Civic Intelligence

Success Foundation Serving Greeley-Evans Schools Inc.

990 • Fiscal year 2018 • EIN 27-3567674

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 29, 2019

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

73rd percentile

0.20x

Higher debt load relative to assets than 73% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.05x

Higher debt load relative to revenue than 56% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

50th percentile

3.4%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

57th percentile

$26,516

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

89th percentile

49%

Faster asset growth than 89% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

65%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$157,617

Up $51,834 (+49%) from 2017

Net Assets

Up

$125,333

Up $21,625 (+21%) from 2017

Liabilities

Up

$32,284

Up $30,209 (+1456%) from 2017

Revenue

Up

$636,786

Up $251,066 (+65%) from 2017

Expenses

Up

$615,161

Up $224,704 (+58%) from 2017

Net Income

Up

$21,625

Up $26,362 (+557%) from 2017

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

2018

Assets$157,617
Liabilities$32,284
Net Assets$125,333

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

2018

Revenue$636,786
Expenses$615,161
Net Income$21,625
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 29, 2019
Return Version
2018v3.1
Gross Receipts
$645,726
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$105,693$156,395▲ $50,702
Rtn Earn Endowment Incm Other Fnds$103,708$125,333▲ $21,625
Savings and Temporary Cash Investments$90$1,222▲ $1,132
Total Assets$105,783$157,617▲ $51,834
Liabilities
Other Liabilities$2,075$32,284▲ $30,209
Total Liabilities$2,075$32,284▲ $30,209
Net Assets / Fund Balance
Total Net Assets Fund Balance$103,708$125,333▲ $21,625
Total Liabilities and Net Assets / Fund Balance$105,783$157,617▲ $51,834
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Julie HillExecutive DiFT$26,516$26,516

Board Members and Trustees

NameTitle
Greg VoelzPresident
Charee VoelzDirector
Dr Deirdre PilchDirector
Holly BresslerDirector
Kim BarbourDirector
Lynda MitchDirector
Michael AmbergDirector
Nancy SileoDirector
Rhonda SolisDirector
Sonja BelfioreDirector
Diane AlexanderSecretary/tr
Steve LaforestVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$560,073
Program Service Revenue
$0
Investment Income
$179
Other Revenue
$76,534
All Other Contributions
$377,490
Change in Net Assets
$21,625
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$510,338
Other Expenses$59,388
Salaries, Compensation, and Employee Benefits$45,435
Total Fundraising Expense$26,843
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$510,338--$510,338
Current Officers, Directors, Trustees, and Key Employees$20,153$2,386$3,977$26,516
Other Salaries and Wages$11,661$1,381$2,302$15,344
Advertising--$5,544$5,544
All Other Expenses$305$2,929$462$3,696
Payroll Taxes$2,717$322$536$3,575
Insurance-$2,770-$2,770
Other Expenses$523$366$157$1,046
Office Expenses-$78$489$567
Fees for Services Accounting-$540-$540
Travel$191$133$57$381
Total Functional Expenses$574,075$14,243$26,843$615,161
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Weld County Dist 6 SchoolsGreeley, COGovBlended Learning$507,770
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$84,486
Fundraising Direct Expenses$7,952
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ride 4 Success$54,736$54,736$7,065$47,671
Success Breakfa$112,333$29,750$887$28,863
Total Events$167,069$84,486$7,952$76,534
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Grants Payable$25,000
Payroll Liabilities$7,284
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Greg voelz charee voelz director director spouses

Form 990, Page 6, Part VI, Line 11B

990 prepared by organization's treasurer who is a cpa. The treasurer has 25+ years of experience in preparing form 990. Detailed volunteer information and operations information provided by executive director. Copies of 990 are made available to executive committee prior to transmission to irs.

Form 990, Page 6, Part VI, Line 12C

Board member would recuse himself/herself from voting and from discussions prior to any vote of which the board member may receive a benefit. At beginning of each year, board members are asked to renew their acknowledgement of adhering to the conflict of interest policy and providing information regarding any known conflicts at that time.

Form 990, Page 6, Part VI, Line 19

Guidestar.org or upon written request to the organization's office located at 1025 9th ave, greeley, co 80631.

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
Julie Hill
Title
Executive Director
Phone
9703486362
Signed
2019-07-29

Organization Details

Principal Officer
Julie Hill
Formed
2010
Legal Domicile
Co
Voting Board Members
14
Independent Board Members
13
Employees
2
Volunteers
120
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

116 volunteers provide assistance with two events, success breakfast and ride for success bike ride. Both events require numerous hours of setup and cleanup. Both events have volunteers help with registration and check-in desks. In addition, the bike ride utilizes volunteers to man several break stations along each of the ride paths. Prior to the events, volunteers provide leg work for distributing posters and other marketing materials to inform public of the event itself. 4 volunteers provide office assistance through out the year in various capacities.

