RISE AND SHINE AGENCY

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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

2020

Legal Domicile

Principal Officer

CINDY KOZA

Phone

5416036771

Tax Period

2020-01-01 to 2020-12-31

RISE AND SHINE AGENCY, founded in 2020, is a small nonprofit that reported $482K in total revenue in fiscal year 2020.

Mission

WE ARE A NON-PROFIT AGENCY THAT NOT ONLY WANTS TO MEET STANDARD BUT EXCEED THEM.WE AIM TO PROVIDE TOP-NOTCH DAY AND WORK SERVICES BY: 1) EMPOWERING CLIENTS TO LIVE THEIR DREAMS; 2) UTILIZING HIGHLY TRAINED STAFF WITH A DEDICATED WORK ETHIC; 3) PARTNERING WITH OUR COMMUNITY MEMBERS TO EVOLVE OUR CULTURE INTO A NECESSARY AND VALUED RESOURCE.

Program Service Accomplishments

Program 1

Expenses: $495,780 Revenue: $439,799

OUR PROGRAM SUPPORTED INDIVIDUALS WITH LEARNING DISABILITIES ACCESS TO THE COMMUNITY DURING COVID. THESE INDIVIDUALS WERE PROVIDED DIFFERENT WAYS TO LEARN SAFE PRACTICES SUCH AS SOCIAL DISTANCING...

OUR PROGRAM SUPPORTED INDIVIDUALS WITH LEARNING DISABILITIES ACCESS TO THE COMMUNITY DURING COVID. THESE INDIVIDUALS WERE PROVIDED DIFFERENT WAYS TO LEARN SAFE PRACTICES SUCH AS SOCIAL DISTANCING, MASK WEARING, COVID PROTOCOLS, ETC BY TRAINED CAREGIVERS WORKING WITH DEVELOPMENTALLY DISABLED ADULTS. OUR PROGRAM ALSO PROVIDED ACCESS AND INTEGRATION INTO THE COMMUNITY AND PROVIDED HEALTH AND SOCIAL EDUCTION. ONE OF OUR CLIENTS HAD TYPE-2 DIABETES AND RARELY ACCESSED THE COMMUNITY. WITH OUR SUPPORT, SHE WAS ABLE TO BECOME HEALTHIER AND IS NO LONGER ON INSULIN. SHE HAS AN ONGOING SCHEDULE WHICH HELPS HER STAY ACTIVE AND HEALTHY IN THE COMMUNITY.

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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 (2020)

Revenue Breakdown

Contributions & Grants $42,546

Program Service Revenue $439,799

Investment Income $2

Other Revenue $0

TOTAL REVENUE $482,347

Expense Breakdown

Grants Paid $0

Salaries & Benefits $317,767

Fundraising Expenses $0

Program Expenses $495,780

Other Expenses $178,013

TOTAL EXPENSES $495,780

Year-over-Year Comparison

	2020	2019	Change
Revenue	$482,347	N/A	N/A
Expenses	$495,780	N/A	N/A
Net Income	$-13,433	N/A	N/A

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

$26,900

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDY HARDIN	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL LATHAM	DIRECTOR	1.00	Director	$0	$0	$0
KASEY SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
KATIE KARSH	DIRECTOR	1.00	Director	$0	$0	$0
YVONNE FONGER	DIRECTOR	1.00	Director	$0	$0	$0
CINDY KOZA	PRESIDENT	20.00	Officer	$26,900	$0	$26,900
ROSEY AVERILL	TREASURY	1.00	Officer	$0	$0	$0
GENA SELLERS	SECRETARY	1.00	Officer	$0	$0	$0
JORDAN HASTE	VICE PRESIDENT	1.00	Officer	$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
2020	$482,347	$495,780	No data	$-13,433