Civic Intelligence

Centers for Equity and Success Inc

EIN 94-2844443 • 501(c)3 • San Francisco, CA

Profile

To offer meaningful vocational and educational services for youth so that they may develop a positive self-image as well as a sense of hope and purpose for their future.

1449 Webster StreetSan Francisco, CA 94115

www.successcentersf.org

Siviq Scores

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

Liabilities / Assets

96th percentile

1.19x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

64th percentile

0.29x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

21st percentile

-8.9%

Higher net margin than 21% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

6th percentile

-20%

Faster asset growth than 6% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-11%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$2,184,440

Up $774,388 (+55%) from 2023

Liabilities

Up

$1,964,035

Up $289,129 (+17%) from 2023

Net Assets

Up

$220,405

Up $485,259 (+183%) from 2023

Revenue

Up

$7,700,581

Up $1,940,379 (+34%) from 2023

Expenses

Up

$7,215,322

Up $941,746 (+15%) from 2023

Net Income

Up

$485,259

Up $998,633 (+195%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $165,933Liabilities 2011: $11,757Net Assets 2011: $154,1762011Assets 2012: $191,128Liabilities 2012: $25,595Net Assets 2012: $165,5332012Assets 2013: $1,207,485Liabilities 2013: $55,885Net Assets 2013: $1,151,6002013Assets 2014: $1,021,175Liabilities 2014: $20,507Net Assets 2014: $1,000,6682014Assets 2015: $992,332Liabilities 2015: $69,210Net Assets 2015: $923,1222015Assets 2016: $1,066,418Liabilities 2016: $73,841Net Assets 2016: $992,5772016Assets 2017: $1,482,753Liabilities 2017: $285,977Net Assets 2017: $1,196,7762017Assets 2018: $1,538,373Liabilities 2018: $233,787Net Assets 2018: $1,304,5862018Assets 2019: $1,615,685Liabilities 2019: $251,809Net Assets 2019: $1,363,8762019Assets 2020: $1,412,962Liabilities 2020: $630,487Net Assets 2020: $782,4752020Assets 2021: $1,396,324Liabilities 2021: $429,442Net Assets 2021: $966,8822021Assets 2022: $1,762,635Liabilities 2022: $1,514,115Net Assets 2022: $248,5202022Assets 2023: $1,410,052Liabilities 2023: $1,674,906Net Assets 2023: -$264,8542023Assets 2024: $2,184,440Liabilities 2024: $1,964,035Net Assets 2024: $220,4052024

Highlighted filing

2024

Assets$2,184,440
Liabilities$1,964,035
Net Assets$220,405

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $723,854Expenses 2011: $743,974Net Income 2011: -$20,1202011Revenue 2012: $638,219Expenses 2012: $626,862Net Income 2012: $11,3572012Revenue 2013: $1,358,020Expenses 2013: $657,111Net Income 2013: $700,9092013Revenue 2014: $503,016Expenses 2014: $653,948Net Income 2014: -$150,9322014Revenue 2015: $980,768Expenses 2015: $1,058,314Net Income 2015: -$77,5462015Revenue 2016: $1,567,777Expenses 2016: $1,498,322Net Income 2016: $69,4552016Revenue 2017: $2,103,773Expenses 2017: $1,899,574Net Income 2017: $204,1992017Revenue 2018: $2,229,260Expenses 2018: $2,121,450Net Income 2018: $107,8102018Revenue 2019: $3,300,489Expenses 2019: $3,241,199Net Income 2019: $59,2902019Revenue 2020: $3,434,998Expenses 2020: $3,904,449Net Income 2020: -$469,4512020Revenue 2021: $5,395,447Expenses 2021: $5,211,040Net Income 2021: $184,4072021Revenue 2022: $6,476,121Expenses 2022: $7,140,900Net Income 2022: -$664,7792022Revenue 2023: $5,760,202Expenses 2023: $6,273,576Net Income 2023: -$513,3742023Revenue 2024: $7,700,581Expenses 2024: $7,215,322Net Income 2024: $485,2592024

Highlighted filing

2024

Revenue$7,700,581
Expenses$7,215,322
Net Income$485,259

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.18$1.96$0.22$7.70$7.22$0.49
2023Detailed filing. Detailed filing data is available for this year.$1.41$1.67$0.26$5.76$6.27$0.51
2022Detailed filing. Detailed filing data is available for this year.$1.76$1.51$0.25$6.48$7.14$0.66
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.43$0.97$5.40$5.21$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.63$0.78$3.43$3.90$0.47
2019Summary only. Only limited summary data is available for this year.$1.62$0.25$1.36$3.30$3.24$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.54$0.23$1.30$2.23$2.12$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.48$0.29$1.20$2.10$1.90$0.20
2016Summary only. Only limited summary data is available for this year.$1.07$0.07$0.99$1.57$1.50$0.07
2015Summary only. Only limited summary data is available for this year.$0.99$0.07$0.92$0.98$1.06$0.08
2014Summary only. Only limited summary data is available for this year.$1.02$0.02$1.00$0.50$0.65$0.15
2013Summary only. Only limited summary data is available for this year.$1.21$0.06$1.15$1.36$0.66$0.70
2012Summary only. Only limited summary data is available for this year.$0.19$0.03$0.17$0.64$0.63$0.01
2011Summary only. Only limited summary data is available for this year.$0.17$0.01$0.15$0.72$0.74$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 2, 2025
Return Version
2023v6.0
Gross Receipts
$7,700,581
Mission and Program Overview

