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Nonprofit · EIN 45-3767621

CHALLENGE SUCCESS

Tax-exempt · STANFORD, CA 94309

Financials

$2.1M$2.4M2024
Revenue Expenses · by fiscal year end
Financials of CHALLENGE SUCCESS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$2,101,077$2,410,691-$309,614$2,357,311$374,491$1,982,820
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$834,002
Program service revenue
$1,140,273
Investment income
$53,143
Net income from fundraising events
$70,610
Other revenue
$73,659

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$202,996
Other salaries and wages
$1,401,658
Salaries, compensation and benefits (total)
$1,845,151
Professional fundraising fees
$0
Travel
$4,074
Program services (functional)
$1,734,104
Management and general (functional)
$437,884
Fundraising (functional)
$238,703

Balance sheet and other

Total assets, start of year
$2,474,345
Total assets, end of year
$2,357,311
Total liabilities, end of year
$374,491
Net assets, end of year
$1,982,820
Net assets without donor restrictions
$1,127,859
Net assets with donor restrictions
$854,961
Gross receipts
$2,131,222
Employees
29
Volunteers
19
Year formed
2011
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Megan PachecoExecutive Dir.
Officer
40$202,996
Sarah MilesDir. of Research40$140,305
Jonathan KleimanSr. Design Partner40$127,160
Margaret DunlapSchool Design Ptr40$127,152
Kimberly CawkwellDir. of Programs40$122,081
Tricia McEnteeDir. of Fin. & Ops40$120,295
Sofi FrankowskiBoard Member
Trustee or director
1$0
Sharon OlkenBoard Chair
Trustee or director, Officer
1$0
Mike BarkerSecretary
Trustee or director, Officer
1$0
Gary AlpertTreasurer
Trustee or director, Officer
1$0
Dan RosenthalBoard Member
Trustee or director
1$0
Jeff SymondsGovernance Chr
Trustee or director, Officer
1$0
Kelli TomlinsonBoard Member
Trustee or director
1$0
Rachel SkifferBoard Member
Trustee or director
1$0
Tesha McCord PoeBoard Member
Trustee or director
1$0
10 more people on this return
NameTitleHours / weekCompensation
Meeta GaitondeBoard Member
Trustee or director
1$0
Rebecca SacerdotiBoard Member
Trustee or director
1$0
Mark BoswellBoard Member
Trustee or director
1$0
Jenny Fan RajBoard Director
Trustee or director
1$0
Annie HallBoard Member
Trustee or director
1$0
Naomi MeyersBoard Member
Trustee or director
1$0
Sally WhippleFinance Chair
Trustee or director, Officer
1$0
Mary Rose FernandezBoard Member
Trustee or director
1$0
Anupam MishraBoard Member
Trustee or director
1$0
Jeannette ScharBoard Member
Trustee or director
1$0

Address and contacts

Address (IRS master file)
531 LASUEN MALL UNIT 20053, STANFORD, CA 94309-0886
In care of
% MEGAN PACHECO
Mailing address (990-N for 2011)
289 Kings Mountain Rd, Woodside CA 94062
Principal officer (990 for 2024)
Gary Alpert, PO Box 20053, Stanford, CA 94309
Principal officer (990-N for 2011)
Maureen Brown, 289 Kings Mountain Rd, Woodside CA 94062
Signed the 990
Gary Alpert, Treasurer
Phone
(650) 723-9250
Return prepared by
HEALY AND ASSOCIATES

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.

990 for the year ended June 30, 2025

Program accomplishments

  • School Program: TEAMING WITH SCHOOLS FROM ACROSS THE COUNTRY, CHALLENGE SUCCESS PROVIDES PRACTICAL, SITE-SPECIFIC SOLUTIONS TO INCREASE STUDENT ENGAGEMENT & WELL BEING WHILE REDUCING THE UNDUE STRESS AND PRESSURE THAT SO MANY STUDENTS FACE TODAY. SPECIFICALLY, CHALLENGE SUCCESS WORKS WITH SCHOOLS TO DEVELOP AND IMPLEMENT ACTION PLANNING GUIDES TO IMPROVE STUDENT ENGAGEMENT WITH LEARNING AND WELL-BEING. THE ORGANIZATION TRAINS COACHES WHO ARE ASSIGNED TO WORK WITH INDIVIDUAL SCHOOLS. COACHES MEET WITH SCHOOL TEAMS AT THE FALL AND SPRING CONFERENCES, TYPICALLY HELD AT STANFORD, AND THEN CONTINUE TO MEET AT THE SCHOOL
    Expenses $1,734,104 · revenue $1,140,273
  • Parent Education and Professional development: CHALLENGE SUCCESS ALSO PROVIDES LIVE AND ON-LINE FORMAT PARENT EDUCATION & PROFESSIONAL DEVELOPMENT WORKSHOPS. PRESENTATIONS ARE HIGHLY INTERACTIVE AND RESEARCH-BASED.
  • Research projects and school surveys: CHALLENGE SUCCESS DESIGNS AND IMPLEMENTS SCHOOL SURVEYS THAT DIAGNOSE THE ROOT CAUSE OF WHAT IS WORKING WELL OR NOT WELL WITH REGARD TO STUDENT ENGAGEMENT AND WELL-BEING HEALTH AND WELL-BEING AT MIDDLE AND HIGH SCHOOLS ACROSS THE US AND Abroad.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
45-3767621
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2012
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B192)
Assets (IRS master file)
$2,357,311
Income (IRS master file)
$2,131,222

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025–––IRS
990June 2024–––IRS
990June 2023$1,921,261$1,916,899$844,158IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990-N for 2011
Officer: Maureen Brown
December 31, 2011≤ $50,000 receipts––e-Postcard

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about CHALLENGE SUCCESS

What is the EIN of CHALLENGE SUCCESS?
The employer identification number (EIN) of CHALLENGE SUCCESS is 45-3767621.
Is CHALLENGE SUCCESS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to CHALLENGE SUCCESS tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CHALLENGE SUCCESS file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CHALLENGE SUCCESS due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHALLENGE SUCCESS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of CHALLENGE SUCCESS?
The 990 for the year ended June 30, 2025 names Gary Alpert.
Who are the officers and directors of CHALLENGE SUCCESS?
The 990 for the year ended June 30, 2025 lists 25 people; 6 received compensation from the organization, the highest $202,996 (Megan Pacheco, Executive Dir.).
How much revenue does CHALLENGE SUCCESS have?
On its 990 for the year ended June 30, 2025 it reported revenue of $2,101,077, expenses of $2,410,691 and total assets of $2,357,311 at year end.

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