AREA REFERRAL & INFORMATION SERVICE FOR THE ELDERLY INC (ARISE) (EIN 630751431) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

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 $268K in total revenue in fiscal year 2018. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $59K, a strong 22% operating margin.

Mission

PROVIDE TRANSPORTATION TO THE CITIZENS OF TALLAPOOSA CO.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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

Governance

Voting Members

Independent Members

Employees

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

$60,541

Total Directors

Key Employees

Highest Compensated

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

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