Mission

To offer meaningful vocational and educational services for youth so that they may develop a positive self-image as well as a sense of hope and purpose for their future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$18,000$1,307,782▲ $1,289,782
Pledges and Grants Receivable$1,116,920$754,449▼ $362,471
Prepaid Expenses and Deferred Charges$61,049$74,357▲ $13,308
Land, Buildings, and Equipment, Net$5,000$4,000▼ $1,000
Cash and Non-Interest-Bearing Accounts$156,238$3,788▼ $152,450
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$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$1,410,052$2,184,440▲ $774,388
Other Assets Total$52,845$40,064▼ $12,781
Liabilities
Unsecured Notes Loans Payable-$917,264-
Accounts Payable and Accrued Expenses$695,929$907,303▲ $211,374
Deferred Revenue$443,177$123,536▼ $319,641
Other Liabilities$535,800$15,932▼ $519,868
Total Liabilities$1,674,906$1,964,035▲ $289,129
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-264,854$220,405▲ $485,259
Total Net Assets Fund Balance$-264,854$220,405▲ $485,259
Total Liabilities and Net Assets / Fund Balance$1,410,052$2,184,440▲ $774,388

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,000$3,000$7,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Liz Jackson-SimpsonCEOFT$215,817$215,817
Virginia PriceCOOFT$171,500$171,500
Katrina Jackson NaborChief HRFT$167,971$167,971
Adrian TrujilloCFOFT$165,000$165,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$6,275,831
Program Service Revenue
$58,429
Investment Income
$189,317
Other Revenue
$1,177,004
All Other Contributions
$639,981
Change in Net Assets
$485,259

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,700,581
Total Revenue per Audited Statements
$7,700,581
Total Revenue per Form 990
$7,700,581
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,799,486
Other Expenses$2,415,836
Total Fundraising Expense$127,031
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,184,183--$3,184,183
Current Officers, Directors, Trustees, and Key Employees$720,287$83,101$48,250$851,638
Fees for Services Other$389,216$261,556$62,053$712,825
Occupancy$507,311$636$535$508,482
Other Employee Benefits$443,195-$3,634$446,829
Payroll Taxes$313,158-$3,678$316,836
All Other Expenses$184,171$56,227$3,706$244,104
Fees for Services Accounting$236,936-$1,174$238,110
Insurance$107,539$1$756$108,296
Other Expenses$68,367$4,638$8$73,013
Interest-$41,952-$41,952
Travel$34,555$3,842$206$38,603
Office Expenses$34,931$2,120$40$37,091
Advertising$21,821$3,013$67$24,901
Total Functional Expenses$6,618,081$470,210$127,031$7,215,322

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,215,322
Total Expenses per Audited Statements$7,215,322
Total Expenses per Form 990$7,215,322
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
Lease liability$15,932
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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, Section A, Line 4

Amended of Article of Incorporation- changed name from Success Centers of San Francisco to CENTERS FOR EQUITY AND SUCCESS, INC. on November 24, 2019.

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

A copy of the Form 990 is provided to the board of directors for review and approval prior before filing with government entities.

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

Officers and Directors review for any potentialconflicts of interest annually. Any conflict of interest issue will bebrought in front of the Board for discussion and resolution.

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

ED performance and salary is annually reviewed, set, and approved by the Board of Directors. Any COLA increases, when applicable, are approved as part of the regular budget process as they are given to the entire staff.

Form 990, Part VI, Section C, Line 19

Provide immediately to parties upon request.

Filing and Contact Details

Filer

Filer Name
Centers for Equity and Success Inc
EIN
94-2844443
Phone
4157537690
Address
1449 Webster Street, San Francisco, CA 94115

Signing Officer

Name
Adrian Trujillo
Title
CFO
Signed
2025-05-02
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
112
Volunteers
6

Preparer

Firm
Allan Liu CPA
Address
201 WILLOW AVE, MILLBRAE, CA 94030
Preparer
Allan Liu
Phone
6506921172
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

OTHER PROGRAM SERVICES 4: Youth Employment $ Training-Success Centers offers training in the skills that lead to meaningful employment for young people ages 16 to 24. At every step, we meet the various needs of our participants. Participants often engage in New Directions programs while also completing their education at Success Centers. OTHER PROGRAM SERVICES 5: Arts- We recognize that the arts have unique power, enhancing academic and professional achievement, spotlighting the expressive voices of our community, and serving as a source for healing, liberation, and advocacy.Current programming includes visual arts, improvisation arts, and digital arts. virtual and in person offerings take place at the Juvenile Justice Center in San Francisco, Maguire Correctional Facility in San Mateo, Youth Service Center in San Mateo, Success Centers Oakland, and the Education & Employment Training Center in San Francisco. OTHER PROGRAM SERVICES 6: Effective July 1, 2023, Success Centers entered into an Assignment and Assumption Agreement with Renaissance Parents of Success to assume fiscal sponsorship of The Village Project. As a result, Success Centers began serving as the fiscal sponsor for The Village Project.During the 202324 fiscal year, Success Centers managed The Village Projects DCYF grant for the Out of School Time program. The grant period spanned from July 1, 2023, to June 30, 2024, with a total budget of $561,174. Of this amount, invoices totaling $561,022.92 were submitted. The DCYF grant has not been renewed for the subsequent year.Success Centers applied a 15% fiscal fee to all DCYF-related activities and a 10% fee to non-DCYF and administrative activities. Over the 202324 fiscal year, Success Centers earned a net fiscal fee of $17,318.62.

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