Civic Intelligence

Success Institute Inc.

990 • Fiscal year 2018 • EIN 33-0705363

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 04, 2019

10722 Arrow RouteRancho Cucamonga, CA 91730

(909) 481-0270

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

97th percentile

$83,200

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 188.2% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

62nd percentile

9.5%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

13th percentile

-41%

Faster revenue growth than 13% of similar nonprofits.

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

Assets

Up

$218,525

Up $18,974 (+9.5%) from 2017

Net Assets

Up

$218,525

Up $18,974 (+9.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$44,211

Down $30,249 (-41%) from 2017

Expenses

Down

$25,237

Down $23,902 (-49%) from 2017

Net Income

Down

$18,974

Down $6,347 (-25%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $104,634Liabilities 2013: $21,020Net Assets 2013: $83,6142013Assets 2014: $101,305Liabilities 2014: $5,630Net Assets 2014: $95,6752014Assets 2015: $143,290Liabilities 2015: $12,420Net Assets 2015: $130,8702015Assets 2016: $181,277Liabilities 2016: $7,047Net Assets 2016: $174,2302016Assets 2017: $199,551Liabilities 2017: $0Net Assets 2017: $199,5512017Assets 2018: $218,525Liabilities 2018: $0Net Assets 2018: $218,5252018Assets 2019: $187,763Liabilities 2019: $0Net Assets 2019: $187,7632019Assets 2020: $158,736Liabilities 2020: $0Net Assets 2020: $158,7362020Assets 2021: $126,557Liabilities 2021: $0Net Assets 2021: $126,5572021Assets 2022: $18,477Liabilities 2022: $0Net Assets 2022: $18,4772022Assets 2023: $5,704Liabilities 2023: $0Net Assets 2023: $5,7042023Assets 2024: $10,141Liabilities 2024: $0Net Assets 2024: $10,1412024

Highlighted filing

2018

Assets$218,525
Liabilities$0
Net Assets$218,525

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2013: $116,405Expenses 2013: $50,441Net Income 2013: $65,9642013Revenue 2014: $65,920Expenses 2014: $53,859Net Income 2014: $12,0612014Revenue 2015: $84,736Expenses 2015: $49,541Net Income 2015: $35,1952015Revenue 2016: $72,400Expenses 2016: $29,040Net Income 2016: $43,3602016Revenue 2017: $74,460Expenses 2017: $49,139Net Income 2017: $25,3212017Revenue 2018: $44,211Expenses 2018: $25,237Net Income 2018: $18,9742018Revenue 2019: $23,171Expenses 2019: $53,933Net Income 2019: -$30,7622019Revenue 2020: $16,313Expenses 2020: $45,340Net Income 2020: -$29,0272020Revenue 2021: $40,224Expenses 2021: $72,403Net Income 2021: -$32,1792021Revenue 2022: $21,024Expenses 2022: $129,104Net Income 2022: -$108,0802022Revenue 2023: $2,826Expenses 2023: $15,599Net Income 2023: -$12,7732023Revenue 2024: $18,000Expenses 2024: $13,563Net Income 2024: $4,4372024

Highlighted filing

2018

Revenue$44,211
Expenses$25,237
Net Income$18,974
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 4, 2019
Return Version
2018v3.1
Gross Receipts
$44,211
Mission and Program Overview

Mission

To provide at-risk and disadvantaged young adults practical and life skills, education, training and character development that will lead them to acheive self-sufficiency and increasing levels of authentic success.

To provide at-risk and disadvantaged young adults practical and life skills and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$130,149$166,361▲ $36,212
Cash and Non-Interest-Bearing Accounts$69,402$52,164▼ $17,238
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$199,551$218,525▲ $18,974
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$67,735$183,428▲ $115,693
Temporarily Rstr Net Assets$129,888$33,169▼ $96,719
Permanently Rstr Net Assets$1,928$1,928→ $0
Total Net Assets Fund Balance$199,551$218,525▲ $18,974
Total Liabilities and Net Assets / Fund Balance$199,551$218,525▲ $18,974

