Career Success Educational Development FY2021 filing

Tax-deductible

Phoenix, AZ501(c)(3)Since 2000EducationEIN 86-0990455

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.
75¢ of each $1 spent went to programs.
$511K 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

FY2021 · 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
75%
of spending
Fine: 75% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$511K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
9 mo
of spending, in cash
Looks good: 8.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$16.7M
87% of total assets
Concern: liabilities are 87% 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
$10.1M
+19% vs prior year
Spent
$8.4M
To programs
75%
Net assets
$2.5M
By yearFY2020–FY2024
Revenue
$10.1M
FY2021▲ +19%
Revenue by fiscal year
FY2020$8.5M
FY2021$10.1M
FY2022$11.5M
FY2023$14.1M
FY2024$14.6M
FY2024$15.1M
Expenses
$8.4M
FY2021▲ +4%
Expenses by fiscal year
FY2020$8.1M
FY2021$8.4M
FY2022$9.6M
FY2023$11.1M
FY2024$12.1M
FY2024$13.1M
Net assets
$2.5M
FY2021▲ +192%
Net assets by fiscal year
FY2020$867K
FY2021$2.5M
FY2022$4.4M
FY2023$7.4M
FY2024$9.9M
FY2024$11.8M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 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

75 cents of each dollar spent went to programs.

Program services 75% · $6.3M Management & general 25% · $2.1M

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

Who runs it and what they're paid

7 people listed on the 990; $511K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Charter Rep.
$205,143Pt VII · Sec A
$180,321Pt VII · Sec A
Program Mana
$126,018Pt 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.

Provided by the organization

This section is blank until Career Success Educational Development claims this page.

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1 program service account for $6.3M of program spending, described in the organization's own filed words · FY2020.
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.

$6.3Mprogram expense

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By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$10.1M
Ln 12
Gifts and grantsLn 1h$10.1M
Fees for servicesLn 2g$19K
Other incomeLn 4–11$712
Money outPt IX
$8.4M
Ln 25
Programscol B$6.3M
Managementcol C$2.1M
Owns and owesPt X
$2.5M
net assets · Ln 32
Cash and savingsLn 1–2$6.2M
Total assetsLn 16$19.2M
LiabilitiesLn 26$16.7M
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$10.1M
Government grantsLn 1e$10.1M
Fees for servicesLn 2g$19K
Investment incomeLn 3$265
Other incomeLn 4–11$712
Total revenueLn 12$10.1M
Assets in detailPt X, end of year
CashLn 1$6.2M
Cash and savings togetherLn 1–2$6.2M
Land, buildings, equipmentLn 10c$10.7M
Other assetsLn 15$1.5M
Total assetsLn 16$19.2M
LiabilitiesLn 26$16.7M
Net assetsLn 32$2.5M
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 FY21End FY21
Cash and savingsLn 1–2$4.0M$6.2M
Land, buildings, equipmentLn 10c$9.5M$10.7M
Total assetsLn 16$18.4M$19.2M
LiabilitiesLn 26$17.5M$16.7M
Net assetsLn 32$867K$2.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$511K$511K
Other salaries and wagesLn 7$2.4M$1.8M$643K
Pension plan contributionsLn 8$78K$47K$30K
Other employee benefitsLn 9$151K$93K$58K
Payroll taxesLn 10$226K$138K$88K
Legal feesLn 11b$10K$10K
Accounting feesLn 11c$22K$22K
Other fees for servicesLn 11g$419K$251K$168K
Advertising and promotionLn 12$267K$59K$208K
Office expensesLn 13$593K$540K$53K
Information technologyLn 14$64K$56K$7K
OccupancyLn 16$346K$282K$64K
TravelLn 17$211$123$88
Conferences, conventions and meetingsLn 19$66K$43K$23K
InterestLn 20$798K$671K$126K
Depreciation, depletion and amortizationLn 22$703K$609K$94K
InsuranceLn 23$109K$90K$20K
Other expenses (24a–d)Ln 24$1.6M$1.6M
Total functional expensesLn 25$8.4M$6.3M$2.1M$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 Viewing $10.1M$8.4M$1.7M$2.5M 990 PDF
FY2020 $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 FY2021 990 (4 parts)
Part VIII · Statement of revenue $10,080,908 across 7 lines filed
VIII-1e Government grants$10,059,891
VIII-1f All other contributions, gifts and grants$1,000
VIII-1h Total contributions, gifts and grants$10,060,891
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $19,040$19,040
VIII-3 Investment incomeExcluded from tax $265$265
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $712$712
VIII-12 Total revenueRelated to mission $19,752 · Excluded from tax $265$10,080,908
Part IX · Statement of functional expenses $8,419,925 across 18 lines filed
IX-5 Pay of current officers, directors and key staffManagement $511,482$511,482
IX-7 Other salaries and wagesPrograms $1,800,759 · Management $642,823$2,443,582
IX-8 Pension plan contributionsPrograms $47,314 · Management $30,250$77,564
IX-9 Other employee benefitsPrograms $93,114 · Management $58,119$151,233
IX-10 Payroll taxesPrograms $137,758 · Management $88,304$226,062
IX-11b Legal feesManagement $9,846$9,846
IX-11c Accounting feesManagement $22,000$22,000
IX-11g Other fees for servicesPrograms $250,918 · Management $168,132$419,050
IX-12 Advertising and promotionPrograms $58,786 · Management $207,965$266,751
IX-13 Office expensesPrograms $539,749 · Management $52,944$592,693
IX-14 Information technologyPrograms $56,173 · Management $7,424$63,597
IX-16 OccupancyPrograms $282,342 · Management $63,601$345,943
IX-17 TravelPrograms $123 · Management $88$211
IX-19 Conferences, conventions and meetingsPrograms $42,983 · Management $22,646$65,629
IX-20 InterestPrograms $671,355 · Management $126,488$797,843
IX-22 Depreciation, depletion and amortizationPrograms $609,268 · Management $93,946$703,214
IX-23 InsurancePrograms $89,729 · Management $19,678$109,407
IX-24 Other expenses (24a–d)Programs $1,613,818$1,613,818
IX-25 Total functional expensesPrograms $6,294,189 · Management $2,125,736 · Fundraising $0$8,419,925
Part X · Balance sheet $19,224,280 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $3,972,393$6,244,516
X-3 Pledges and grants receivableStart of year $59,917$259,993
X-9 Prepaid expenses and deferred chargesStart of year $562,810$445,133
X-10c Land, buildings and equipment, netStart of year $9,514,035$10,745,140
X-15 Other assetsStart of year $4,295,319$1,529,498
X-16 Total assetsStart of year $18,404,474$19,224,280
X-17 Accounts payable and accrued expensesStart of year $992,891$376,824
X-24 Unsecured notes and loans payable$706,297
X-25 Other liabilitiesStart of year $44,123$3,759
X-26 Total liabilitiesStart of year $17,537,779$16,696,602
X-27 Net assets without donor restrictionsStart of year $866,695$2,527,678
X-32 Total net assets or fund balancesStart of year $866,695$2,527,678
X-33 Total liabilities and net assetsStart of year $18,404,474$19,224,280
Part XI · Reconciliation of net assets $2,527,678 net assets at year end
XI-1 Total revenue$10,080,908
XI-2 Total expenses$8,419,925
XI-3 Revenue less expenses$1,660,983
XI-4 Net assets at start of year$866,695
XI-10 Net assets at end of year$2,527,678

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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