Civic Intelligence

Success Charities Inc.

990EZ • Fiscal year 2023 • EIN 87-3469535

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 14, 2024

Organization Profilesuccesscharites.org
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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

60th percentile

9.1%

Higher net margin than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

67th percentile

13%

Faster asset growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-76%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$22,269

Up $2,553 (+13%) from 2022

Net Assets

Up

$22,269

Up $2,553 (+13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin60th percentile

Revenue

Down

$28,086

Down $89,503 (-76%) from 2022

Expenses

Down

$25,533

Down $72,340 (-74%) from 2022

Net Income

Down

$2,553

Down $17,163 (-87%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

2023

Assets$22,269
Liabilities$0
Net Assets$22,269
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

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

2023

Revenue$28,086
Expenses$25,533
Net Income$2,553
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 14, 2024
Return Version
2023v5.0
Gross Receipts
$40,926
Mission and Program Overview

Mission

To help others and elevate our community

Program Services

DescriptionGrantsExpenses
To give back to our community, to seek out a need and fill it. To raise funds for specific goals, including giving for scholarships-$21,220
To raise funds to provide cancer care totes that are given to patients and those going through cancer treatments-$12,232
Create a special need special ed prom-$608
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Project Hope-$-15,585-$-15,585
Total Events-$-15,585-$-15,585
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 Williams
Title
President
Signed
2024-04-14
Discuss with paid preparer
Yes

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 23,720”

Description of other expenses Part I line 16

“Description AmountD and O Insurance 1,521”

Raw XML Appendix170 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Templeton
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093465
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
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/PersonNm6Daryl Stoltz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01521
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0292
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1To raise funds to provide cancer care totes that are given to patients and those going through cancer treatments
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Create a special need special ed prom
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021220
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112232
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2608
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012840
IRS990EZ/SpecialEventsNetIncomeLossAmt04245
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025533
IRS990EZ/TotalProgramServiceExpensesAmt034060
IRS990EZ/TotalRevenueAmt028086
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023841
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt042563
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt066404
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt017085
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt091716
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0108801
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IRS990ScheduleA/Total509Grp/TotalAmt0175205
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0134279
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0175205
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt015585
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt015585
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Project Hope
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0-15585
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0-15585
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-15585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Grants Grantee Various Relationship None Amount 23,720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountD and O Insurance 1,521
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Elissa Williams
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-14
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-04-15T18:42:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Elissa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Williams
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,269
Liabilities
$0
Net assets
$22,269
Revenue
$28,086
Expenses
$25,533
Net income
$2,553
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.36$0.39$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.28$0.26$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$1.18$0.98$0.20