Nonprofit · EIN 36-4629540
SUCCESS ACADEMY CHARTER SCHOOLS - NYC
Tax-exempt · NEW YORK, NY 10005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $452,649,405 | $418,530,116 | $34,119,289 | $374,162,963 | $45,524,540 | $328,638,423 |
| June 30, 2024 | 990 | $452,629,748 | $396,032,324 | $56,597,424 | $361,127,629 | $66,674,700 | $294,452,929 |
| June 30, 2023 | 990 | $417,566,607 | $353,023,946 | $64,542,661 | $305,843,725 | $67,982,979 | $237,860,746 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $30,231,100
- of which government grants
- $23,344,823
- Program service revenue
- $411,584,149
- Investment income
- $10,834,156
- Net gain from sales of assets
- -$1,492
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $172,326,189
- Salaries, compensation and benefits (total)
- $202,233,344
- Professional fundraising fees
- $0
- Legal fees
- $800,003
- Accounting fees
- $191,762
- Occupancy
- $16,148,972
- Travel
- $1,977,658
- Depreciation
- $14,634,190
- Program services (functional)
- $378,607,918
- Management and general (functional)
- $39,922,198
Balance sheet and other
- Total assets, start of year
- $361,127,629
- Total assets, end of year
- $374,162,963
- Total liabilities, end of year
- $45,524,540
- Net assets, end of year
- $328,638,423
- Land, buildings and equipment
- $46,101,621
- Publicly traded securities
- $11,197,562
- Net assets without donor restrictions
- $328,638,423
- Gross receipts
- $453,610,274
- Employees
- 4,142
- Volunteers
- 82
- Year formed
- 2008
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THOMAS WILSON | MIDDLE SCHOOL TEACHER AT SA BRONX MS Highest-paid employee | 55 | $221,585 | $22,757 |
| SHANNON BEATTY | SENIOR LEADER AT SA BUSHWICK ES Highest-paid employee | 55 | $191,252 | $16,601 |
| KALEIGH MAINES | SENIOR LEADER AT SA HUDSON YARD ES Highest-paid employee | 55 | $174,738 | $16,972 |
| SAMANTHA LALLI | SENIOR LEADER AT SA SPRINGFIELD GARDENS MS Highest-paid employee | 55 | $176,018 | $15,147 |
| SARAH COLLINS | SENIOR LEADER AT SA HARLEM EAST MS Highest-paid employee | 55 | $170,927 | $14,426 |
| LORENZO SMITH | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| SCOTT FRIEDMAN | VICE CHAIR/TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SULEMAN LUNAT | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| AARON KINNARI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DERRELL BRADFORD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EDWIN CESPEDES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KAMILAH MITCHELL-THOMAS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LIZETTE ST HILAIRE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RAMIN BEHESHTI | TRUSTEE (THRU 03/2025) Trustee or director | 1 | $0 | $0 |
| RIPAN KADAKIA | TRUSTEE Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBIN PZENA | TRUSTEE Trustee or director | 1 | $0 |
| SAMUEL COLE | TRUSTEE Trustee or director | 1 | $0 |
| NATHANIEL KATZ | CHIEF FINANCIAL OFFICER (EFF. 09/2024) Officer | 10 | $0 |
| SHABBIR AHMED | CHIEF FINANCIAL OFFICER (THRU 02/2025) Officer | 10 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL ROJAS | PRINCIPAL - SA LIBERAL ARTS HS Highest-paid employee | 55 | $230,134 | $29,852 |
| WILLIAM ABBOTT | PRINCIPAL - SA HELL'S KITCHEN Highest-paid employee | 55 | $232,910 | $24,854 |
| RACHEL KEANE | SR LEADER - SA LIBERAL ARTS HS Highest-paid employee | 55 | $180,809 | $38,425 |
| BIANCA ROSA-AVILES | SENIOR LEADER - Bronx 2 Highest-paid employee | 55 | $193,693 | $23,780 |
| SAMANTHA LALLI | Principal - SA Springfield Highest-paid employee | 55 | $171,085 | $38,854 |
| LORENZO SMITH | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| SCOTT FRIEDMAN | VICE CHAIR/TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SULEMAN LUNAT | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| RAMIN BEHESHTI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DERRELL BRADFORD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| EDWIN CESPEDES | BOARD MEMBER (AS OF 07/23) Trustee or director | 1 | $0 | $0 |
| SAMUEL COLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RIPAN KADAKIA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| AARON KINNARI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REGINA KRUMHOLZ | BOARD MEMBER (AS OF 12/23) Trustee or director | 1 | $0 | $0 |
