AREA REFERRAL & INFORMATION SERVICE FOR THE ELDERLY INC (ARISE)

EIN: 630751431 501(c)(3) Human Services

ALEXANDER CITY, AL

Total Revenue
$532,162
Total Expenses
$453,473
Total Assets
$696,905
Net Assets
$688,624
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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
1978
Legal Domicile
AL
Principal Officer
TAMMY JACKSON
Phone
2563298444
Tax Period
2023-10-01 to 2024-09-30

AREA REFERRAL & INFORMATION SERVICE FOR THE ELDERLY INC (ARISE), founded in 1978, is a small nonprofit in the Human Services sector that reported $532K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $453K left a modest 15% surplus.

Mission

PROVIDE TRANSPORTATION TO THE CITIZENS OF TALLAPOOSA CO.

Program Service Accomplishments

Program 1
Expenses: $280,015 Revenue: $21,508

ARISE PROVIDES MINIMAL COST TRANSPORTATION FOR THE RESIDENTS OF TALLAPOOSA COUNTY, ALABAMA. THERE ARE NO AGE OR INCOME RESTRICTIONS. VANS ARE EQUIPPED FOR HANDICAPPED INDIVIDUALS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $482,496
Program Service Revenue $21,508
Investment Income $28,158
Other Revenue $0
TOTAL REVENUE $532,162

Expense Breakdown

Grants Paid $0
Salaries & Benefits $227,270
Fundraising Expenses $0
Program Expenses $280,015
Other Expenses $226,203
TOTAL EXPENSES $453,473

Year-over-Year Comparison

2023 2022 Change
Revenue $532,162 $427,496 +0.2%
Expenses $453,473 $349,248 +0.3%
Net Income $78,689 $78,248 +0.0%
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

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Governance

Voting Members
6
Independent Members
6
Employees
15
Volunteers
N/A

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
3
$60,541
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TAMMY JACKSON BOARD CHAIRM N/A
Officer Director
$0 $0 $0
MATT FISHER SEC/TREASURE N/A
Officer Director
$0 $0 $0
RHONDA GASKINS BOARD MEMBER N/A
Director
$0 $0 $0
BILL HENDRIX BOARD MEMBER N/A
Director
$0 $0 $0
TAMMI K MONTGOMERY EXECUTIVE DI 40.00
Officer
$60,541 $0 $60,541
DAROLD STERLING BOARD MEMBER N/A
Director
$0 $0 $0
JENNIFER MORRIS BOARD MEMBER N/A
Director
$0 $0 $0
BENJAMIN RUSSELL BOARD MEM-IN N/A
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 $532,162 $453,473 $696,905 $78,689
2023 $427,496 $349,248 $620,490 $78,248
2022 $335,874 $279,157 $543,564 $56,717
2021 $360,510 $287,832 $478,912 $72,678
2019 $357,915 $240,355 $497,163 $117,560
2018 $268,210 $209,191 $378,776 $59,019
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