Civic Intelligence

Success Charities Inc.

990EZ • Fiscal year 2022 • EIN 87-3469535

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 12, 2023

408 S Main St suite 120Templeton, CA 93465

(805) 434-2737

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

67th percentile

17%

Higher net margin than 67% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

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

Source year 2022

Revenue Growth

Score unavailable

No value available

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

Source year 2022

Assets

$19,716

No earlier filing loaded for comparison.

Net Assets

$19,716

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$117,589

No earlier filing loaded for comparison.

Expenses

$97,873

No earlier filing loaded for comparison.

Net Income

$19,716

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.

$30K$20K$10K$0Assets 2022: $19,716Liabilities 2022: $0Net Assets 2022: $19,7162022Assets 2023: $22,269Liabilities 2023: $0Net Assets 2023: $22,2692023Assets 2024: $19,500Liabilities 2024: $0Net Assets 2024: $19,5002024

Highlighted filing

2022

Assets$19,716
Liabilities$0
Net Assets$19,716

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2022: $117,589Expenses 2022: $97,873Net Income 2022: $19,7162022Revenue 2023: $28,086Expenses 2023: $25,533Net Income 2023: $2,5532023Revenue 2024: $36,240Expenses 2024: $39,009Net Income 2024: -$2,7692024

Highlighted filing

2022

Revenue$117,589
Expenses$97,873
Net Income$19,716
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 12, 2023
Return Version
2022v5.0
Gross Receipts
$137,279
Mission and Program Overview

Mission

To help others and elevate our community

Program Services

DescriptionGrantsExpenses
To raise funds to helps seniors and veterans$73,600$93,290
To give back to our community, to seek out a need and fill it. To raise funds for specific goals$23,350$923
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elissa WilliamsPresidentPT$0--
Brian ThorndykeVice President-$0--
Rebecca RepettoTreasurer-$0--
Sue KretzuSecretaryPT$0--
Gwen SeversonDirector-$0--
John DonaldsonDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cheers Chari$91,716$91,716$12,240$79,476
Total Events$91,716$91,716$19,690$72,026
Filing and Contact Details

Filer

Filer Name
Success Charities
EIN
87-3469535
Address
408 S Main St suite 120, Templeton, CA 93465

Signing Officer

Name
Elissa K Williams
Title
President
Signed
2023-11-12
Discuss with paid preparer
No

Preparer

Firm
Der Bookkeeping and Tax Service
Address
424 W SHAW AVE, Fresno, CA 93704
Preparer
Elissa K Williams
Phone
5592262377
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity Grants Grantee Various Relationship None Amount 61,950Activity Fundraiser Cheers to Charity Grantee Operation Surf Street 80 San Francisco St City, State, Zip Avila Beach, CA 93424Relationship None Amount 10,000Activity Fundraiser Cheers to Charity Grantee Honor Flight Street PO Box 1750 City, State, Zip Paso Robles, CA 93447Relationship None Amount 10,000Activity Fundraiser Cheers to Charity Grantee Mighty Oaks Foundation Street 33134 Magnolia Circle, Unit 10 City, State, Zip Magnolia, TX 77354Relationship None Amount 5,000Activity Fundraiser Cheers to Charity Grantee Wilshire Hospice Street 277 South St Suite R City, State, Zip San Luis Obispo, CA 93401Relationship None Amount 5,000Activity Fundraiser Cheers to Charity Grantee Hospice of SLO County Street 1304 Pacific Street City, State, Zip San Luis Obispo, CA 93401Relationship None Amount 5,000

Raw XML Appendix173 raw XML fields

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

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Elissa K Williams
IRS990EZ/BooksInCareOfDetail/PhoneNum08054342737
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0408 S Main St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Templeton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093465
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019716
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt045563
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019716
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019716
IRS990EZ/FundraisingGrossIncomeAmt091716
IRS990EZ/GrantsAndSimilarAmountsPaidAmt096950
IRS990EZ/GrossReceiptsAmt0137279
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019716
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019716
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Elissa Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brian Thorndyke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rebecca Repetto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sue Kretzu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Gwen Severson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5John Donaldson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To help others and elevate our community
IRS990EZ/PrintingPublicationsPostageAmt0923
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To give back to our community, to seek out a need and fill it. To raise funds for specific goals
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1To raise funds to helps seniors and veterans
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023350
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt173600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0923
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt193290
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019690
IRS990EZ/SpecialEventsNetIncomeLossAmt072026
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt097873
IRS990EZ/TotalProgramServiceExpensesAmt094213
IRS990EZ/TotalRevenueAmt0117589
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0successcharites.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt042563
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt042563
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt091716
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt091716
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0134279
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0134279
IRS990ScheduleA/Total509Grp/TotalAmt0134279
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0134279
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0134279
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019690
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02295
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02295
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Cheers Chari
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05155
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05155
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt091716
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt091716
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt091716
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt091716
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt072026
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012240
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Grants Grantee Various Relationship None Amount 61,950Activity Fundraiser Cheers to Charity Grantee Operation Surf Street 80 San Francisco St City, State, Zip Avila Beach, CA 93424Relationship None Amount 10,000Activity Fundraiser Cheers to Charity Grantee Honor Flight Street PO Box 1750 City, State, Zip Paso Robles, CA 93447Relationship None Amount 10,000Activity Fundraiser Cheers to Charity Grantee Mighty Oaks Foundation Street 33134 Magnolia Circle, Unit 10 City, State, Zip Magnolia, TX 77354Relationship None Amount 5,000Activity Fundraiser Cheers to Charity Grantee Wilshire Hospice Street 277 South St Suite R City, State, Zip San Luis Obispo, CA 93401Relationship None Amount 5,000Activity Fundraiser Cheers to Charity Grantee Hospice of SLO County Street 1304 Pacific Street City, State, Zip San Luis Obispo, CA 93401Relationship None Amount 5,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Elissa K Williams
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Success Charities
ReturnHeader/Filer/BusinessNameControlTxt0SUCC
ReturnHeader/Filer/EIN0873469535
ReturnHeader/Filer/USAddress/AddressLine1Txt0408 S Main St suite 120
ReturnHeader/Filer/USAddress/CityNm0Templeton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093465
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800209292
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DER BOOKKEEPING AND TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0424 W SHAW AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fresno
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093704
ReturnHeader/PreparerPersonGrp/PhoneNum05592262377
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELISSA K WILLIAMS
ReturnHeader/ReturnTs02023-11-16T12:51:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Elissa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Williams
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings