JEFFERSON RISE INC

EIN: 465447666 501(c)(3) 501(c)(3) Corporation

3645 LAPALCO BLVD, HARVEY, LA, 70058

Total Revenue
$13,885,144
Total Expenses
$12,264,310
Total Assets
$20,849,669
Net Assets
$3,227,812

Tuckman-Chang Vulnerability Assessment

Research-Based

Academic framework for nonprofit financial sustainability (Tuckman & Chang, 1991)

Equity Deficiency
0.26
~ Moderate — 3–6 mo. reserves
Revenue Concentration
0.99
⚠ High Risk — Concentrated
Admin Flexibility
0.0%
⚠ Too Lean — No room to cut
Operating Sustainability
11.7%
✓ Healthy — Sustainable
Overall Vulnerability Assessment
Based on 4 vulnerability indicators
~ MODERATE
2/4 flags
Equity deficiency (<0.25) ✓ Pass
Revenue concentration (>0.60) 🚩 Flagged
Admin too lean (<10%) 🚩 Flagged
Operating deficit (<0%) ✓ Pass

About: The Tuckman-Chang framework identifies four key indicators of financial vulnerability. 0 flags = low risk, 1–2 = moderate risk, 3–4 = high risk. Validated across thousands of nonprofits since 1991.

Learn more about the Tuckman-Chang methodology →

Financial Trends

Organization Details

Formation Year
2013
Legal Domicile
LA
Principal Officer
KATHLEEN SULLIVAN
Phone
5044105905
Tax Period
July 2023 - June 2024

JEFFERSON RISE INC is a 501(c)(3) with EIN 465447666, based in 3645 LAPALCO BLVD, HARVEY, LA, 70058. Founded in 2013, the organization files IRS Form 990 and reported its most recent data for fiscal year 2023. In that period, it reported $13,885,144 in total revenue and $12,264,310 in total expenses, with net assets of $3,227,812. Its Trantor Score is 623 (Fair), reflecting its financial health based on liquidity, solvency, and operational efficiency.

Mission

JEFFERSON RISE CHARTER SCHOOL PREPARES ALL SCHOLARS IN GRADES 6-12 TO SUCCEED IN FOUR-YEAR COLLEGES AND PROFESSIONAL CAREERS.

Trantor Score

Financial Health & Payment Capacity Assessment

Score based on: Liquidity (40%), Solvency (30%), Sustainability (20%), Efficiency (10%)

623
Fair
Moderate Risk
FICO Scale: 300–850

Liquidity (40%)
0.65
+143 pts
Solvency (30%)
0.38
+62 pts
Sustainability (20%)
0.78
+85 pts
Efficiency (10%)
0.58
+31 pts
Learn more about the Trantor Score methodology →

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $13,829,781
Program Service Revenue $0
Investment Income $16,541
Other Revenue $38,822
TOTAL REVENUE $13,885,144

Expense Breakdown

Grants Paid $0
Salaries & Benefits $7,422,816
Fundraising Expenses $2,688
Program Expenses $11,117,234
Other Expenses $4,841,494
TOTAL EXPENSES $12,264,310

Year-over-Year Comparison

2023 2022 Change
Revenue $13,885,144 $11,123,294 +24.8%
Expenses $12,264,310 $10,986,554 +11.6%
Net Income $1,620,834 $136,740 +1085.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required

Financial Health Indicators

Financial Distress Indicator (Altman Z-Score)
⚠ Gray Zone — Moderate risk, monitor closely
1.46
>2.6 safe · 1.1–2.6 gray · <1.1 distress

Learn about the Altman Z-Score methodology adapted for nonprofits →

Liquidity & Cash Position

Current Ratio
9.32
Target: >2.0 is healthy
Cash Reserve
2.9
Months of expenses covered
Cash to Assets
14.1%
Liquid asset ratio
Working Capital
$3,628,595
Current assets − liabilities

Solvency & Debt Position

Solvency Ratio
1.18
Assets / Liabilities (>1 is solvent)
Debt Ratio
84.5%
Liabilities / Assets (lower is better)
Debt to Net Assets
5.46
Leverage ratio

Revenue Sustainability & Diversification

Self-Sufficiency
0.0%
Program revenue / Total revenue
Donation Dependence
99.6%
Contributions / Total revenue
Revenue Concentration
99.6%
Largest source (lower = more diverse)

Operational Performance

Admin Efficiency
0.0%
Target: 10–20% is optimal
Asset Turnover
0.67x
Revenue / Assets
Expense Coverage
3.2
Months can operate w/o income
Surplus Margin
11.7%
Net income / Revenue

Growth Indicators

Net Assets Growth
100.9%
Year-over-year change

Governance

Voting Members
8
Independent Members
8
Employees
119
Volunteers
8

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
6
$276,388
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TANYA LEWIS CHAIR 1.00
Officer Director
$0 $0 $0
GEORGE JACKSON VICE CHAIR 1.00
Officer Director
$0 $0 $0
IANISHA CHAIRS SECRETARY 1.00
Officer Director
$0 $0 $0
EMILY HARTNETT TREASURER 1.00
Officer Director
$0 $0 $0
MONA CHAWLA DIRECTOR 1.00
Director
$0 $0 $0
RONA HARRIS DIRECTOR 1.00
Director
$0 $0 $0
SAMUEL BEAR DIRECTOR 1.00
Director
$0 $0 $0
AMANDA JACKSON DIRECTOR 1.00
Director
$0 $0 $0
KATHLEEN SULLIVAN EXECUTIVE DIRECTOR 40.00
Officer
$130,619 $13,534 $144,153
TRENT MACKEY CHIEF OF STAFF 40.00
Officer
$126,113 $6,122 $132,235
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 $13,885,144 $12,264,310 $20,849,669 $1,620,834
2023 $11,123,294 $10,986,554 $19,540,754 $136,740
2022 $9,871,982 $9,573,836 $2,623,630 $298,146
2021 $7,950,282 $7,104,864 $2,069,486 $845,418
2020 $5,465,968 $5,234,210 $1,517,787 $231,758
2019 $4,738,356 $4,562,393 $663,123 $175,963
2018 $3,759,751 $3,698,897 $504,890 $60,854
Explore More Nonprofits
Top 100 Nonprofits in Louisiana Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare JEFFERSON RISE INC with other nonprofits in Louisiana and across the country.

Similar Organizations · Louisiana
2000 HEALTH FOUNDATION
EIN 260129737
$100,000 794
BEARS ATHLETIC BOOSTER CLUB
EIN 270522662
$57,070 790
SANTA ON THE BAYOU INC
EIN 203223931
$316,100 789
BOSSIER COMMUNITY HOUSING INC
EIN 721456244
$221,898 786
PILOT CLUB INTERNATIONAL
EIN 237034440
$50,961 785
ST JAMES ASSOCIATION FOR RETARDED CITIZENS
EIN 237084518
$1,496,375 781
View all top nonprofits in Louisiana →