SUCCESS FOUNDATION INC (EIN 461501902) - 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

2012

Legal Domicile

Principal Officer

EVA MOSKOWITZ

Phone

6462777170

Tax Period

2022-07-01 to 2023-06-30

SUCCESS FOUNDATION INC, founded in 2012, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2022. Revenue surged 205% from the prior year, signaling strong growth momentum. The organization ran a surplus of $345K, a strong 28% operating margin.

Mission

TO BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF SUCCESS ACADEMY CHARTER SCHOOLS, INC., A RELATED 501(C)(3) ORG.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,220,000

Program Service Revenue $0

Investment Income $151

Other Revenue $0

TOTAL REVENUE $1,220,151

Expense Breakdown

Grants Paid $0

Salaries & Benefits $802,733

Fundraising Expenses $0

Program Expenses $802,733

Other Expenses $72,685

TOTAL EXPENSES $875,418

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,220,151	$400,151	+2.0%
Expenses	$875,418	$825,995	+0.1%
Net Income	$344,733	$-425,844	-1.8%

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

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

$1,474,920

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EVA MOSKOWITZ	Chief Executive Officer	5.0	Officer	$780,000	$56,459	$1,018,977
SHABBIR AHMED	CHIEF FINANCIAL OFFICER	5.0	Officer	$0	$26,833	$455,943
JOEL GREENBLATT	CHAIRMAN	2.0	Officer Director	$0	$0	$0
RICH BARRERA	TREASURER	1.0	Officer Director	$0	$0	$0
KENT A YALOWITZ	SECRETARY	1.0	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	$1,220,151	$875,418	$409,224	$344,733
2022	$400,151	$825,995	$65,169	$-425,844
2021	$600,151	$801,477	$496,088	$-201,326
2020	$800,151	$606,478	$811,295	$193,673
2019	$900,140	$797,525	$916,776	$102,615
2018	$975,000	$817,691	$471,178	$157,309
2018	$975,000	$817,691	$471,178	$157,309

SUCCESS FOUNDATION INC