SUCCESS CAPITAL EXPANSION & DEVELOPMENT CORPORATION

EIN: 770047947 501(c)(3)

MODESTO, CA

Total Revenue
$866,560
Total Expenses
$870,899
Total Assets
$2,972,191
Net Assets
$1,938,500
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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
1984
Legal Domicile
CA
Phone
2095219372
Tax Period
2024-10-01 to 2025-09-30

SUCCESS CAPITAL EXPANSION & DEVELOPMENT CORPORATION, founded in 1984, is a small nonprofit that reported $867K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Net assets of $1.9M represent 27 months of operating reserves.

Mission

TO CREATE AND RETAIN JOBS IN CALIFORNIA BY PROVIDING LOANS TO SMALL BUSINESSES.

Program Service Accomplishments

Program 1
Expenses: $811,937

SMALL BUSINESS LOAN PROGRAMS DESIGNED TO PROVIDE CAPITAL FOR BUSINESS DEVELOPMENT AND EXPANSION RESULTING IN EMPLOYMENT OPPORTUNITIES AND AREA ECONOMIC DEVELOPMENT TO RESIDENTS OF CALIFORNIA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $847,072
Investment Income $19,488
Other Revenue $0
TOTAL REVENUE $866,560

Expense Breakdown

Grants Paid $0
Salaries & Benefits $578,847
Fundraising Expenses $0
Program Expenses $811,937
Other Expenses $292,052
TOTAL EXPENSES $870,899

Year-over-Year Comparison

2024 2023 Change
Revenue $866,560 $1,002,158 -0.1%
Expenses $870,899 $743,619 +0.2%
Net Income $-4,339 $258,539 -1.0%
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

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Governance

Voting Members
10
Independent Members
10
Employees
5
Volunteers
10

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
7
$170,538
Total Directors
10
$170,538
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARSHA CARR President & CEO 40.00
Officer Director
$170,538 $0 $170,538
PAUL CARUSO PAST CHAIRPERSO 1.00
Officer Director
$0 $0 $0
KURTIS CLARK BOARD MEMBER 1.00
Director
$0 $0 $0
JANET L JENKINS 2ND VICE CHAIR 1.00
Officer Director
$0 $0 $0
DANIEL GARCIA 1ST VICE CHAIR 1.00
Officer Director
$0 $0 $0
WONDERLY CORREIA BOARD MEMBER 0.00
Director
$0 $0 $0
ELIZABETH JONES CHAIRPERSON 1.00
Officer Director
$0 $0 $0
MIKE RODRIGUES Secretary 1.00
Officer Director
$0 $0 $0
DENNIS WILSON Treasurer 1.00
Officer Director
$0 $0 $0
DIANE CORREIA 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 $866,560 $870,899 $2,972,191 $-4,339
2024 $1,002,158 $743,619 $2,816,404 $258,539
2023 $803,770 $648,763 $2,670,814 $155,007
2023 $803,770 $648,763 $2,670,814 $155,007
2022 $973,986 $756,161 $2,493,619 $217,825
2021 $1,235,968 $648,075 $1,988,305 $587,893
2020 $664,287 $572,947 $1,410,511 $91,340
2019 $672,646 $539,116 $1,293,370 $133,530
2018 $508,567 $486,094 $1,167,580 $22,473
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