RISE LTD (EIN 421148364) - 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

1980

Legal Domicile

Principal Officer

Jessica Pensel

Phone

5632451868

Tax Period

2024-07-01 to 2025-06-30

RISE LTD, founded in 1980, is a community nonprofit in the Employment sector that reported $4.0M in total revenue in fiscal year 2024. Expenses of $3.7M left a modest 8% surplus.

Mission

To encourage independence through the provision of residential and day program services.

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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 (2024)

Revenue Breakdown

Contributions & Grants $206,163

Program Service Revenue $3,391,562

Investment Income $251,370

Other Revenue $141,824

TOTAL REVENUE $3,990,919

Expense Breakdown

Grants Paid $1,150

Salaries & Benefits $2,870,206

Fundraising Expenses $0

Program Expenses $3,311,847

Other Expenses $809,321

TOTAL EXPENSES $3,680,677

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,990,919	$3,911,915	+0.0%
Expenses	$3,680,677	$3,451,727	+0.1%
Net Income	$310,242	$460,188	-0.3%

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

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

$162,043

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Allan Nelson	Chair	1.00	Officer Director	$0	$0	$0
Courtney Vorwald	Vice Chair	1.00	Officer Director	$0	$0	$0
David Lechtenberg	Director From 05/2025	1.00	Director	$0	$0	$0
Jade Beck	Director	1.00	Director	$0	$0	$0
Ann Gibney	Director	1.00	Director	$0	$0	$0
Deb Howard	Director	1.00	Director	$0	$0	$0
Audie Baumgartner	Director	1.00	Director	$0	$0	$0
Jessica Pensel	Executive Director	39.00	Officer	$135,985	$26,058	$162,043

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	$3,990,919	$3,680,677	$7,197,787	$310,242
2024	$3,911,915	$3,451,727	$6,661,269	$460,188
2023	$3,603,500	$3,036,791	$6,528,461	$566,709
2022	$3,538,465	$2,875,046	$5,607,993	$663,419
2021	$3,192,425	$2,565,851	$5,191,850	$626,574
2020	$2,601,740	$2,318,872	$4,583,303	$282,868
2019	$2,623,837	$2,309,832	$3,932,427	$314,005

RISE LTD