Civic Intelligence

Success Foundation Serving Greeley-Evans Schools Inc.

990EZ • Fiscal year 2015 • EIN 27-3567674

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 16, 2016

1025 9th AvenueGreeley, CO 80631

(970) 348-6362

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.04x

Higher debt load relative to assets than 69% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

$73,682

No earlier filing loaded for comparison.

Net Assets

$71,082

No earlier filing loaded for comparison.

Liabilities

$2,600

No earlier filing loaded for comparison.

Revenue

$145,359

No earlier filing loaded for comparison.

Expenses

$84,217

No earlier filing loaded for comparison.

Net Income

$61,142

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2015: $73,682Liabilities 2015: $2,600Net Assets 2015: $71,0822015Assets 2016: $159,743Liabilities 2016: $51,298Net Assets 2016: $108,4452016Assets 2017: $105,783Liabilities 2017: $2,075Net Assets 2017: $103,7082017Assets 2018: $157,617Liabilities 2018: $32,284Net Assets 2018: $125,3332018Assets 2019: $297,353Liabilities 2019: $143,655Net Assets 2019: $153,6982019Assets 2020: $339,828Liabilities 2020: $37,726Net Assets 2020: $302,1022020Assets 2021: $864,796Liabilities 2021: $8,139Net Assets 2021: $856,6572021Assets 2022: $531,252Liabilities 2022: $6,203Net Assets 2022: $525,0492022Assets 2023: $1,039,989Liabilities 2023: $19,503Net Assets 2023: $1,020,4862023Assets 2024: $1,628,072Liabilities 2024: $7,633Net Assets 2024: $1,620,4392024

Highlighted filing

2015

Assets$73,682
Liabilities$2,600
Net Assets$71,082

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $145,359Expenses 2015: $84,217Net Income 2015: $61,1422015Revenue 2016: $297,462Expenses 2016: $260,099Net Income 2016: $37,3632016Revenue 2017: $385,720Expenses 2017: $390,457Net Income 2017: -$4,7372017Revenue 2018: $636,786Expenses 2018: $615,161Net Income 2018: $21,6252018Revenue 2019: $593,171Expenses 2019: $564,806Net Income 2019: $28,3652019Revenue 2020: $875,206Expenses 2020: $726,802Net Income 2020: $148,4042020Revenue 2021: $1,388,560Expenses 2021: $834,005Net Income 2021: $554,5552021Revenue 2022: $2,258,173Expenses 2022: $2,589,781Net Income 2022: -$331,6082022Revenue 2023: $2,668,817Expenses 2023: $2,173,380Net Income 2023: $495,4372023Revenue 2024: $3,147,836Expenses 2024: $2,547,883Net Income 2024: $599,9532024

Highlighted filing

2015

Revenue$145,359
Expenses$84,217
Net Income$61,142
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 16, 2016
Return Version
2015v2.1
Gross Receipts
$155,576
Mission and Program Overview

Mission

The success foundation exists to build partnerships, engage the community, and bring resources to support the education of our children in district 6, greeley-evans, colorado.

The success foundation exists to build partnerships, engage the community, and bring resources to support the education of our children.

Program Services

DescriptionGrantsExpenses
PROVIDE BLENDED LEARNING RESOURSES AND COMPUTER DEVICES$55,000$59,140
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL KURTZPresident-$0--
JANET ALCORNPast Preside-$0--
FELICIA BURKEVice Preside-$0--
DIANE ALEXANDERTreasurer-$0--
CHAREE VOELZDirector-$0--
KIM BARBOURDirector-$0--
GREG VOELZDirector-$0--
KAREN MORGANDirector-$0--
MELINDA ANDREWSDirector-$0--
JOHN BARRYDirector-$0--
HOLLY BRESSLERDirector-$0--
STEVE LAFORESTDirector-$0--
RACHELLE FISHERDirector-$0--
RYAN FITZPATRICKDirector-$0--
MELISSA GATTISDirector-$0--
MELISSA MCDONALDDirector-$0--
DANIEL PRESHAWDirector-$0--
EUGENE SHEEHANDirector-$0--
RHONDA SOLISDirector-$0--
JUDY KRONExecutive DiPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ride 4 Success$54,365$54,365$10,217$44,148
Total Events$54,365$54,365$10,217$44,148
Filing and Contact Details

Filer

Filer Name
The Success Foundation
EIN
27-3567674
Phone
9703486362
Address
1025 9TH AVENUE, GREELEY, CO 80631

Signing Officer

Name
Bill Kurtz
Title
President
Phone
9703486362
Signed
2016-07-16

Preparer

Firm
Anderson & Whitney Pc
Address
5801 W 11TH ST STE 300, GREELEY, CO 80634
Preparer
Diane L Alexander CPA
Phone
9703527990
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Weld county dist 6 schools education 1025 9th ave greeley, co 80631 55,000 0 0

Form 990-ez, Part I, Line 16

Expenses promotional items 187 supplies 528 insurance 1,843 qb payroll processing fee 344 donor development 120 vista application and exp 5,192 bank charges 60 board exp 463 business registrations 143 dues/memberships 670 volunteer appreciation 39 miscellaneous exp 575 breakfast exp - dir cost 3,174 total 13,338

Form 990-ez, Part II, Line 26

Atmos energy - grant recvd in error 0 2,600

Form 990-ez, Part III

The success foundation exists to build partnerships, engage the community, and bring resources to support the education of our children.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WELD COUNTY DIST 6 SCHOOLS EDUCATION 1025 9TH AVE GREELEY, CO 80631 55,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES PROMOTIONAL ITEMS 187 SUPPLIES 528 INSURANCE 1,843 QB PAYROLL PROCESSING FEE 344 DONOR DEVELOPMENT 120 VISTA APPLICATION AND EXP 5,192 BANK CHARGES 60 BOARD EXP 463 BUSINESS REGISTRATIONS 143 DUES/MEMBERSHIPS 670 VOLUNTEER APPRECIATION 39 MISCELLANEOUS EXP 575 BREAKFAST EXP - DIR COST 3,174 TOTAL 13,338
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-12-15 16:53:06Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09703486362
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SUCCESS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SERVICE GREELEY-EVANS SCHOOLS
ReturnHeader/Filer/BusinessNameControlTxt0SUCC
ReturnHeader/Filer/EIN0273567674
ReturnHeader/Filer/PhoneNum09703486362
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREELEY
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ReturnHeader/PreparerPersonGrp/PhoneNum09703527990
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANE L ALEXANDER CPA
ReturnHeader/ReturnTs02016-08-01T10:25:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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