Challenge Success (EIN 453767621) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

Gary Alpert

Phone

6507239250

Tax Period

2024-07-01 to 2025-06-30

Challenge Success, founded in 2011, is a community nonprofit in the Education sector that reported $2.1M in total revenue in fiscal year 2024. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $2.4M exceeded revenue, resulting in a 15% operating deficit.

Mission

Challenge Success partners with schools, families, and communities to embrace a broad definition of success and implement research-based strategies that promote student well-being and engagement with learning.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $834,002

Program Service Revenue $1,140,273

Investment Income $53,143

Other Revenue $73,659

TOTAL REVENUE $2,101,077

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,845,151

Fundraising Expenses $238,703

Program Expenses $1,734,104

Other Expenses $565,540

TOTAL EXPENSES $2,410,691

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,101,077	$3,847,543	-0.5%
Expenses	$2,410,691	$2,076,414	+0.2%
Net Income	$-309,614	$1,771,129	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

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

$202,996

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Megan Pacheco	Executive Dir.	40.00	Officer	$202,996	$0	$202,996
Sarah Miles	Dir. of Research	40.00		$140,305	$0	$140,305
Jonathan Kleiman	Sr. Design Partner	40.00		$127,160	$0	$127,160
Margaret Dunlap	School Design Ptr	40.00		$127,152	$0	$127,152
Kimberly Cawkwell	Dir. of Programs	40.00		$122,081	$0	$122,081
Tricia McEntee	Dir. of Fin. & Ops	40.00		$120,295	$0	$120,295
Sofi Frankowski	Board Member	1.00	Director	$0	$0	$0
Sharon Olken	Board Chair	1.00	Officer Director	$0	$0	$0
Mike Barker	Secretary	1.00	Officer Director	$0	$0	$0
Gary Alpert	Treasurer	1.00	Officer Director	$0	$0	$0
Dan Rosenthal	Board Member	1.00	Director	$0	$0	$0
Jeff Symonds	Governance Chr	1.00	Officer Director	$0	$0	$0
Kelli Tomlinson	Board Member	1.00	Director	$0	$0	$0
Rachel Skiffer	Board Member	1.00	Director	$0	$0	$0
Tesha McCord Poe	Board Member	1.00	Director	$0	$0	$0
Meeta Gaitonde	Board Member	1.00	Director	$0	$0	$0
Rebecca Sacerdoti	Board Member	1.00	Director	$0	$0	$0
Mark Boswell	Board Member	1.00	Director	$0	$0	$0
Jenny Fan Raj	Board Director	1.00	Director	$0	$0	$0
Annie Hall	Board Member	1.00	Director	$0	$0	$0
Naomi Meyers	Board Member	1.00	Director	$0	$0	$0
Sally Whipple	Finance Chair	1.00	Officer Director	$0	$0	$0
Mary Rose Fernandez	Board Member	1.00	Director	$0	$0	$0
Anupam Mishra	Board Member	1.00	Director	$0	$0	$0
Jeannette Schar	Board Member	1.00	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	$2,101,077	$2,410,691	$2,357,311	$-309,614
2024	$3,847,543	$2,076,414	$2,474,345	$1,771,129
2023	$1,921,261	$1,916,899	$844,158	$4,362
2021	$2,140,950	$1,680,107	$916,774	$460,843
2020	$1,490,489	$2,016,453	$709,329	$-525,964
2019	$2,011,853	$1,749,766	$969,487	$262,087
2018	$1,531,600	$1,432,549	$707,400	$99,051
2018	$1,531,600	$1,432,549	$707,400	$99,051

Challenge Success