Civic Intelligence

Rise Up Inc.

990 • Fiscal year 2014 • EIN 30-0006635

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 31, 2015

101 Nob Hill Road No 200Madison, WI 53713

(608) 442-5157

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

86th percentile

0.74x

Higher debt load relative to assets than 86% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

38th percentile

0.06x

Higher debt load relative to revenue than 38% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

42nd percentile

0.3%

Higher net margin than 42% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$66,351

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

4th percentile

-26%

Faster asset growth than 4% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

35th percentile

-1.4%

Faster revenue growth than 35% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Down

$157,164

Down $56,396 (-26%) from 2013

Net Assets

Up

$40,460

Up $6,031 (+18%) from 2013

Liabilities

Down

$116,704

Down $62,427 (-35%) from 2013

Revenue

Down

$1,913,447

Down $26,506 (-1.4%) from 2013

Expenses

Down

$1,907,416

Down $24,674 (-1.3%) from 2013

Net Income

Down

$6,031

Down $1,832 (-23%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $98,095Liabilities 2010: $72,507Net Assets 2010: $25,5882010Assets 2011: $82,544Liabilities 2011: $64,563Net Assets 2011: $17,9812011Assets 2012: $113,320Liabilities 2012: $86,754Net Assets 2012: $26,5662012Assets 2013: $213,560Liabilities 2013: $179,131Net Assets 2013: $34,4292013Assets 2014: $157,164Liabilities 2014: $116,704Net Assets 2014: $40,4602014Assets 2015: $90,195Liabilities 2015: $63,700Net Assets 2015: $26,4952015Assets 2016: $177,551Liabilities 2016: $140,831Net Assets 2016: $36,7202016Assets 2018: $454,505Liabilities 2018: $108,216Net Assets 2018: $346,2892018Assets 2019: $671,808Liabilities 2019: $122,311Net Assets 2019: $549,4972019Assets 2020: $1,612,466Liabilities 2020: $177,266Net Assets 2020: $1,435,2002020Assets 2021: $1,710,075Liabilities 2021: $173,550Net Assets 2021: $1,536,5252021Assets 2022: $1,987,317Liabilities 2022: $323,899Net Assets 2022: $1,663,4182022Assets 2024: $2,154,642Liabilities 2024: $401,893Net Assets 2024: $1,752,7492024

Highlighted filing

2014

Assets$157,164
Liabilities$116,704
Net Assets$40,460

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,073,2932010Expenses 2011: $1,141,7992011Expenses 2012: $1,272,4112012Revenue 2013: $1,939,953Expenses 2013: $1,932,090Net Income 2013: $7,8632013Revenue 2014: $1,913,447Expenses 2014: $1,907,416Net Income 2014: $6,0312014Revenue 2015: $1,915,691Expenses 2015: $1,929,656Net Income 2015: -$13,9652015Revenue 2016: $2,104,729Expenses 2016: $2,094,504Net Income 2016: $10,2252016Revenue 2018: $2,529,764Expenses 2018: $2,226,135Net Income 2018: $303,6292018Revenue 2019: $2,538,502Expenses 2019: $2,335,294Net Income 2019: $203,2082019Revenue 2020: $3,660,692Expenses 2020: $2,775,893Net Income 2020: $884,7992020Revenue 2021: $2,962,265Expenses 2021: $2,848,569Net Income 2021: $113,6962021Revenue 2022: $3,080,038Expenses 2022: $2,890,900Net Income 2022: $189,1382022Revenue 2024: $3,384,542Expenses 2024: $3,218,986Net Income 2024: $165,5562024

Highlighted filing

2014

Revenue$1,913,447
Expenses$1,907,416
Net Income$6,031
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 31, 2015
Return Version
2014v5.0
Gross Receipts
$1,913,447
Mission and Program Overview

