Rise Up 94965 Foundation (EIN 331066498) - 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

2002

Legal Domicile

Principal Officer

Kieran Culligan

Phone

9493064755

Tax Period

2023-07-01 to 2024-06-30

Rise Up 94965 Foundation, founded in 2002, is a small nonprofit in the Education sector that reported $154K in total revenue in fiscal year 2023. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $68K, a strong 45% operating margin.

Mission

Our mission is to ensure that TK-8th grade students in the 94965 school district have access to educational and cultural activities above and beyond what is provided by public funding.

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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 $148,519

Program Service Revenue $0

Investment Income $1

Other Revenue $5,084

TOTAL REVENUE $153,604

Expense Breakdown

Grants Paid $73,218

Salaries & Benefits $0

Fundraising Expenses $7,069

Program Expenses $73,763

Other Expenses $12,012

TOTAL EXPENSES $85,230

Year-over-Year Comparison

	2023	2022	Change
Revenue	$153,604	$98,639	+0.6%
Expenses	$85,230	$94,564	-0.1%
Net Income	$68,374	$4,075	+15.8%

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

N/A

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
Kieran Culligan	President	2.00	Officer Director	$0	$0	$0
Renee Maas	Vice-president	2.00	Officer Director	$0	$0	$0
Michael McSunas	Secretary	2.00	Officer Director	$0	$0	$0
Brian Meehan	Co-Treasurer	2.00	Officer Director	$0	$0	$0
Danelle Threatt	Co-Treasurer	2.00	Officer Director	$0	$0	$0
Claudine Alameda	Director	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
2024	$153,604	$85,230	$125,822	$68,374
2023	$98,639	$94,564	$58,241	$4,075
2023	$42,739	$45,056	$62,030	$-2,317
2022	$55,244	$17,017	$64,347	$38,227
2021	$168,600	$393,960	$11,829	$-225,360
2020	$533,085	$488,771	$236,242	$44,314
2019	$343,026	$381,935	$191,927	$-38,909

Rise Up 94965 Foundation