The Success Foundation Serving Greeley-Evans Schools Inc

EIN: 273567674 501(c)(3) Education

Greeley, CO

Total Revenue
$2,668,817
Total Expenses
$2,173,380
Total Assets
$1,039,989
Net Assets
$1,020,486
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
CO
Principal Officer
Julie Hill
Phone
9703486362
Tax Period
2023-01-01 to 2023-12-31

The Success Foundation Serving Greeley-Evans Schools Inc, founded in 2010, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $495K, a strong 19% operating margin.

Mission

The Success Foundation exists to build partnerships, engage the community, and bring resources to support the education of our children in District 6, Greeley-Evans, Colorado

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,600,354
Program Service Revenue $0
Investment Income $18,656
Other Revenue $49,807
TOTAL REVENUE $2,668,817

Expense Breakdown

Grants Paid $2,042,176
Salaries & Benefits $0
Fundraising Expenses $21,081
Program Expenses $2,095,304
Other Expenses $131,204
TOTAL EXPENSES $2,173,380

Year-over-Year Comparison

2023 2022 Change
Revenue $2,668,817 $2,258,173 +0.2%
Expenses $2,173,380 $2,589,781 -0.2%
Net Income $495,437 $-331,608 -2.5%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
25

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✓ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Terry Bielinski Board Member 1.00
Director
$0 $0 $0
Joshua Polson Marketing 1.00
Director
$0 $0 $0
Julie Hill Executive Dir. 40.00
Officer Director
$0 $0 $0
Craig Kingman Board Member 1.00
Director
$0 $0 $0
Dr Dirdre Pilch Ex-Officio 1.00
Director
$0 $0 $0
Meggan Sponsler Ex-Officio 1.00
Director
$0 $0 $0
Cathi Entwistle Board Member 1.00
Director
$0 $0 $0
Darla Francies Board Member 1.00
Director
$0 $0 $0
Kendall Reck Special Events 1.00
Director
$0 $0 $0
Sara Potter Treasurer 1.00
Officer Director
$0 $0 $0
Lindsay Salazar Board Member 1.00
Director
$0 $0 $0
Neal Kingman Board Member 1.00
Director
$0 $0 $0
Kelly Zeillmann President 1.00
Officer Director
$0 $0 $0
Erik Knoche Resource Dev. 1.00
Director
$0 $0 $0
John Schuttler Vice President 1.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $2,668,817 $2,173,380 $1,039,989 $495,437
2022 $2,258,173 $2,589,781 $531,252 $-331,608
2021 $1,388,560 $834,005 $864,796 $554,555
2020 $875,206 $726,802 $339,828 $148,404
2019 $593,171 $564,806 $297,353 $28,365
2018 $636,786 $615,161 $157,617 $21,625
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