RISE ACADEMY (EIN 752759258) - 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

1998

Legal Domicile

Principal Officer

RICHARD BAUMGARTNER

Phone

8067440438

Tax Period

2023-09-01 to 2024-08-31

RISE ACADEMY, founded in 1998, is a community nonprofit in the Education sector that reported $3.3M in total revenue in fiscal year 2023.

Mission

RISE ACADEMY'S GOAL IS TO DEVELOP ACADEMICALLY COMPETITIVE STUDENTS WHO HAVE THE KNOWLEDGE, EXPOSURE AND FOUNDATION TO ENTER INTO RIGOROUS COLLEGE PREP PROGRAMS AT THE HIGH SCHOOL LEVEL AFTER THEY GRADUATE THE 8TH GRADE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,232,922

Program Service Revenue $0

Investment Income $17,395

Other Revenue $0

TOTAL REVENUE $3,250,317

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,216,787

Fundraising Expenses $0

Program Expenses $2,089,521

Other Expenses $957,985

TOTAL EXPENSES $3,174,772

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,250,317	$3,292,787	0.0%
Expenses	$3,174,772	$3,097,150	+0.0%
Net Income	$75,545	$195,637	-0.6%

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

$101,266

Total Directors

$101,266

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD BAUMGARTNER	PRESIDENT & DIRECTOR	70.00	Officer Director	$100,000	$1,266	$101,266
FRANK GUTIERREZ	SECRETARY	0.50	Officer Director	$0	$0	$0
RAQUEL GONZALES	BOARD MEMBER	0.50	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	$3,250,317	$3,174,772	$4,209,727	$75,545
2023	$3,292,787	$3,097,150	$4,198,844	$195,637
2022	$3,383,411	$3,037,778	$4,027,688	$345,633
2021	$3,146,070	$2,888,590	$3,749,179	$257,480
2020	$2,862,212	$2,695,438	$3,745,900	$166,774
2019	$2,637,580	$2,457,308	$3,354,611	$180,272
2018	$2,563,013	$2,245,627	$3,208,874	$317,386

RISE ACADEMY