RISE EDUCATION SCHOOLS INC (EIN 204731861) - 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

2007

Legal Domicile

Principal Officer

GEORGE PEART

Phone

9544040192

Tax Period

2023-07-01 to 2024-06-30

RISE EDUCATION SCHOOLS INC, founded in 2007, is a community nonprofit in the Education sector that reported $4.4M in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $4.1M left a modest 6% surplus.

Mission

TO PROVIDE HIGH QUALITY EDUCATION, BUILDING SCIENTISTS FOR THE 21ST CENTURY.THE CURRICULUM IS FOR STUDENTS TO STIMULATE,CHALLENGE AND CULTIVATE EXCELLENCE IN LEARNING THROUGH THE SCHOOLS ACADEMIC PROGRAM,

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,143,229

Program Service Revenue $265,238

Investment Income $0

Other Revenue $0

TOTAL REVENUE $4,408,467

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,454,441

Fundraising Expenses $0

Program Expenses $3,325,223

Other Expenses $1,691,158

TOTAL EXPENSES $4,145,599

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,408,467	$3,227,131	+0.4%
Expenses	$4,145,599	$3,448,415	+0.2%
Net Income	$262,868	$-221,284	-2.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE PEART	PRESIDENT	5.00	Officer Director	$0	$0	$0
NATHALIE GUTIERREZ	SECRETARY	5.00	Officer Director	$0	$0	$0
DOROTHEA JACKSON	TREASURER	5.00	Officer Director	$0	$0	$0
DERREK MORTON	VICE PRESIDENT	5.00	Key Emp	$0	$0	$0
CARMELLA MORTON	EXECUTIVE DIRECTOR	40.00	Key Emp Highest	$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	No data	No data	No data	No data
2024	$4,408,467	$4,145,599	$1,113,472	$262,868
2023	$3,227,131	$3,448,415	$1,183,740	$-221,284
2022	$3,131,482	$3,236,070	$1,129,847	$-104,588
2021	$3,340,221	$2,919,229	$1,069,383	$420,992
2020	$2,874,558	$2,789,489	$946,777	$85,069
2019	$2,706,226	$2,726,955	$512,194	$-20,729
2018	$2,555,385	$2,523,541	$448,318	$31,844

RISE EDUCATION SCHOOLS INC