Career Success Educational Development FY2020 filing

Tax-deductible

Phoenix, AZ501(c)(3)Since 2000EducationEIN 86-0990455Revenue $8.5M in FY2020

On file with the IRScsschools.com8503 N 27th Ave, 85051-4063 · Phoenix, AZTax-exempt since Apr 2002School — 170(b)(1)(A)(ii)

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Our mission is to empower our students and to reinforce and build each student's sense of self worth through Career focusing and activity based strategies.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
$443K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $1.9M a year · 16% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$443K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 5.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$17.5M
95% of total assets
Concern: liabilities are 95% of assets; over 80%.
Pt X · Ln 26
Independent board members
4
of 5 voting members
Looks good: 4 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$8.5M
Spent
$8.1M
To programs
76%
Net assets
$867K
By yearFY2020–FY2024
Revenue
$8.5M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$8.5M
FY2021$10.1M
FY2022$11.5M
FY2023$14.1M
FY2024$14.6M
FY2024$15.1M
Expenses
$8.1M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$8.1M
FY2021$8.4M
FY2022$9.6M
FY2023$11.1M
FY2024$12.1M
FY2024$13.1M
Net assets
$867K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$867K
FY2021$2.5M
FY2022$4.4M
FY2023$7.4M
FY2024$9.9M
FY2024$11.8M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 2002.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $6.2M Management & general 24% · $1.9M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990; $443K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Program Mana
$170,503Pt VII · Sec A
Charter Rep.
$163,573Pt VII · Sec A
$108,896Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Secret
$0Pt VII · Sec A

Dr Edith Garcia Macklin’s $289K as Superintende is at the 62nd percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Dr Edith Garcia Macklin$288,897$288,897$228,181$183,832$180,321$108,896
Jean Duffy$252,529$252,529$208,686$199,143$205,143$163,573
Rosemary Boeing$175,079$175,079$121,354$97,642——
Paul Fulginiti————$126,018$170,503

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empower students and build self-worth through career focus and activity-based strategies.

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Provided by the organization

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1 program · $6.2M · in their own filed words · FY2019
01

To assist school age children to obtain their high school dipolma and gain skills necessary to the world of work AND/OR pursue further education.