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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0125333
IRS990/SavingsAndTempCashInvstGrp/BOYAmt090
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01222
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0EVENTS - BREAKFAST & BIKE RIDE 212,001
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0560073
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0314890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0245605
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0101211
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08091
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01229870
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt022
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt084486
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt083422
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt060650
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt054365
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt013564
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0296487
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80570
IRS990ScheduleA/PublicSupportTotal170Amt01229870
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0560073
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0314890
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0245605
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0101211
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08091
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01229870
IRS990ScheduleA/TotalSupportAmt01526379
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt025000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17284
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GRANTS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/TotalLiabilityAmt032284
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt082583
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt082583
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07952
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SUCCESS BREAKFA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RIDE 4 SUCCESS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0112333
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt054736
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0167069
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt054736
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt084486
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt076534
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07952
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0887
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07065
IRS990ScheduleG/LicensedStatesCd0CO
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0507770
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0BLENDED LEARNING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WELD COUNTY DIST 6 SCHOOLS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01025 9TH AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GREELEY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd080631
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0116 VOLUNTEERS PROVIDE ASSISTANCE WITH TWO EVENTS, SUCCESS BREAKFAST AND RIDE FOR SUCCESS BIKE RIDE. BOTH EVENTS REQUIRE NUMEROUS HOURS OF SETUP AND CLEANUP. BOTH EVENTS HAVE VOLUNTEERS HELP WITH REGISTRATION AND CHECK-IN DESKS. IN ADDITION, THE BIKE RIDE UTILIZES VOLUNTEERS TO MAN SEVERAL BREAK STATIONS ALONG EACH OF THE RIDE PATHS. PRIOR TO THE EVENTS, VOLUNTEERS PROVIDE LEG WORK FOR DISTRIBUTING POSTERS AND OTHER MARKETING MATERIALS TO INFORM PUBLIC OF THE EVENT ITSELF. 4 VOLUNTEERS PROVIDE OFFICE ASSISTANCE THROUGH OUT THE YEAR IN VARIOUS CAPACITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GREG VOELZ CHAREE VOELZ DIRECTOR DIRECTOR SPOUSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2990 PREPARED BY ORGANIZATION'S TREASURER WHO IS A CPA. THE TREASURER HAS 25+ YEARS OF EXPERIENCE IN PREPARING FORM 990. DETAILED VOLUNTEER INFORMATION AND OPERATIONS INFORMATION PROVIDED BY EXECUTIVE DIRECTOR. COPIES OF 990 ARE MADE AVAILABLE TO EXECUTIVE COMMITTEE PRIOR TO TRANSMISSION TO IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBER WOULD RECUSE HIMSELF/HERSELF FROM VOTING AND FROM DISCUSSIONS PRIOR TO ANY VOTE OF WHICH THE BOARD MEMBER MAY RECEIVE A BENEFIT. AT BEGINNING OF EACH YEAR, BOARD MEMBERS ARE ASKED TO RENEW THEIR ACKNOWLEDGEMENT OF ADHERING TO THE CONFLICT OF INTEREST POLICY AND PROVIDING INFORMATION REGARDING ANY KNOWN CONFLICTS AT THAT TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GUIDESTAR.ORG OR UPON WRITTEN REQUEST TO THE ORGANIZATION'S OFFICE LOCATED AT 1025 9TH AVE, GREELEY, CO 80631.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0105783
IRS990/TotalAssetsEOYAmt0157617
IRS990/TotalAssetsGrp/BOYAmt0105783
IRS990/TotalAssetsGrp/EOYAmt0157617
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0560073
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt026843
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014243
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0574075
IRS990/TotalFunctionalExpensesGrp/TotalAmt0615161
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02075
IRS990/TotalLiabilitiesEOYAmt032284
IRS990/TotalLiabilitiesGrp/BOYAmt02075
IRS990/TotalLiabilitiesGrp/EOYAmt032284
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0103708
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0125333
IRS990/TotalProgramServiceExpensesAmt0574075
IRS990/TotalReportableCompFromOrgAmt026516
IRS990/TotalRevenueGrp/ExclusionAmt076713
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0636786
IRS990/TotalVolunteersCnt0120
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0105783
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0157617
IRS990/TravelGrp/FundraisingAmt057
IRS990/TravelGrp/ManagementAndGeneralAmt0133
IRS990/TravelGrp/ProgramServicesAmt0191
IRS990/TravelGrp/TotalAmt0381
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01025 9TH AVE
IRS990/USAddress/CityNm0GREELEY
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080631
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.D6SUCCESSFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE HILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09703486362
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-29

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