2024-11-22T15:56:08-06:00 2024-06-30 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2023-07-01 161557039 EDUCATION SUCCESS FOUNDATION INC EDUC 5855632988 4 LAKEVIEW PARK ROCHESTER NY 14613 JOSEPH M MARTINO CEO 5853348010 2024-11-21 1 1 GRACE GONZALEZ P01357170 5853811000 2024-11-21 2023 2024-10-15 13:58:12Z JOSEPH MARTINO 4 LAKEVIEW PARK ROCHESTER NY 14613 11152928 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. 9 7 0 28 0 0 5431854 5257254 2529223 2618752 385511 550084 528533 115641 8875121 8541731 1222601 2462107 0 0 0 0 0 0 152014 2910217 2690146 4132818 5152253 4742303 3389478 29242870 29891490 8406660 4510602 20836210 25380888 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 2462107 2462107 GRANTS GIVEN TO NORMAN HOWARD SCHOOL THAT PROVIDED EDUCATIONAL SERVICES TO APPROX 105 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 5,177 PLANS DELIVERED AND 57,764 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. 2008644 2618752 PROVIDED USE OF THE BUILDINGS FOR THE STUDENTS OF NORMAN HOWARD SCHOOL, ENCOMPASS: RESOURCES FOR LEARNING, INC., AND OTHER UNRELATED ORGANIZATIONS WITH EDUCATIONAL MISSIONS. 4470751 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 11 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 9 7 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 EDWARD P HOURIHAN JR TREASURER 1.00 X X 0 0 0 JOSEPH MARTINO CEO/SECRETARY 2.00 38.00 X X 0 238369 31877 GEORGE MEDILL BOARD MEMBER 1.00 X 0 0 0 RICHARD E SANDS CHAIR 1.00 X X 0 0 0 TESSA TOBIN BOARD MEMBER 1.00 X 0 0 0 TRUMAN TOLEFREE BOARD MEMBER 1.00 X 0 0 0 COURTNEY SANDS WINSLOW BOARD MEMBER 1.00 X 0 0 0 SUSAN DIETER COO 1.20 38.80 X 0 198390 16822 CHRISTOPHER ZUPCAK DIRECTOR OF FINANCE 3.10 36.90 X 0 142264 18902 0 579023 67601 0 0 1 0 LMC INDUSTRIAL CONTRACTORS INC 9431 FOSTER WHEELER ROAD DANSVILLE NY 14437 HVAC, ELECTRICAL, AND MECHANICAL REPAIRS 154218 ROCHESTER FIRE RESTORATION 1144 LEXINGTON AVE UNIT 2 ROCHESTER NY 14606 WATER DAMAGE MITIGATION 138476 BETLEM HEATING AND AIR CONDITIONING 704 CLINTON AVENUE SOUTH ROCHESTER NY 14620 HVAC INSTALLATION 130357 SEAGATE HOTEL & SPA 1000 E ATLANTIC AVE DELRAY BEACH FL 33483 EVENT HOSTING 116854 4 6 1022474 271302 3963472 5257254 RENTAL INCOME 900003 2618752 2618752 2618752 538321 538321 2400000 14996 2400000 3233 0 11763 11763 11763 207964 1022474 207964 0 NET INSURANCE PROCEEDS 900099 115641 115641 115641 8541731 2618752 0 665725 X 2460207 2460207 1900 1900 21019 21019 25 25 1150107 585760 441633 122714 28145 28145 36466 9180 27286 809990 797964 11355 671 55000 54183 771 46 446502 439929 6206 367 86031 84754 1206 71 BAD DEBT 41000 41000 EQUIPMENT REPAIRS AND M 15807 15807 OTHER INSTRUCTIONAL 54 48 6 5152253 4470751 529488 152014 401670 203625 278057 3030775 3434639 121788 69151 154010 146087 281796 482998 15452008 6811098 8030110 8640910 14015327 15989402 3003769 850246 29242870 29891490 735729 1070272 1500000 711702 1266976 2085589 2131614 2818366 597014 8406660 4510602 X 17805435 21946249 3030775 3434639 20836210 25380888 29242870 29891490 3389478 1155200 0 X X 0 1 X 1 0 X 2834325 3960661 5214217 5431854 5465218 22906275 2834325 3960661 5214217 5431854 5465218 22906275 12727048 10179227 48930 58291 206330 385754 538321 1237626 24143901 0.42160 0.40050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1130349 9001 1139350 1130349 1130349 1130349 1130349 1130349 1130349 1130349 1130349 1.00000 0 1 1 158518 158518 15142221 6732994 8409227 68792 65590 3202 82477 12514 69963 8640910 DUE TO RELATED PARTY 597014 597014 GOLF TOURNAMENT 1230438 1022474 207964 93956 84409 29599 1230438 1022474 207964 93956 84409 29599 207964 0 1 ENCOMPASS RESOURCES FOR LEARNING INC 4 LAKEVIEW PARK ROCHESTER NY 14613 201612594 501(C)(3) 10634 0 N/A GENERAL SUPPORT CHILDREN'S INSTITUTE INC 205 ST PAUL ST ROCHESTER NY 14604 237102632 501(C)(3) 1038298 0 N/A WHOLE CHILD INITIATIVE 1 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 MARTINO CEO/SECRETARY 0 203914 0 11955 0 22500 0 14713 0 17164 0 270246 0 0 SUSAN DIETER COO 0 180676 0 9335 0 8379 0 10675 0 6147 0 215212 0 0 CHRISTOPHER ZUPCAK DIRECTOR OF FINANCE 0 125764 0 6313 0 10187 0 8325 0 10577 0 161166 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. THE SEAGATE HOTEL AND BEACH CLUB ENTITY MORE THAN 35% OWNED BY CHILDREN OF BOARD CHAIR 187388 THE 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 $187,388 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 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 IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 585,760. MANAGEMENT AND GENERAL EXPENSES 441,633. FUNDRAISING EXPENSES 122,714. TOTAL EXPENSES 1,150,107. 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 1141300 4942775 EDUCATION SUCCESS FOUNDATION INC E2 CHAPTER 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 1604856 7734668 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 1109630 CONTRACT ENCOMPASS RESOURCES FOR LEARNING INC J 439846 FMV