$6.2Mprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$8.5M
Ln 12
Gifts and grantsLn 1h$8.5M
Fees for servicesLn 2g$31K
Other incomeLn 4–11$7K
Money outPt IX
$8.1M
Ln 25
Programscol B$6.2M
Managementcol C$1.9M
Owns and owesPt X
$867K
net assets · Ln 32
Cash and savingsLn 1–2$4.0M
Total assetsLn 16$18.4M
LiabilitiesLn 26$17.5M
PeoplePt VI, VII
7
listed · VII A
PaidVII A3
Voting boardVI 1a5
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8.5M
Government grantsLn 1e$8.5M
Fees for servicesLn 2g$31K
Investment incomeLn 3$1K
Other incomeLn 4–11$7K
Total revenueLn 12$8.5M
Assets in detailPt X, end of year
CashLn 1$4.0M
Cash and savings togetherLn 1–2$4.0M
Land, buildings, equipmentLn 10c$9.5M
Other assetsLn 15$4.3M
Total assetsLn 16$18.4M
LiabilitiesLn 26$17.5M
Net assetsLn 32$867K
OperationsPt I, VI
EmployeesI 584
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$3.2M$4.0M
Land, buildings, equipmentLn 10c$6.2M$9.5M
Total assetsLn 16$11.0M$18.4M
LiabilitiesLn 26$10.5M$17.5M
Net assetsLn 32$474K$867K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$443K$443K
Other salaries and wagesLn 7$2.8M$2.1M$612K
Pension plan contributionsLn 8$77K$51K$25K
Other employee benefitsLn 9$174K$102K$72K
Payroll taxesLn 10$245K$164K$81K
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$22K$22K
Other fees for servicesLn 11g$579K$420K$159K
Advertising and promotionLn 12$155K$1K$154K
Office expensesLn 13$255K$213K$42K
OccupancyLn 16$635K$522K$113K
TravelLn 17$2K$1K$827
Conferences, conventions and meetingsLn 19$12K$12K$355
InterestLn 20$828K$689K$139K
Depreciation, depletion and amortizationLn 22$425K$366K$58K
InsuranceLn 23$89K$77K$12K
Other expenses (24a–d)Ln 24$1.4M$1.4M
Total functional expensesLn 25$8.1M$6.2M$1.9M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $14.6M$12.1M$2.4M$9.9M 990 PDF
FY2023 $14.1M$11.1M$3.0M$7.4M 990 PDF
FY2022 $11.5M$9.6M$1.9M$4.4M 990 PDF
FY2021 $10.1M$8.4M$1.7M$2.5M 990 PDF
FY2020 Viewing $8.5M$8.1M$392K$867K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $8,505,462 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $6,975,862$8,466,188
I-9 Program service revenuePrior year $45,538$30,800
I-10 Investment incomePrior year $3,533$1,419
I-11 Other revenuePrior year $24,625$7,055
I-12 Total revenuePrior year $7,049,558$8,505,462
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $3,283,387$3,697,900
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $2,910,890$4,415,189
I-18 Total expensesPrior year $6,194,277$8,113,089
I-19 Revenue less expensesPrior year $855,281$392,373
Part VI · Governance 4 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $8,505,462 across 7 lines filed
VIII-1e Government grants$8,464,388
VIII-1f All other contributions, gifts and grants$1,800
VIII-1h Total contributions, gifts and grants$8,466,188
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $30,800$30,800
VIII-3 Investment incomeExcluded from tax $1,419$1,419
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $7,055$7,055
VIII-12 Total revenueRelated to mission $37,855 · Excluded from tax $1,419$8,505,462
Part IX · Statement of functional expenses $8,113,089 across 17 lines filed
IX-5 Pay of current officers, directors and key staffManagement $442,972$442,972
IX-7 Other salaries and wagesPrograms $2,146,929 · Management $612,345$2,759,274
IX-8 Pension plan contributionsPrograms $51,471 · Management $25,351$76,822
IX-9 Other employee benefitsPrograms $102,302 · Management $71,558$173,860
IX-10 Payroll taxesPrograms $164,240 · Management $80,732$244,972
IX-11b Legal feesManagement $4,209$4,209
IX-11c Accounting feesManagement $21,545$21,545
IX-11g Other fees for servicesPrograms $419,949 · Management $158,829$578,778
IX-12 Advertising and promotionPrograms $1,222 · Management $154,227$155,449
IX-13 Office expensesPrograms $213,480 · Management $41,961$255,441
IX-16 OccupancyPrograms $522,227 · Management $112,940$635,167
IX-17 TravelPrograms $1,434 · Management $827$2,261
IX-19 Conferences, conventions and meetingsPrograms $11,858 · Management $355$12,213
IX-20 InterestPrograms $689,275 · Management $138,812$828,087
IX-22 Depreciation, depletion and amortizationPrograms $366,330 · Management $58,253$424,583
IX-23 InsurancePrograms $76,781 · Management $12,209$88,990
IX-24 Other expenses (24a–d)Programs $1,408,466$1,408,466
IX-25 Total functional expensesPrograms $6,175,964 · Management $1,937,125 · Fundraising $0$8,113,089
Part X · Balance sheet $18,404,474 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $3,176,251$3,972,393
X-3 Pledges and grants receivableStart of year $175,641$59,917
X-9 Prepaid expenses and deferred chargesStart of year $47,185$562,810
X-10c Land, buildings and equipment, netStart of year $6,215,685$9,514,035
X-15 Other assetsStart of year $1,407,039$4,295,319
X-16 Total assetsStart of year $11,021,801$18,404,474
X-17 Accounts payable and accrued expensesStart of year $656,049$992,891
X-25 Other liabilitiesStart of year $76,890$44,123
X-26 Total liabilitiesStart of year $10,547,477$17,537,779
X-27 Net assets without donor restrictionsStart of year $474,324$866,695
X-32 Total net assets or fund balancesStart of year $474,324$866,695
X-33 Total liabilities and net assetsStart of year $11,021,801$18,404,474
Part XI · Reconciliation of net assets $866,695 net assets at year end
XI-1 Total revenue$8,505,462
XI-2 Total expenses$8,113,089
XI-3 Revenue less expenses$392,373
XI-4 Net assets at start of year$474,324
XI-8 Prior period adjustments−$2
XI-10 Net assets at end of year$866,695

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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