Civic Intelligence

Education Success Network Inc.

990 • Fiscal year 2019 • EIN 26-0181589

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 22, 2019

4 Lakeview ParkRochester, NY 14613

(585) 563-2979

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.64x

Higher debt load relative to assets than 92% of similar nonprofits.

2019 filings • NTEE T30 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

76th percentile

0.16x

Higher debt load relative to revenue than 76% of similar nonprofits.

2019 filings • NTEE T30 • $1M-$5M nonprofits • Source year 2019

Net Margin

49th percentile

2.9%

Higher net margin than 49% of similar nonprofits.

2019 filings • NTEE T30 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

88th percentile

$196,693

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2019 filings • NTEE T30 • $1M-$5M nonprofits • Source year 2019

Asset Growth

3rd percentile

-57%

Faster asset growth than 3% of similar nonprofits.

2019 filings • NTEE T30 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

62nd percentile

12%

Faster revenue growth than 62% of similar nonprofits.

2019 filings • NTEE T30 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$633,309

Down $842,334 (-57%) from 2018

Net Assets

Up

$228,545

Up $71,230 (+45%) from 2018

Liabilities

Down

$404,764

Down $913,564 (-69%) from 2018

Revenue

Up

$2,472,025

Up $264,208 (+12%) from 2018

Expenses

Up

$2,400,795

Up $127,497 (+5.6%) from 2018

Net Income

Up

$71,230

Up $136,711 (+209%) from 2018

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2018: $1,475,643Liabilities 2018: $1,318,328Net Assets 2018: $157,3152018Assets 2019: $633,309Liabilities 2019: $404,764Net Assets 2019: $228,5452019Assets 2020: $2,229,901Liabilities 2020: $1,865,951Net Assets 2020: $363,9502020Assets 2023: $3,415,611Liabilities 2023: $1,648,195Net Assets 2023: $1,767,4162023Assets 2025: $6,409,610Liabilities 2025: $3,941,739Net Assets 2025: $2,467,8712025

Highlighted filing

2019

Assets$633,309
Liabilities$404,764
Net Assets$228,545

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $2,207,817Expenses 2018: $2,273,298Net Income 2018: -$65,4812018Revenue 2019: $2,472,025Expenses 2019: $2,400,795Net Income 2019: $71,2302019Revenue 2020: $2,406,368Expenses 2020: $2,270,963Net Income 2020: $135,4052020Revenue 2023: $2,948,000Expenses 2023: $2,702,827Net Income 2023: $245,1732023Revenue 2025: $2,763,229Expenses 2025: $2,637,247Net Income 2025: $125,9822025

Highlighted filing

2019

Revenue$2,472,025
Expenses$2,400,795
Net Income$71,230
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 22, 2019
Return Version
2018v3.1
Gross Receipts
$2,472,025
Mission and Program Overview

Mission

Education success network, inc. Is a new york not-for-profit corporation formed and operated exclusively for the charitable purpose of benefiting and supporting the charitable and educational activities of the norman howard school, education success foundation, inc., encompass: resources for learning, inc. And its affiliated organizations by undertaking long and short-range planning, monitoring and coordinating their activities, assisting them in eliminating duplicate functions, and generally improving their efficiency and effectiveness in achieving their different tax-exempt purposes.

To support high-quality schools and educational opportunities for student success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$19,851$30,172▲ $10,321
Cash and Non-Interest-Bearing Accounts$30,584$24,023▼ $6,561
Prepaid Expenses and Deferred Charges$23,647$10,570▼ $13,077
Accounts Receivable$68,852$1,486▼ $67,366
Total Assets$1,475,643$633,309▼ $842,334
Other Assets Total$1,332,709$567,058▼ $765,651
Liabilities
Accounts Payable and Accrued Expenses$161,260$234,684▲ $73,424
Other Liabilities$1,157,068$170,080▼ $986,988
Total Liabilities$1,318,328$404,764▼ $913,564
Net Assets / Fund Balance
Unrestricted Net Assets$157,315$228,545▲ $71,230
Total Net Assets Fund Balance$157,315$228,545▲ $71,230
Total Liabilities and Net Assets / Fund Balance$1,475,643$633,309▼ $842,334

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,513$108,479$115,992
Equipment$22,659$8,230$30,889
Other Assets Org$567,058--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,130,349---$1,130,349
2017$1,105,349$25,000--$1,130,349
2016$1,100,349$5,000--$1,105,349
2015$1,095,349$5,000--$1,100,349
2014$1,090,349$5,000--$1,095,349
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Joseph M MartinoCEO/secretary$162,990$33,703$196,693
Susan DieterChief Operations Officer$123,514$28,453$151,967
Laura SeppalaCFO$108,515$16,407$124,922
Dawn BorgeestChief Advancement Officer$116,325$801$117,126

Board Members and Trustees

NameTitle
Richard SandsBoard Chair
Sara VarhusAssociate Board Member
Courtney Sands WinslowBoard Member
Dennis M MullenBoard Member
Dwayne MahoneyBoard Member
George MedillBoard Member
John DelmonteBoard Member
Karen Schaefer EsqBoard Member
Kevin WilliamsBoard Member
Lisa ConnollyBoard Member
Sandy ParkerBoard Member
Susan HetterichBoard Member
Tessa TobinBoard Member
Thomas KaneBoard Member
Edward P Hourihan JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,472,025
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$71,230
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,158,755
Other Expenses$242,040
Total Fundraising Expense$12,909
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,195,544$29,435-$1,224,979
Current Officers, Directors, Trustees, and Key Employees$611,330$15,675$801$627,806
Other Employee Benefits$200,580$3,511-$204,091
Payroll Taxes$83,583$2,056-$85,639
Fees for Services Other$55,389$1,656$11,946$68,991
Office Expenses$61,622$4,872-$66,494
Fees for Services Accounting-$52,750-$52,750
Occupancy$31,045$1,151-$32,196
Pension Plan Contributions$15,618$622-$16,240
Insurance$584$10,012-$10,596
Depreciation Depletion$9,893$52-$9,945
Advertising$531$9$162$702
Fees for Services Legal$260$88-$348
Other Expenses$18--$18
Total Functional Expenses$2,265,997$121,889$12,909$2,400,795
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$170,080
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 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

Richard sands serves as executive vice chair of the board for a company, which employs thomas kane. Additionally, richard sands is a board member of a company, which employs susan hetterich.

Form 990, Part VI, Section B, Line 11B

The draft 990 is e-mailed to all board members. The members 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 education success network, 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

A copy of the 990 is available at each location. A copying fee is charged for each request.

Filing and Contact Details

Filer

Filer Name
Education Success Network Inc
EIN
26-0181589
Phone
5855632979
Address
4 LAKEVIEW PARK, ROCHESTER, NY 14613

Signing Officer

Name
Joseph M Martino
Title
CEO
Phone
5855632979
Signed
2019-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph M Martino
Formed
2007
Legal Domicile
Ny
Voting Board Members
16
Independent Board Members
15
Employees
56
Volunteers
15

Preparer

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

Additional Explanations

Form 990, Part XII, Line 2C

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

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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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