Nonprofit · EIN 86-1023123
SUCCESS SCHOOL
Tax-exempt · SURPRISE, AZ 85378
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $12,841,879 | $12,436,736 | $405,143 | $18,843,844 | $14,336,131 | $4,507,713 |
| June 30, 2024 | 990 | $12,887,331 | $12,067,500 | $819,831 | $18,866,597 | $14,764,028 | $4,102,569 |
| June 30, 2023 | 990 | $13,126,605 | $12,202,633 | $923,972 | $18,912,269 | $15,629,531 | $3,282,738 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,143,095
- of which government grants
- $3,124,903
- Program service revenue
- $9,117,803
- Investment income
- $148,293
- Net gain from sales of assets
- -$24,702
- Other revenue
- $432,688
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $296,240
- Other salaries and wages
- $5,814,148
- Salaries, compensation and benefits (total)
- $7,811,382
- Professional fundraising fees
- $0
- Occupancy
- $154,928
- Depreciation
- $627,568
- Program services (functional)
- $11,337,952
- Management and general (functional)
- $1,051,557
- Fundraising (functional)
- $47,227
Balance sheet and other
- Total assets, start of year
- $18,866,597
- Total assets, end of year
- $18,843,844
- Total liabilities, end of year
- $14,336,131
- Net assets, end of year
- $4,507,713
- Land, buildings and equipment
- $13,328,850
- Net assets without donor restrictions
- $4,462,514
- Net assets with donor restrictions
- $45,199
- Gross receipts
- $12,866,581
- Employees
- 179
- Volunteers
- 20
- Year formed
- 2001
- State of legal domicile
- AZ
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 |
|---|---|---|---|
| HENDERSON H | VP/CHIEF ACADEMIC OFFICER Trustee or director, Officer | 40 | $148,999 |
| HOLDAWAY M | PRESIDENT/CEO Trustee or director, Officer | 40 | $147,241 |
| RANDOLPH J | BOARD MEMBER Trustee or director | 5 | $0 |
| PULLINS C | BOARD MEMBER Trustee or director | 5 | $0 |
| CARTER C | BOARD MEMBER Trustee or director | 5 | $0 |
| NEWBILL O | BOARD MEMBER Trustee or director | 5 | $0 |
| GASKINS J | BOARD MEMBER Trustee or director | 5 | $0 |
| GODBEHERE M | BOARD MEMBER Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HENDERSON H | VP/CHIEF ACADEMIC OFFICER Trustee or director, Officer | 40 | $142,800 |
| HOLDAWAY M | PRESIDENT/CEO Trustee or director, Officer | 40 | $123,855 |
| MONTENEGRO M | BOARD MEMBER Trustee or director | 40 | $90,700 |
| RANDOLPH J | BOARD MEMBER Trustee or director | 5 | $0 |
| GODBEHERE M | BOARD MEMBER Trustee or director | 5 | $0 |
| CARTER C | BOARD MEMBER Trustee or director | 5 | $0 |
| NEWBILL O | BOARD MEMBER Trustee or director | 5 | $0 |
| GASKINS J | BOARD MEMBER Trustee or director | 5 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HENDERSON H | VP/CHIEF ACADEMIC OFFICER Trustee or director, Officer | 40 | $125,337 |
| HOLDAWAY M | PRESIDENT/CEO Trustee or director, Officer | 40 | $103,565 |
| MONTENEGRO M | DIR ENROLLMENT & COMMUNCATIONS Trustee or director | 5 | $80,368 |
| RANDOLPH J | BOARD MEMBER Trustee or director | 5 | $0 |
| GODBEHERE M | BOARD MEMBER Trustee or director | 5 | $0 |
| CARTER C | BOARD MEMBER Trustee or director | 5 | $0 |
| NEWBILL O | BOARD MEMBER Trustee or director | 5 | $0 |
| GASKINS J | BOARD MEMBER Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1929, SURPRISE, AZ 85378-1929
- In care of
- % MONIKA FULLER
- Principal officer (990 for 2024)
- MELISSA HOLDAWAY, 16011 N DYSART RD, SURPRISE, AZ 85738
- Signed the 990
- MELISSA HOLDAWAY, CEO
- Phone
- (623) 974-4959
- Website
- WWW.AZCHARTER.COM
- Return prepared by
- LAVOIE & COMPANY PC
Mission
TO EMPOWER ALL STUDENTS TO BE RESPONSIBLE AND SUCCESSFUL CITIZENS
Program accomplishments
- EDUCATION K THROUGH 8, SERVING APPROXIMATELY 950 STUDENTS.Expenses $11,337,952 · revenue $9,525,789
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
- 86-1023123
- 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
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $18,843,844
- Income (IRS master file)
- $12,866,581
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $12,841,879 | $12,436,736 | $18,843,844 | XML |
| 990 | June 2024 | $12,887,331 | $12,067,500 | $18,866,597 | XML |
| 990 | June 2023 | $13,126,605 | $12,202,633 | $18,912,269 | XML |
| 990 | June 2022 | $11,365,620 | $11,091,943 | $18,309,141 | IRS |
| 990 | June 2021 | – | – | – | 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 86-1023123).
Questions about SUCCESS SCHOOL
- What is the EIN of SUCCESS SCHOOL?
- The employer identification number (EIN) of SUCCESS SCHOOL is 86-1023123.
- Is SUCCESS SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to SUCCESS SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUCCESS SCHOOL 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 SCHOOL 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 SCHOOL 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 SCHOOL?
- The 990 for the year ended June 30, 2025 names MELISSA HOLDAWAY.
- Who are the officers and directors of SUCCESS SCHOOL?
- The 990 for the year ended June 30, 2025 lists 8 people; 2 received compensation from the organization, the highest $148,999 (HENDERSON H, VP/CHIEF ACADEMIC OFFICER).
- How much revenue does SUCCESS SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $12,841,879, expenses of $12,436,736 and total assets of $18,843,844 at year end.
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