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$131,816$44,125--$162,181
2017$127,816$14,540--$131,816
2016$80,816$57,750--$127,816
2015$87,066$1,375--$80,816
2014$90,327$2,739--$87,066
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Judy TakanoTrustee-$83,200$83,200
Teresa TaylorTrustee-$83,200$83,200
Cristine HoldawaySecretaryPT$22,653$22,653

Board Members and Trustees

NameTitle
Becky KempPresident
Kristen EarlTrustee
Robin MasiewiczTrustee
Bonnie LangeTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$23,000
Program Service Revenue
$21,125
Investment Income
$86
Other Revenue
$0
All Other Contributions
$23,000
Change in Net Assets
$18,974
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,760
Other Expenses$11,477
Total Fundraising Expense$807
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$13,760--$13,760
Other Expenses$5,005--$5,005
Fees for Services Accounting-$1,875-$1,875
Conferences and Meetings$497$828$331$1,656
Information Technology-$900-$900
Travel$322$403$173$898
Occupancy$645-$100$745
Advertising$100-$203$303
Fees for Service Investment Mgmnt Fees-$95-$95
Total Functional Expenses$20,329$4,101$807$25,237
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Form 990, Part VI, Section A, Line 2: Two board members are sisters, each having voting rights.

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990, Part VI, Section B, Line 11b: All board members are emailed a copy of the tax return for approval prior to submission.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Form 990, Part VI, Section B, Line 12c: At the annual retreat the conflict of interest policy is reviewed.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Form 990, Part VI, Section C, Line 19: Upon written request the Organization will make available all governing documents, policies and financial statements.

Filing and Contact Details

Filer

Filer Name
Success Institute Inc
EIN
33-0705363
Phone
9094810270
Address
10722 Arrow Route, Rancho Cucamonga, CA 91730

Signing Officer

Name
Bonnie Lange
Title
Treasurer
Phone
9094810270
Signed
2019-10-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Becky Kemp
Formed
2007
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
5
Employees
0
Volunteers
10

Preparer

Firm
Cristine Holdaway Accounting
Address
5351 Running Creek Ln, Rancho Cucamonga, CA 91737-6704
Preparer
Cristine Holdaway
Phone
9098517473
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2: New Services

We have provided funds to sponsor two college success and guidance specialists to assist at-risk young adults in applying for college programs, applying to receive financial aid, and developing a plan for educational success.

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

Part V, Line 4: Funds are to be used for scholarships, leadership training activities and college guidance. Funds from the Wilmas grant are to be used for leadership activities in the High Desert areas.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025970
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035141
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt031932
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0141602
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt087
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt087
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt021125
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt048715
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt046430
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt049595
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt033974
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0199839
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt087
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt087
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.77810
IRS990ScheduleA/PublicSupportPY509Pct00.78430
IRS990ScheduleA/PublicSupportTotal509Amt0265726
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt043715
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt012000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt075715
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt010000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt043715
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt012000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt075715
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt044125
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt074274
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt084736
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065906
IRS990ScheduleA/Total509Grp/TotalAmt0341441
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt044212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt074274
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt072400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt084736
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt065906
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0341528
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0131816
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt044125
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0162181
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt013760
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0127816
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt014540
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0131816
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt010540
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt080816
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt057750
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0127816
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt010750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt087066
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01375
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt080816
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt07625
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt090327
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02739
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt087066
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt06000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.01000
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Part V, Line 4: Funds are to be used for scholarships, leadership training activities and college guidance. Funds from the Wilmas grant are to be used for leadership activities in the High Desert areas.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.99000
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt13760
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarship
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0Individual scholarships and grants
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc1individual scholarships and grants
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt17
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0We have provided funds to sponsor two college success and guidance specialists to assist at-risk young adults in applying for college programs, applying to receive financial aid, and developing a plan for educational success.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990, Part VI, Section A, Line 2: Two board members are sisters, each having voting rights.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990, Part VI, Section B, Line 11b: All board members are emailed a copy of the tax return for approval prior to submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990, Part VI, Section B, Line 12c: At the annual retreat the conflict of interest policy is reviewed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Form 990, Part VI, Section C, Line 19: Upon written request the Organization will make available all governing documents, policies and financial statements.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 2: New Services
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0330941305
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0S Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Career Counseling
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Career Institute Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt010722 Arrow Route Ste 808
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Rancho Cucamonga
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd091730
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false

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