EncompassFT$117,543$17,075$134,618
Christopher ZupcakDirector of FinancePT-$131,198$131,198

Board Members and Trustees

NameTitle
Karen Schaefer EsqChair
Claire DelmonteBoard Member
Dwayne MahoneyBoard Member
Loriane NgarambeBoard Member
Marcus DunnBoard Member
Maricela MarquezBoard Member
Patricia LovelandBoard Member
Ryan FeltnerBoard Member
Shetara BighamBoard Member
Joseph M MartinoCEO/secretary
Susan DieterCOO
Laurie Enright CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,995,189
Program Service Revenue
$185,872
Investment Income
$111,692
Other Revenue
$24,261
All Other Contributions
$1,338,744
Change in Net Assets
$582,939

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table21,698$86,792Donor Estimate
Total Noncash Contributions21,698$86,792-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,317,014
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$108,232
Total Revenue per Audited Statements
$6,425,246
Total Revenue per Form 990
$6,317,014
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,958,007
Other Expenses$2,504,766
Grants and Similar Amounts Paid$271,302
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,476,692--$2,476,692
Fees for Services Other$455,614$713,165-$1,168,779
Occupancy$478,162--$478,162
Grants to Domestic Orgs$271,302--$271,302
Other Employee Benefits$260,716--$260,716
Payroll Taxes$180,360--$180,360
Office Expenses$163,742$2,115-$165,857
Depreciation Depletion$58,777--$58,777
Pension Plan Contributions$40,239--$40,239
Insurance$31,045--$31,045
Other Expenses$24,275$4,723-$24,275
Advertising$546--$546
Fees for Services Legal-$25-$25
Total Functional Expenses$5,014,047$720,028$0$5,734,075

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,734,075
Total Expenses per Audited Statements$5,734,075
Total Expenses per Form 990$5,734,075
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Education Success Foundation IncRochester, NY501(c)(3)Program Match$271,302
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Parties$1,113,642
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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 B, Line 11B

“The draft 990 is emailed 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

“Compensation for officers of encompass: resources for learning, inc. And other key employees is reviewed periodically by the hr committee. The committee reviews comparative salary information.”

Form 990, Part VI, Section C, Line 19

“Copies of the 990 are 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
Encompass Resources for Learning Inc
EIN
20-1612594
Phone
5855632988
Address
4 LAKEVIEW PARK, ROCHESTER, NY 14613

Signing Officer

Name
Joseph M Martino
Title
CEO
Phone
5855632988
Signed
2023-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph M Martino
Formed
2004
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
10
Employees
188
Volunteers
10

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 455,614. Management and general expenses 713,165. Fundraising expenses 0. Total expenses 1,168,779.”

Form 990, Part XII, Line 2C

“The oversight and selection processes have not changed during the tax year.”

Raw XML AppendixShowing 400 of 629 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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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,381,233
Liabilities
$2,724,468
Net assets
$2,656,765
Revenue
$6,317,014
Expenses
$5,734,075
Net income
$582,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.74$4.52$3.21$8.80$8.78$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.85$3.85$2.99$7.81$7.73$0.08
2023Detailed filing. Detailed filing data is available for this year.$5.38$2.72$2.66$6.32$5.73$0.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.54$2.58$1.97$5.21$5.17$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.93$2.32$1.62$4.72$4.40$0.32
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$1.81$0.67$4.99$4.88$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$1.37$0.57$4.79$4.79$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$2.23$0.57$4.48$4.49$0.01
2017Summary only. Only limited summary data is available for this year.$2.36$1.78$0.57$4.55$4.57$0.03
2016Summary only. Only limited summary data is available for this year.$2.57$2.00$0.57$4.67$4.67$0.00
2015Summary only. Only limited summary data is available for this year.$2.25$1.59$0.66$4.32$4.29$0.03
2014Summary only. Only limited summary data is available for this year.$2.31$1.65$0.66$4.38$4.25$0.14
2013Summary only. Only limited summary data is available for this year.$1.90$1.40$0.50$3.43$3.44$0.01
2012Summary only. Only limited summary data is available for this year.$1.74$1.29$0.46$3.22$3.27$0.05
2011Summary only. Only limited summary data is available for this year.$1.93$1.40$0.52$3.88$3.98$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $5M-$10M nonprofits