Form 990 for tax year 2022
Filed by SUCCESS FOUNDATION SERVING GREELEY-EVANS SCHOOLS INC.
Totals
- Total revenue
- $2,258,173
- Total expenses
- $2,589,781
- Contributions and grants received
- $2,213,496
- Grants paid
- $2,459,612
- Program service revenue
- $0
- Investment income
- $1,201
- Other revenue
- $43,476
- Total assets, end of year
- $531,252
- Total liabilities, end of year
- $6,203
- Net assets or fund balances, end of year
- $525,049
- Program services expenses (Part IX)
- $2,512,188
- Management and general expenses
- $60,697
- Fundraising expenses
- $16,896
- Program service expenses (Part III)
- $2,512,188
Program services were 97.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$57,410
-
1e · Government grants (contributions)
$150,000
-
1f · All other contributions, gifts and grants
$2,006,086
-
3 · Investment income
total $1,201 · related or exempt $1,201
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$47,325
-
8a · Fundraising events: contributions included on line 1c
$57,410
-
8b · Fundraising events: direct expenses
$3,849
-
8c · Net income from fundraising events
total $43,476
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,459,612 · program services $2,459,612
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $4,986 · management and general $4,986
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $924 · fundraising $924
-
13 · Office expenses
total $128 · management and general $128
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $187 · program services $94 · management and general $65 · fundraising $28
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $3,444 · management and general $3,444
-
24a · Other expenses: Leased Employee Expense
total $72,671 · program services $36,335 · management and general $25,435 · fundraising $10,901
-
24b · Other expenses: Advocacy
total $15,000 · program services $15,000
-
24c · Other expenses: Unrealized Loss on Investments
total $13,718 · management and general $13,718
-
24d · Other expenses: Outside Services
total $8,500 · management and general $8,500
-
24e · All other expenses
total $10,611 · program services $1,147 · management and general $4,421 · fundraising $5,043
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $797,734 · end of year $276,735
-
2 · Savings and temporary cash investments
beginning of year $1,170 · end of year $201,363
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $65,892 · end of year $53,154
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
25 · Other liabilities
beginning of year $8,139 · end of year $6,203
-
27 · Net assets without donor restrictions
beginning of year $227,983 · end of year $332,745
-
28 · Net assets with donor restrictions
beginning of year $628,674 · end of year $192,304
Mission and programs · 2022
Mission
The Success Foundation exists to build partnerships, engage the community, and bring resources to support the education of our children in District 6, Greeley-Evans, Colorado
-
To provide Greeley & Evans School District 6 funds for Smart Lab installations, teacher grants, and other projects funded by The Success Foundation
Expenses $2,494,442 · Grants $2,441,865
-
To cover costs associated with emergency food programs to overcome food insecurity for students eligible for free-and-reduced lunch. Child nutrition ties directly to student achievement.
Expenses $17,746 · Grants $17,746
As filed on the 2022 return.
Listed in Part VII
-
Delia Haefeli
President
- Total calculated
- $0
- Hours/week
- 1
-
Joshua Polson
Marketing
- Total calculated
- $0
- Hours/week
- 1
-
Julie Hill
Executive Dir.
- Total calculated
- $0
- Hours/week
- 40
-
Craig Kingman
Finance Chair
- Total calculated
- $0
- Hours/week
- 1
-
Dr Dirdre Pilch
Ex-Officio
- Total calculated
- $0
- Hours/week
- 1
-
Meggan Sponsler
Ex-Officio
- Total calculated
- $0
- Hours/week
- 1
-
Sara Potter
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Lindsay Salazar
board member
- Total calculated
- $0
- Hours/week
- 1
-
Neal Kingman
board member
- Total calculated
- $0
- Hours/week
- 1
-
Kelly Zeillmann
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Erik Knoche
Resource Devlp
- Total calculated
- $0
- Hours/week
- 1
-
John Schuttler
Secretary
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
Weld County Dist 6 Schools
$1,633,831
Smart Labs
-
Weld County Dist 6 Schools
$736,035
Technology/Other
-
Education CelebrationKickoff
$55,764
Teacher Recognition
-
Weld County Dist 6 Schools
$17,746
Nutrition Services
-
Teacher Grants
$16,236
Innovative Classroom
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 8 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333129349302043
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