RIZE MASSACHUSETTS FOUNDATION INC (EIN 830989395) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

JULIE BURNS

Phone

8579911195

Tax Period

2024-01-01 to 2024-12-31

RIZE MASSACHUSETTS FOUNDATION INC, founded in 2018, is a community nonprofit in the Education sector that reported $6.2M in total revenue in fiscal year 2024. Revenue surged 323% from the prior year, signaling strong growth momentum.

Mission

TO FIND SOLUTIONS TO END THE OVERDOSE CRISIS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,009,760

Program Service Revenue $0

Investment Income $153,197

Other Revenue $0

TOTAL REVENUE $6,162,957

Expense Breakdown

Grants Paid $4,165,302

Salaries & Benefits $1,136,300

Fundraising Expenses $156,097

Program Expenses $5,712,969

Other Expenses $981,857

TOTAL EXPENSES $6,283,459

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,162,957	$1,456,351	+3.2%
Expenses	$6,283,459	$3,921,667	+0.6%
Net Income	$-120,502	$-2,465,316	-1.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$396,649

Total Directors

$396,649

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE BURNS	PRESIDENT AND CEO	40.00	Officer Director	$345,224	$51,425	$396,649
STEVE POLLOCK	CHAIR	1.00	Officer Director	$0	$0	$0
JOY ROSEN	VICE-CHAIR AND CLERK	1.00	Officer Director	$0	$0	$0
STEVEN LIPINER	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN COOK	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL CURRY	DIRECTOR	1.00	Director	$0	$0	$0
TIM FOLEY	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTIE HAGER	DIRECTOR	1.00	Director	$0	$0	$0
DORIS KRAEMER	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA MA	DIRECTOR	1.00	Director	$0	$0	$0
CANDACE REDDY	DIRECTOR	1.00	Director	$0	$0	$0
FRANK ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL TANG	DIRECTOR	1.00	Director	$0	$0	$0
JACK CONNORS	DIRECTOR (UNTIL 07/2024)	1.00	Director	$0	$0	$0
JENNIFER TRACEY	CHIEF PROGRAM OFFICER	40.00	Highest	$115,510	$23,820	$139,330

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	$6,162,957	$6,283,459	$7,639,473	$-120,502
2023	$1,456,351	$3,921,667	$6,653,753	$-2,465,316
2022	$3,149,201	$3,944,511	$9,093,770	$-795,310
2021	$5,500,563	$3,116,818	$9,930,390	$2,383,745
2020	$2,508,703	$3,649,443	$7,433,247	$-1,140,740
2019	$11,245,181	$2,902,640	$8,510,128	$8,342,541

RIZE MASSACHUSETTS FOUNDATION INC