RISE FOUNDATION INC (EIN 921791610) - 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

2023

Legal Domicile

Principal Officer

SARAH GRUNDY

Phone

3036816087

Tax Period

2024-01-01 to 2024-12-31

RISE FOUNDATION INC, founded in 2023, is a small nonprofit in the Human Services sector that reported $358K in total revenue in fiscal year 2024. Revenue surged 161% from the prior year, signaling strong growth momentum. The organization ran a surplus of $163K, a strong 45% operating margin.

🔒

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 $354,115

Program Service Revenue $0

Investment Income $4,248

Other Revenue $0

TOTAL REVENUE $358,363

Expense Breakdown

Grants Paid $0

Salaries & Benefits $150,691

Fundraising Expenses $16,131

Program Expenses $63,243

Other Expenses $45,082

TOTAL EXPENSES $195,773

Year-over-Year Comparison

	2024	2023	Change
Revenue	$358,363	$137,420	+1.6%
Expenses	$195,773	$90,656	+1.2%
Net Income	$162,590	$46,764	+2.5%

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

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

$73,875

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH GRUNDY	EXECUTIVE DIRECTOR	40.00	Officer Highest	$73,875	$0	$73,875
DAVID GRUNDY	MEMBER	2.00	Director	$0	$0	$0
KED FRANK	MEMBER	2.00	Director	$0	$0	$0
LACEY SETTLE	MEMBER	2.00	Director	$0	$0	$0
AMANDA BOCIK	PRESIDENT	2.00	Officer	$0	$0	$0
AMANDA BROWN	VICE PRESIDENT	2.00	Officer	$0	$0	$0
JAALAH NEIRHOF	SECRETARY	2.00	Officer	$0	$0	$0
TONY STEINER	TREASURER	2.00	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
2024	$358,363	$195,773	$221,516	$162,590

RISE FOUNDATION INC