Civic Intelligence

Success Capital Expansion & Development Corporation

EIN 77-0047947 • 501(c)3 • Modesto, CA

Pub. 78 Eligible

View Organization Page

Profile

To create and retain jobs in california by providing loans to small businesses.

1301 L Street 4Modesto, CA 95354

www.successcapitalsba.com

Siviq Scores

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

Liabilities / Assets

76th percentile

0.35x

Higher debt load relative to assets than 76% of similar nonprofits.

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

Liabilities / Revenue

89th percentile

1.19x

Higher debt load relative to revenue than 89% of similar nonprofits.

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

Net Margin

37th percentile

-0.5%

Higher net margin than 37% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

54th percentile

5.5%

Faster asset growth than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

43rd percentile

3.8%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$2,972,191

Up $155,787 (+5.5%) from 2024

Liabilities

Up

$1,033,691

Up $160,126 (+18%) from 2024

Net Assets

Down

$1,938,500

Down $4,339 (-0.2%) from 2024

Operations
Liabilities / Revenue89th percentileNet Margin37th percentile

Revenue

Down

$866,560

Down $135,598 (-14%) from 2024

Expenses

Up

$870,899

Up $127,280 (+17%) from 2024

Net Income

Down

-$4,339

Down $262,878 (-102%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,444,773Liabilities 2011: $73,134Net Assets 2011: $1,371,6392011Assets 2012: $1,343,351Liabilities 2012: $37,130Net Assets 2012: $1,306,2212012Assets 2013: $1,323,347Liabilities 2013: $643,913Net Assets 2013: $679,4342013Assets 2014: $1,241,353Liabilities 2014: $623,182Net Assets 2014: $618,1712014Assets 2015: $1,237,050Liabilities 2015: $628,453Net Assets 2015: $608,5972015Assets 2016: $1,166,698Liabilities 2016: $622,422Net Assets 2016: $544,2762016Assets 2017: $1,173,792Liabilities 2017: $663,209Net Assets 2017: $510,5832017Assets 2018: $1,167,580Liabilities 2018: $634,524Net Assets 2018: $533,0562018Assets 2019: $1,293,370Liabilities 2019: $626,784Net Assets 2019: $666,5862019Assets 2020: $1,410,511Liabilities 2020: $652,585Net Assets 2020: $757,9262020Assets 2021: $1,988,305Liabilities 2021: $642,486Net Assets 2021: $1,345,8192021Assets 2022: $2,493,619Liabilities 2022: $964,327Net Assets 2022: $1,529,2922022Assets 2023: $2,670,814Liabilities 2023: $986,515Net Assets 2023: $1,684,2992023Assets 2024: $2,816,404Liabilities 2024: $873,565Net Assets 2024: $1,942,8392024Assets 2025: $2,972,191Liabilities 2025: $1,033,691Net Assets 2025: $1,938,5002025

Highlighted filing

2025

Assets$2,972,191
Liabilities$1,033,691
Net Assets$1,938,500
Open 2025 Filing

Operations Trend

Revenue Growth43rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $577,732Expenses 2011: $566,384Net Income 2011: $11,3482011Revenue 2012: $543,019Expenses 2012: $608,437Net Income 2012: -$65,4182012Expenses 2013: $570,7542013Revenue 2014: $520,405Expenses 2014: $581,668Net Income 2014: -$61,2632014Revenue 2015: $467,008Expenses 2015: $476,582Net Income 2015: -$9,5742015Revenue 2016: $423,187Expenses 2016: $487,508Net Income 2016: -$64,3212016Revenue 2017: $450,721Expenses 2017: $484,414Net Income 2017: -$33,6932017Revenue 2018: $508,567Expenses 2018: $486,094Net Income 2018: $22,4732018Revenue 2019: $672,646Expenses 2019: $539,116Net Income 2019: $133,5302019Revenue 2020: $664,287Expenses 2020: $572,947Net Income 2020: $91,3402020Revenue 2021: $1,235,968Expenses 2021: $648,075Net Income 2021: $587,8932021Revenue 2022: $973,986Expenses 2022: $756,161Net Income 2022: $217,8252022Revenue 2023: $803,770Expenses 2023: $648,763Net Income 2023: $155,0072023Revenue 2024: $1,002,158Expenses 2024: $743,619Net Income 2024: $258,5392024Revenue 2025: $866,560Expenses 2025: $870,899Net Income 2025: -$4,3392025

