EDUCATION SUCCESS FOUNDATION INC

EIN: 161557039 501(c)(3) Education

ROCHESTER, NY

Total Revenue
$11,067,293
Total Expenses
$4,480,293
Total Assets
$35,221,933
Net Assets
$31,331,875
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
NY
Principal Officer
JOSEPH MARTINO
Phone
5855632988
Tax Period
2024-07-01 to 2025-06-30

EDUCATION SUCCESS FOUNDATION INC, founded in 1999, is a mid-sized nonprofit in the Education sector that reported $11.1M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.6M, a strong 60% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,357,038
Program Service Revenue $2,885,560
Investment Income $823,321
Other Revenue $1,374
TOTAL REVENUE $11,067,293

Expense Breakdown

Grants Paid $2,095,268
Salaries & Benefits $0
Fundraising Expenses $197,407
Program Expenses $4,087,777
Other Expenses $2,385,025
TOTAL EXPENSES $4,480,293

Year-over-Year Comparison

2024 2023 Change
Revenue $11,067,293 $8,541,731 +0.3%
Expenses $4,480,293 $5,152,253 -0.1%
Net Income $6,587,000 $3,389,478 +0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
9
Independent Members
7
Employees
N/A
Volunteers
15

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$583,731
Total Directors
9
$289,484
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GINNY CLARK BOARD MEMBER 1.00
Director
$0 $0 $0
THOMAS KANE BOARD MEMBER 1.00
Director
$0 $0 $0
EDWARD P HOURIHAN JR TREASURER 1.00
Officer Director
$0 $0 $0
JOSEPH MARTINO CEO/SECRETARY 3.12
Officer Director
$0 $38,726 $289,484
GEORGE MEDILL BOARD MEMBER 1.00
Director
$0 $0 $0
RICHARD E SANDS CHAIR 1.00
Officer Director
$0 $0 $0
TESSA TOBIN BOARD MEMBER 1.00
Director
$0 $0 $0
TRUMAN TOLEFREE BOARD MEMBER 1.00
Director
$0 $0 $0
COURTNEY CUNNINGHAM BOARD MEMBER 1.00
Director
$0 $0 $0
SUSAN DIETER COO 11.70
Officer
$0 $1,830 $123,106
CHRISTOPHER ZUPCAK CFO 9.36
Officer
$0 $21,871 $171,141
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $11,067,293 $4,480,293 $35,221,933 $6,587,000
2024 $8,541,731 $5,152,253 $29,891,490 $3,389,478
2023 $8,875,121 $4,132,818 $29,242,870 $4,742,303
2022 $7,900,255 $4,576,050 $22,036,423 $3,324,205
2021 $6,287,935 $3,575,245 $23,380,390 $2,712,690
2020 $5,150,428 $4,034,255 $17,018,973 $1,116,173
2019 $5,240,334 $3,903,687 $14,341,791 $1,336,647
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