Success Institute Inc (EIN 330705363) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

Judy Takano

Phone

9094810270

Tax Period

2025-01-01 to 2025-12-31

Success Institute Inc, founded in 2007, is a micro nonprofit in the Youth Development sector that reported $11K in total revenue in fiscal year 2025. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $4K, a strong 36% operating margin.

Mission

To provide at-risk and disadvantaged young adults practical and life skills and education.

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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%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $11,450

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $11,450

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $46

Program Expenses $7,109

Other Expenses $2,343

TOTAL EXPENSES $7,343

Year-over-Year Comparison

	2025	2024	Change
Revenue	$11,450	$18,000	-0.4%
Expenses	$7,343	$13,563	-0.5%
Net Income	$4,107	$4,437	-0.1%

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Becky Kemp	Secretary	5.00	Officer Director	$0	$0	$0
Bonnie Lange	Treasurer	5.00	Officer Director	$0	$0	$0
Cristine Holdaway	Controller	5.00	Officer Director	$0	$0	$0
Teresa Taylor	Trustee	1.00	Director	$0	$0	$0
Judy Takano	President	5.00	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
2025	$11,450	$7,343	$14,248	$4,107
2024	$18,000	$13,563	$10,141	$4,437
2023	$2,826	$15,599	$5,704	$-12,773
2022	$21,024	$129,104	$18,477	$-108,080
2021	$40,224	$72,403	$126,557	$-32,179
2020	$16,313	$45,340	$158,736	$-29,027
2019	$23,171	$53,933	$187,763	$-30,762
2018	$44,211	$25,237	$218,525	$18,974

Success Institute Inc