Highlighted filing

2025

Revenue$866,560
Expenses$870,899
Net Income-$4,339
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,972,191
Liabilities
$1,033,691
Net assets
$1,938,500
Revenue
$866,560
Expenses
$870,899
Net income
-$4,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.97$1.03$1.94$0.87$0.87$0.00
2024Detailed filing. Detailed filing data is available for this year.$2.82$0.87$1.94$1.00$0.74$0.26
2023Detailed filing. Detailed filing data is available for this year.$2.67$0.99$1.68$0.80$0.65$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.49$0.96$1.53$0.97$0.76$0.22
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.64$1.35$1.24$0.65$0.59
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.65$0.76$0.66$0.57$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.63$0.67$0.67$0.54$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.63$0.53$0.51$0.49$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.17$0.66$0.51$0.45$0.48$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.62$0.54$0.42$0.49$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.63$0.61$0.47$0.48$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.24$0.62$0.62$0.52$0.58$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.64$0.68$0.57
2012Summary only. Only limited summary data is available for this year.$1.34$0.04$1.31$0.54$0.61$0.07
2011Summary only. Only limited summary data is available for this year.$1.44$0.07$1.37$0.58$0.57$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 11, 2026
Return Version
2024v5.2
Gross Receipts
$866,560
Mission and Program Overview

Mission

To create and retain jobs in california by providing loans to small businesses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$848,355$1,079,018▲ $230,663
Other Notes and Loans Receivable, Net$855,652$898,737▲ $43,085
Cash and Non-Interest-Bearing Accounts$940,892$701,261▼ $239,631
Accounts Receivable$128,135$113,077▼ $15,058
Land, Buildings, and Equipment, Net$16,867$16,565▼ $302
Prepaid Expenses and Deferred Charges$8,260$8,035▼ $225
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,816,404$2,972,191▲ $155,787
Other Assets Total$18,243$155,498▲ $137,255
Liabilities
Deferred Revenue$767,341$771,794▲ $4,453
Other Liabilities$81,650$239,541▲ $157,891
Accounts Payable and Accrued Expenses$24,574$22,356▼ $2,218
Total Liabilities$873,565$1,033,691▲ $160,126
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,942,839$1,938,500▼ $4,339
Total Net Assets Fund Balance$1,942,839$1,938,500▼ $4,339
Total Liabilities and Net Assets / Fund Balance$2,816,404$2,972,191▲ $155,787

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$16,565$49,378$65,943
Other Assets Org$4,400--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Marsha CarrPresident & CEOFT$142,982$142,982

Board Members and Trustees

NameTitle
Elizabeth JonesChairperson
Paul CarusoPast Chairperso
Daniel Garcia1st Vice Chair
Janet L Jenkins2nd Vice Chair
Diane CorreiaBoard Member
Kurtis ClarkBoard Member
Wonderly CorreiaBoard Member
Mike RodriguesSecretary
Dennis WilsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$847,072
Investment Income
$19,488
Other Revenue
$0
Change in Net Assets
$-4,339
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$578,847
Other Expenses$292,052
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$351,476$27,038-$378,514
Current Officers, Directors, Trustees, and Key Employees$132,973$10,009-$142,982
Insurance$98,847$5,203-$104,050
Occupancy$58,085$3,057-$61,142
Fees for Services Accounting$37,003--$37,003
Payroll Taxes$33,979$2,834-$36,813
Office Expenses$23,419$1,233-$24,652
Pension Plan Contributions$19,056$1,482-$20,538
Travel$10,969--$10,969
Fees for Services Other$7,923$2,365-$10,288
Advertising$6,668$351-$7,019
Other Expenses$3,795$200-$3,995
All Other Expenses$2,468$130-$2,598
Total Functional Expenses$811,937$58,962$0$870,899
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$151,646
Customer Deposits$70,595
Allowance for Loan Losses$17,300
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The board of directors is elected by the members pursuant to section 5513 of the california non-profit corporation law. The members nominate and elect the board of directors at an annual meeting. Any changes in the bylaws are ratified by the board.”

Form 990, Part VI, Section A, Line 7B

“The small business administration must approve the governance structure of the corporation and give final approval of any loan packages to be funded under the 504 loan program.”

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

“A copy of form 990 is provided to the board prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The board review process includes inquiry if any conflict of interest arises.”

Form 990, Part VI, Section B, Line 15B

“The salary of the president of the corporation is approved by the board of directors after consideration is given to salaries paid to individuals with comparable positions in similar organizations.no other salaries are approved individually. However, the overall budget for salaries is approved as part of the operating budget each year. Salary surveys received from nadco are taken into consideration.”

Form 990, Part VI, Section C, Line 19

“Tax return and organizing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Success Capital Expansion & Development
EIN
77-0047947
Phone
2095219372
Address
1301 L STREET 4, MODESTO, CA 95354

Signing Officer

Name
Marsha Carr
Title
CEO
Signed
2026-02-11
Discuss with paid preparer
Yes

Organization Details

Formed
1984
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
5
Volunteers
10

Preparer

Firm
Hawks & Associates Cpas Inc
Address
39 N WASHINGTON ST STE A, SONORA, CA 95370
Preparer
Joshua D Bigelow
Phone
2095888760
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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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