RISE SAN LUIS OBISPO COUNTY (EIN 953415650) - 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

1976

Legal Domicile

Principal Officer

JENNIFER ADAMS

Phone

8057816401

Tax Period

2021-07-01 to 2022-06-30

Mission

TRANSFORM THE LIVES OF SEXUAL AND INTIMATE PARTNER VIOLENCE SURVIVORS, THEIR FAMILIES AND THE COMMUNITY THROUGH SERVICES AND EDUCATION THAT PROMOTE SAFETY, HEALING AND EMPOWERMENT.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $1,283,683

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,308,025

Other Expenses $24,342

TOTAL EXPENSES $1,308,025

Year-over-Year Comparison

	2021	2020	Change
Revenue	N/A	$2,381,568	-1.0%
Expenses	$1,308,025	$2,483,907	-0.5%
Net Income	N/A	$-102,339	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

N/A

Independent Members

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
DAVE JUHNKE	PRESIDENT	Officer Director	$0	$0	$0
GARRET OLSON	VICE PRESIDENT	Officer Director	$0	$0	$0
JILL LEMIEUX	SECRETARY	Officer Director	$0	$0	$0
CHELSEA DIXON	TREASURER	Officer Director	$0	$0	$0
DEBBY NICKLAS	DIRECTOR	Director	$0	$0	$0
KARA SAMANIEGO	DIRECTOR	Director	$0	$0	$0
SHAN THOMAS	DIRECTOR	Director	$0	$0	$0
DANIELLE WHEELER	DIRECTOR	Director	$0	$0	$0
JANE POMEROY	EXECUTIVE DIRECTOR	Officer	$0	$0	$0
SUSAN LAMONT	ASSOCIATE DIRECTOR	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
2022	No data	$1,308,025	No data	No data
2021	$2,381,568	$2,483,907	$1,567,775	$-102,339
2020	$2,011,585	$2,190,140	$1,772,202	$-178,555
2019	$1,970,894	$2,042,577	$1,688,802	$-71,683
2018	$1,796,292	$1,647,173	$1,622,068	$149,119

RISE SAN LUIS OBISPO COUNTY