RISE INC (EIN 870454287) - 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

1988

Legal Domicile

Principal Officer

ARCHIE FITZGERALD

Phone

4804971889

Tax Period

2023-01-01 to 2023-12-31

RISE INC, founded in 1988, is a major nonprofit in the Human Services sector that reported $127.7M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

PROVIDES SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES IN THE STATES OF UTAH, ARIZONA, IDAHO, FLORIDA, AND OREGON. THE ORGANIZATION MAINTAINS THE FOLLOWING PROGRAMS: 1) RESIDENTIAL, 2) PROFESSIONAL PARENT, 3) IN HOME SUPPORT, 4) DAY TRAINING, 5) MANAGED CARE, 6) VOCATIONAL SERVICES, 7) EMPLOYMENT SERVICES, 8) FOSTER CARE SERVICES, AND 9) THERAPY SERVICES.

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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 $659,032

Program Service Revenue $126,551,304

Investment Income $187,104

Other Revenue $281,229

TOTAL REVENUE $127,678,669

Expense Breakdown

Grants Paid $379,011

Salaries & Benefits $96,222,383

Fundraising Expenses $0

Program Expenses $112,021,425

Other Expenses $31,153,190

TOTAL EXPENSES $127,754,584

Year-over-Year Comparison

	2023	2022	Change
Revenue	$127,678,669	$117,915,920	+0.1%
Expenses	$127,754,584	$115,795,341	+0.1%
Net Income	$-75,915	$2,120,579	-1.0%

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

4843

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

$3,117,437

Total Directors

$1,847,117

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSHUA AUER	CEO & BOARD MEM	40.00	Officer Director	$861,565	$55,249	$916,814
GERALD NEBEKER	PRES& BOARD MEM	40.00	Officer Director	$805,642	$49,661	$855,303
ARCHIE FITZGERALD	CFO	40.00	Officer	$621,775	$36,108	$657,883
MINDI MITCHELL	COO	40.00	Officer	$405,711	$41,546	$447,257
CHRIS MCCARTHY	GENERAL COUNSEL	40.00		$337,685	$22,695	$360,380
SALLY RUSTAD	VP HUMAN RESOURCES	40.00		$235,603	$38,558	$274,161
SAKSHI PARKER	CONTROLLER	40.00		$229,143	$16,523	$245,666
MANUEL SALAZAR	EXECUTIVE DIRECTOR	40.00		$240,905	$2,355	$243,260
KRISTIN MANCUSO	COO	40.00	Officer	$201,140	$39,040	$240,180
MICHAEL MANCUSO	VP FACILITIES MGMT	40.00		$216,042	$152	$216,194
STEVEN HUNTER	BOARD MEMBER	0.00	Director	$75,000	$0	$75,000
William Malkovich	Ex COO, Board	0.00		$47,181	$0	$47,181
DEBRA BOWMAN	BOARD MEMBER	0.00	Director	$0	$0	$0
PAUL DICOSMO JR	BOARD CHAIR	0.00	Director	$0	$0	$0
CLINT PETERSON	BOARD MEMBER	0.00	Director	$0	$0	$0
LYNN BOWERS	BOARD MEMBER	0.00	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	No data	No data	No data	No data
2023	$127,678,669	$127,754,584	$84,249,523	$-75,915
2022	$117,915,920	$115,795,341	$84,430,697	$2,120,579
2021	$94,957,913	$94,376,403	$71,845,884	$581,510
2020	$99,998,254	$84,154,885	$71,378,989	$15,843,369
2019	$73,654,901	$72,366,245	$44,198,390	$1,288,656
2018	$68,492,832	$66,774,869	$40,124,291	$1,717,963

RISE INC