SUCCESS TOGETHER INC (EIN 364960095) - 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

2020

Legal Domicile

Phone

5594920802

Tax Period

2023-07-01 to 2024-06-30

SUCCESS TOGETHER INC, founded in 2020, is a small nonprofit in the Education sector that reported $580K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $641K exceeded revenue, resulting in a 11% operating deficit.

Mission

SUCCESS TOGETHER OFFERS SERVICES THROUGH PARTNERSHIP WITH LOCAL SCHOOL DISTRICTS, IN ORDER TO HELP PARENT'S HELP THEIR CHILDREN SUCCEED AND IMPROVE THE QUALITY OF LIFE FOR CHILDREN AND FAMILIES FROM ALL WALKS OF LIFE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $580,252

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $580,252

Expense Breakdown

Grants Paid $0

Salaries & Benefits $463,590

Fundraising Expenses $0

Program Expenses $467,436

Other Expenses $177,591

TOTAL EXPENSES $641,181

Year-over-Year Comparison

	2023	2022	Change
Revenue	$580,252	$653,203	-0.1%
Expenses	$641,181	$616,492	+0.0%
Net Income	$-60,929	$36,711	-2.7%

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

N/A

Employees

Volunteers

N/A

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

$81,885

Total Directors

$81,885

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATALI CARRERA	President	40.00	Officer Director	$81,885	$0	$81,885
CHARLIE REYNOLDS	Vice President	1.00	Officer	$0	$0	$0
OFELIA GONZALEZ	Secretary	1.00	Officer	$0	$0	$0
STEPHANIE REGEVIG	Treasurer	1.00	Officer	$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	No data	No data	No data	No data
2024	$580,252	$641,181	$43,825	$-60,929
2023	$653,203	$616,492	$87,643	$36,711
2022	$413,345	$462,378	$48,825	$-49,033
2021	$275,974	$175,561	$97,240	$100,413

SUCCESS TOGETHER INC