| KAMILAH MITCHELL-THOMAS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROBIN PZENA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LIZETTE ST HILAIRE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHABBIR AHMED | CHIEF FINANCIAL OFFICER Officer | 10 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Daniel Rojas | Principal - SA LIBERAL ARTS HS Highest-paid employee | 55 | $262,171 | $22,548 |
| William Abbott | Principal - SA HELL'S KITCHEN Highest-paid employee | 55 | $227,902 | $18,339 |
| Kerri Lynch thru 11722 | Principal - SA BENSONHURST Highest-paid employee | 55 | $188,917 | $29,645 |
| Ashley Larsen thru 61623 | Principal - SA SPRINGFIELD GDN Highest-paid employee | 55 | $191,325 | $18,569 |
| Christopher Hall | Principal - SA HARLEM WEST Highest-paid employee | 55 | $189,670 | $13,093 |
| Lorenzo Smith | Chairman Trustee or director, Officer | 2 | $0 | $0 |
| Scott Friedman | Vice Chair/Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Suleman Lunat | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Ramin Beheshti | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| Derrell Bradford | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| Samuel Cole | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| Ripan Kadakia | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| Aaron Kinnari | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| Kamilah Mitchell-Thomas | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| Robin Pzena | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| Lizette St Hilaire | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 95 PINE STREET 6TH FLOOR, NEW YORK, NY 10005-0054
- In care of
- % NATHANIEL KATZ
- Principal officer (990 for 2024)
- LORENZO SMITH, 95 PINE STREET FL 6, NEW YORK, NY 10005
- Signed the 990
- LORENZO SMITH, CHAIRMAN
- Phone
- (646) 277-7170
- Website
- WWW.SUCCESSACADEMIES.ORG
- Return prepared by
- BDO USA
Mission
TO BUILD EXCEPTIONAL, WORLD-CLASS PUBLIC SCHOOLS THAT EMPOWER CHILDREN FROM ALL BACKGROUNDS TO SUCCEED IN COLLEGE AND LIFE, AND ADVOCATE FOR POLICIES THAT EXPAND ACCESS TO EDUCATIONAL OPPORTUNITY.
Program accomplishments
- GENERAL EDUCATION - GENERAL EDUCATION IS THE PROGRAM OF EDUCATION THAT TYPICALLY DEVELOPING CHILDREN SHOULD RECEIVE, BASED ON STATE STANDARDS AND EVALUATED BY THE ANNUAL STATE EDUCATIONAL STANDARDS TEST. PROVIDED EDUCATION TO APPROXIMATELY 19,725 STUDENTS IN GRADES KINDERGARTEN THROUGH HIGH SCHOOL DURING THE REPORTING PERIOD.Expenses $329,086,004 · revenue $376,630,330
- SPECIAL EDUCATION - SPECIAL EDUCATION IS THE PROGRAM OF EDUCATION THAT A SUBSET GROUP OF CHILDREN SHOULD RECEIVE TO PROVIDE ADDITIONAL SERVICES, SUPPORT, PROGRAMS, SPECIALIZED PLACEMENTS OR ENVIRONMENTS TO ENSURE THAT ALL STUDENTS' EDUCATIONAL NEEDS ARE PROVIDED FOR.Expenses $49,521,914 · revenue $34,953,819
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 36-4629540
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $374,162,963
- Income (IRS master file)
- $453,610,274
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $452,649,405 | $418,530,116 | $374,162,963 | IRS |
| 990 | June 2024 | $452,629,748 | $396,032,324 | $361,127,629 | IRS |
| 990 | June 2023 | $417,566,607 | $353,023,946 | $305,843,725 | XML |
| 990 | June 2022 | $399,222,854 | $342,262,454 | $212,407,315 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-4629540).
Questions about SUCCESS ACADEMY CHARTER SCHOOLS - NYC
- What is the EIN of SUCCESS ACADEMY CHARTER SCHOOLS - NYC?
- The employer identification number (EIN) of SUCCESS ACADEMY CHARTER SCHOOLS - NYC is 36-4629540.
- Is SUCCESS ACADEMY CHARTER SCHOOLS - NYC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to SUCCESS ACADEMY CHARTER SCHOOLS - NYC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUCCESS ACADEMY CHARTER SCHOOLS - NYC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SUCCESS ACADEMY CHARTER SCHOOLS - NYC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUCCESS ACADEMY CHARTER SCHOOLS - NYC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SUCCESS ACADEMY CHARTER SCHOOLS - NYC?
- The 990 for the year ended June 30, 2025 names LORENZO SMITH.
- Who are the officers and directors of SUCCESS ACADEMY CHARTER SCHOOLS - NYC?
- The 990 for the year ended June 30, 2025 lists 19 people; 5 received compensation from the organization, the highest $221,585 (THOMAS WILSON, MIDDLE SCHOOL TEACHER AT SA BRONX MS).
- How much revenue does SUCCESS ACADEMY CHARTER SCHOOLS - NYC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $452,649,405, expenses of $418,530,116 and total assets of $374,162,963 at year end.
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