RISE PARTNERSHIP (EIN 883573790) - 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

2022

Legal Domicile

Principal Officer

BRIAN RUDIGER

Phone

5033882442

Tax Period

2023-01-01 to 2023-12-31

RISE PARTNERSHIP, founded in 2022, is a mid-sized nonprofit in the Education sector that reported $12.9M in total revenue in fiscal year 2023. Expenses of $12.2M left a modest 6% surplus.

Mission

RISE Partnership delivers outstanding training, education, and benefit navigation to Oregon's care providers and public sector workers.

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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 $452,335

Program Service Revenue $11,691,588

Investment Income $2,110

Other Revenue $777,072

TOTAL REVENUE $12,923,105

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,689,534

Fundraising Expenses $0

Program Expenses $10,428,145

Other Expenses $1,477,039

TOTAL EXPENSES $12,166,573

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,923,105	N/A	N/A
Expenses	$12,166,573	N/A	N/A
Net Income	$756,532	$0	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

147

Volunteers

N/A

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

$214,513

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN RUDIGER	EXECUTIVE DIRECTOR	40.0	Officer	$97,895	$18,524	$116,419
SARA DUERR	FINANCE DIRECTOR	40.0	Officer	$86,880	$11,214	$98,094
JOY'E WILLMAN	SECRETARY	1.0	Officer Director	$0	$0	$0
MELISSA UNGER	PRESIDENT	1.0	Officer Director	$0	$0	$0
REBECCA SANDOVAL	VICE PRESIDENT (FORMER)	1.0	Officer 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	$12,923,105	$12,166,573	$6,215,653	$756,532

RISE PARTNERSHIP