JEFFERSON RISE INC (EIN 465447666) - 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

2013

Legal Domicile

Principal Officer

KATHLEEN SULLIVAN

Phone

5044105905

Tax Period

2024-07-01 to 2025-06-30

JEFFERSON RISE INC, founded in 2013, is a mid-sized nonprofit in the Education sector that reported $11.4M in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year.

Mission

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

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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 $11,231,613

Program Service Revenue $0

Investment Income $135,047

Other Revenue $50,878

TOTAL REVENUE $11,417,538

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,637,387

Fundraising Expenses $1,508

Program Expenses $9,960,437

Other Expenses $4,544,049

TOTAL EXPENSES $11,181,436

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,417,538	$13,885,144	-0.2%
Expenses	$11,181,436	$12,264,310	-0.1%
Net Income	$236,102	$1,620,834	-0.9%

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

119

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

$302,988

Total Directors

Key Employees

Highest Compensated

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
MONA CHAWLA	DIRECTOR	1.00	Director	$0	$0	$0
SAMUEL BEAR	DIRECTOR	1.00	Director	$0	$0	$0
TRISTA THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
JORDAN BLOOM	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN SULLIVAN	EXECUTIVE DIRECTOR	40.00	Officer	$142,888	$13,340	$156,228
TRENT MACKEY	CHIEF OF STAFF	40.00	Officer	$134,677	$12,083	$146,760
LAURA THURMAN	CHIEF STRATEGY OFFICER	40.00	Highest	$102,091	$4,084	$106,175

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	$11,417,538	$11,181,436	$20,953,647	$236,102
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

JEFFERSON RISE INC