The Brenda & John H Duncan Rise School of Houston (EIN 760606866) - 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

1999

Legal Domicile

Principal Officer

Krystal Scott

Phone

7135327473

Tax Period

2023-08-01 to 2024-07-31

The Brenda & John H Duncan Rise School of Houston, founded in 1999, is a community nonprofit in the Education sector that reported $3.6M in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $4.2M exceeded revenue, resulting in a 16% operating deficit.

Mission

The Rise School of Houston provides early childhood intervention services to children ages six months to six years with Down Syndrome and other developmental disabilities as well as children without disabilities.

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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 $1,704,261

Program Service Revenue $1,869,478

Investment Income $27,065

Other Revenue $-21,873

TOTAL REVENUE $3,578,931

Expense Breakdown

Grants Paid $764,687

Salaries & Benefits $2,850,733

Fundraising Expenses $240,739

Program Expenses $3,583,337

Other Expenses $551,586

TOTAL EXPENSES $4,167,006

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,578,931	$4,477,153	-0.2%
Expenses	$4,167,006	$3,872,034	+0.1%
Net Income	$-588,075	$605,119	-2.0%

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

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

$133,650

Total Directors

$204,630

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dorothy Asim	Executive Director	40.00	Officer Director	$21,693	$463	$22,156
Jolanda Sinegal	Head of School	40.00	Officer Director	$103,271	$8,223	$111,494
Brad Elgin	Co-Chair	1.00	Officer Director	$0	$0	$0
Krystal Scott	Co-Chair	1.00	Officer Director	$0	$0	$0
Diane Bazelides	Director	1.00	Director	$0	$0	$0
David Brollier	Director	1.00	Director	$0	$0	$0
Mark Clegg	Director	1.00	Director	$0	$0	$0
Mark Cogdill	Director	1.00	Director	$0	$0	$0
Mark Dickerson	Director	1.00	Director	$0	$0	$0
Brenda Duncan	Director	1.00	Director	$0	$0	$0
Emily Duncan	Director	1.00	Director	$0	$0	$0
Bert Gumeringer	Director	1.00	Director	$0	$0	$0
Laura Hardy	Director	1.00	Director	$0	$0	$0
Wes Hudson	Director	1.00	Director	$0	$0	$0
Craig Mills	Director	1.00	Director	$0	$0	$0
Melissa Murrah	Director	1.00	Director	$0	$0	$0
Mike Padon	Director	1.00	Director	$0	$0	$0
Carrie Rys	Director	1.00	Director	$0	$0	$0
Janis Stailey	Director	1.00	Director	$65,578	$5,402	$70,980
Frank Stowell	Director	1.00	Director	$0	$0	$0
Brian White	Director	1.00	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	$3,578,931	$4,167,006	$11,817,806	$-588,075
2023	$4,477,153	$3,872,034	$11,612,763	$605,119
2022	$5,646,274	$3,621,205	$10,586,435	$2,025,069
2021	$3,459,534	$3,331,200	$9,150,039	$128,334
2020	$3,733,902	$3,516,104	$8,714,052	$217,798
2019	$4,021,017	$3,414,764	$7,852,319	$606,253

The Brenda & John H Duncan Rise School of Houston