Civic Intelligence

Success Together Inc

EIN 36-4960095 • 501(c)3 • Fresno, CA

Profile

Success together offers services through partnership with local school districts, in order to help parent's help their children succeed and improve the quality of life for children and families from all walks of life.

2547 W Shaw Avenue 113Fresno, CA 93711

www.sucesstogetherk12.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

67th percentile

15%

Higher net margin than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

65th percentile

$96,284

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

98th percentile

333%

Faster asset growth than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

90th percentile

94%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$189,685

Up $145,860 (+333%) from 2024

Liabilities

Down

$1,775

Down $18,061 (-91%) from 2024

Net Assets

Up

$187,910

Up $163,921 (+683%) from 2024

Revenue

Up

$1,125,468

Up $545,216 (+94%) from 2024

Expenses

Up

$961,547

Up $320,366 (+50%) from 2024

Net Income

Up

$163,921

Up $224,850 (+369%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2021: $97,240Liabilities 2021: $0Net Assets 2021: $97,2402021Assets 2022: $48,825Liabilities 2022: $618Net Assets 2022: $48,2072022Assets 2023: $87,643Liabilities 2023: $2,725Net Assets 2023: $84,9182023Assets 2024: $43,825Liabilities 2024: $19,836Net Assets 2024: $23,9892024Assets 2025: $189,685Liabilities 2025: $1,775Net Assets 2025: $187,9102025

Highlighted filing

2025

Assets$189,685
Liabilities$1,775
Net Assets$187,910

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2021: $275,974Expenses 2021: $175,561Net Income 2021: $100,4132021Revenue 2022: $413,345Expenses 2022: $462,378Net Income 2022: -$49,0332022Revenue 2023: $653,203Expenses 2023: $616,492Net Income 2023: $36,7112023Revenue 2024: $580,252Expenses 2024: $641,181Net Income 2024: -$60,9292024Revenue 2025: $1,125,468Expenses 2025: $961,547Net Income 2025: $163,9212025

Highlighted filing

2025

Revenue$1,125,468
Expenses$961,547
Net Income$163,921

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$1,125,468
Mission and Program Overview

Mission

Success together offers services through partnership with local school districts, in order to help parent's help their children succeed and improve the quality of life for children and families from all walks of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$43,825$189,685▲ $145,860
Savings and Temporary Cash Investments-$0-
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$43,825$189,685▲ $145,860
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$19,836$1,775▼ $18,061
Total Liabilities$19,836$1,775▼ $18,061
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$23,989$187,910▲ $163,921
Total Net Assets Fund Balance$23,989$187,910▲ $163,921
Total Liabilities and Net Assets / Fund Balance$43,825$189,685▲ $145,860
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Natali CarreraPresidentFT$96,284$96,284

Board Members and Trustees

NameTitle
Charlie ReynoldsVice President
Ofelia GonzalezSecretary
Stephanie RegevigTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,125,468
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,125,468
Change in Net Assets
$163,921
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$632,590
Other Expenses$328,957
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$438,272$53,546-$491,818
Current Officers, Directors, Trustees, and Key Employees$48,142$48,142-$96,284
Office Expenses-$45,072-$45,072
Payroll Taxes$31,142$13,346-$44,488
All Other Expenses$22,300$9,108-$31,408
Travel$10,038$3,346-$13,384
Other Expenses$9,311$11,563-$11,563
Insurance$5,549$4,877-$10,426
Advertising$4,375--$4,375
Fees for Services Accounting-$1,747-$1,747
Information Technology$1,191$397-$1,588
Interest-$779-$779
Fees for Services Other-$100-$100
Total Functional Expenses$765,534$196,013$0$961,547
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Success Together Inc
EIN
36-4960095
Phone
5594920802
Address
2547 W SHAW AVENUE 113, FRESNO, CA 93711

Signing Officer

Name
Natali Carrera
Title
President
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Formed
2020
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
56

Preparer

Firm
Ryan Christie Quinn Baker & Oakes
Address
575 E LOCUST 102, FRESNO, CA 93720
Preparer
Rhiannon Oakes
Phone
5594388700
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0196013
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0765534
IRS990/TotalFunctionalExpensesGrp/TotalAmt0961547
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt019836
IRS990/TotalLiabilitiesEOYAmt01775
IRS990/TotalLiabilitiesGrp/BOYAmt019836
IRS990/TotalLiabilitiesGrp/EOYAmt01775
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt023989
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0187910
IRS990/TotalProgramServiceExpensesAmt0765534
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt096284
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01125468
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt043825
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0189685
IRS990/TravelGrp/ManagementAndGeneralAmt03346
IRS990/TravelGrp/ProgramServicesAmt010038
IRS990/TravelGrp/TotalAmt013384
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt02547 W SHAW AVENUE 113
IRS990/USAddress/CityNm0FRESNO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093711
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.SUCESSTOGETHERK12.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALI CARRERA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUCCESS TOGETHER INC
ReturnHeader/Filer/BusinessNameControlTxt0SUCC
ReturnHeader/Filer/EIN0364960095
ReturnHeader/Filer/PhoneNum05594920802
ReturnHeader/Filer/USAddress/AddressLine1Txt02547 W SHAW AVENUE 113
ReturnHeader/Filer/USAddress/CityNm0FRESNO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093711
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941681884
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RYAN CHRISTIE QUINN BAKER & OAKES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0575 E LOCUST 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRESNO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093720
ReturnHeader/PreparerPersonGrp/PhoneNum05594388700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rhiannon Oakes
ReturnHeader/ReturnTs02025-11-10T11:45:53-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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