RISE INCORPORATED (EIN 410972476) - 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

1971

Legal Domicile

Principal Officer

LYNN NOREN

Phone

7637868334

Tax Period

2023-01-01 to 2023-12-31

RISE INCORPORATED, founded in 1971, is a mid-sized nonprofit in the Employment sector that reported $31.2M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

CREATIVE SOLUTIONS AND CUSTOMIZED SUPPORT.

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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 $8,189,414

Program Service Revenue $22,267,303

Investment Income $692,443

Other Revenue $11,697

TOTAL REVENUE $31,160,857

Expense Breakdown

Grants Paid $314,537

Salaries & Benefits $25,396,751

Fundraising Expenses $376,410

Program Expenses $28,033,145

Other Expenses $7,009,995

TOTAL EXPENSES $32,721,283

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,160,857	$28,169,315	+0.1%
Expenses	$32,721,283	$28,855,209	+0.1%
Net Income	$-1,560,426	$-685,894	+1.3%

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

1090

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

$770,442

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHY KLANG	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
KRISTIN HANGEBRAUCK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANDREA MURPHY	TREASURER	1.00	Officer Director	$0	$0	$0
RACHAEL SMITH	SECRETARY	1.00	Officer Director	$0	$0	$0
ANNE HOLOCH	DIRECTOR	1.00	Director	$0	$0	$0
LAURI HOPKINS	DIRECTOR	1.00	Director	$0	$0	$0
KRISHNAKUMAR SUBRAMONIA IYER	DIRECTOR	1.00	Director	$0	$0	$0
SUE LANGFELDT	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA MINSKE	DIRECTOR	1.00	Director	$0	$0	$0
DAN NEWMAN	DIRECTOR	1.00	Director	$0	$0	$0
CLIFF RHOTEN	DIRECTOR	1.00	Director	$0	$0	$0
KELLY STEFFENS	DIRECTOR	1.00	Director	$0	$0	$0
JIM MILEY	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT PRICE	DIRECTOR	1.00	Director	$0	$0	$0
LYNN NOREN	PRESIDENT	40.00	Officer	$289,145	$75,916	$365,061
TIM DICKIE	CHIEF PROGRAM OFFICER	40.00	Officer	$152,668	$54,489	$207,157
TOM HAGLUND	CFO	40.00	Officer	$151,229	$46,995	$198,224
NOEL MCCORMICK	VP OF ADVANCEMENT	40.00	Highest	$123,209	$32,488	$155,697
DENISE THUL	VP OF HR	40.00	Highest	$131,538	$14,470	$146,008
JAMIE SMITH	DIRECTOR OF IT	40.00	Highest	$125,371	$30,377	$155,748
NANCY HOFF	SENIOR SALES REP	32.00	Highest	$102,044	$31,542	$133,586

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	No data	No data	No data	No data
2023	$31,160,857	$32,721,283	$32,245,458	$-1,560,426
2022	$28,169,315	$28,855,209	$31,600,094	$-685,894
2021	$33,254,428	$24,921,662	$34,609,898	$8,332,766
2020	$22,008,983	$22,005,054	$25,133,833	$3,929
2019	$33,159,465	$32,860,646	$24,894,197	$298,819
2018	$28,642,166	$25,891,936	$23,849,439	$2,750,230

RISE INCORPORATED