Mission

Supported living/residential services for adults with developmental disabilities. Case management, care/medicalcoordination, personal care/adl's, medication monitoring/assistance,grocery shopping/errands and community building.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$114,053$74,202▼ $39,851
Cash and Non-Interest-Bearing Accounts$69,081$56,098▼ $12,983
Prepaid Expenses and Deferred Charges$18,808$21,803▲ $2,995
Accounts Receivable$11,618$5,061▼ $6,557
Total Assets$213,560$157,164▼ $56,396
Liabilities
Accounts Payable and Accrued Expenses$178,501$116,074▼ $62,427
Other Liabilities$630$630→ $0
Total Liabilities$179,131$116,704▼ $62,427
Net Assets / Fund Balance
Unrestricted Net Assets$34,429$40,460▲ $6,031
Total Net Assets Fund Balance$34,429$40,460▲ $6,031
Total Liabilities and Net Assets / Fund Balance$213,560$157,164▼ $56,396
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy Melton-whiteExec DirectorFT$60,552$5,799$66,351

Board Members and Trustees

NameTitle
Tim RobertsPresident
Brenda ChristensenVice President
Liz AllenMember
Becky CalvertTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,840,343
Program Service Revenue
$67,338
Investment Income
$149
Other Revenue
$5,617
Change in Net Assets
$6,031

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,913,447
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,913,447
Total Revenue per Form 990
$1,913,447
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,762,813
Other Expenses$144,603
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,380,695$94,120-$1,474,815
Payroll Taxes$122,375$20,828-$143,203
Other Employee Benefits$71,991$12,252-$84,243
Insurance$46,177$17,799-$63,976
Current Officers, Directors, Trustees, and Key Employees$56,688$3,864-$60,552
Occupancy$13,200$12,000-$25,200
Travel$9,791$1,900-$11,691
Office Expenses$3,413$4,271-$7,684
Fees for Services Accounting-$7,600-$7,600
Other Expenses$1,989$600-$2,589
Fees for Services Other-$2,419-$2,419
All Other Expenses-$316-$316
Conferences and Meetings$311--$311
Total Functional Expenses$1,729,447$177,969$0$1,907,416

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,907,416
Total Expenses per Audited Statements$1,907,416
Total Expenses per Form 990$1,907,416
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rent Deposits$630
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Executive director and board treasurer review and approve. Treasurer reports to all board members any updates or concerns.

Form 990, Part VI, Section B, Line 12C

REVIEW ANNUALLY

Form 990, Part VI, Section B, Line 15

Executive director, other officers and key employees compensation determined and approved by the board.

Form 990, Part VI, Section C, Line 19

Makes the documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Rise Up Inc
EIN
30-0006635
Phone
6084425157
Address
101 NOB HILL ROAD NO 200, MADISON, WI 53713

Signing Officer

Name
Becky Calvert
Title
Board Treasurer
Phone
6084425157
Signed
2015-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Becky Calvert
Formed
2002
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
4
Employees
73
Volunteers
0

Preparer

Firm
Johnson Block & Co Inc
Address
406 SCIENCE DRIVE SUITE 100, MADISON, WI 53711
Preparer
Jan Froelich
Phone
6082742002
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The process has not changed from the prior year.

Financial Statement Notes

Part X Line 2

Rise up has adopted the recent accounting guidance for recognizing and measuring uncertain tax positions. Rise up follows the statutory requirements for their income tax accounting and generally avoids risks associated with potentially problematic tax positions that may be challenged upon examination. Management believes any liability resulting from taxing authorities imposing additional income taxes from activities deemed to be unrelated to rise up's tax-exempt status would not have a material effect on the accompanying financial statements. Rise up believes it is no longer subject to u.s. Federal, state, and local income tax examinations by taxing authorities for years before 2011.

Raw XML Appendix386 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt053046
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt056726
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0327398
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95540
IRS990ScheduleA/PublicSupportPY170Pct00.95680
IRS990ScheduleA/PublicSupportTotal170Amt07018731
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01840343
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01864489
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01211568
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01081040
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01021291
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07018731
IRS990ScheduleA/TotalSupportAmt07346756
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01907416
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0630
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RENT DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01913447
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0RISE UP HAS ADOPTED THE RECENT ACCOUNTING GUIDANCE FOR RECOGNIZING AND MEASURING UNCERTAIN TAX POSITIONS. RISE UP FOLLOWS THE STATUTORY REQUIREMENTS FOR THEIR INCOME TAX ACCOUNTING AND GENERALLY AVOIDS RISKS ASSOCIATED WITH POTENTIALLY PROBLEMATIC TAX POSITIONS THAT MAY BE CHALLENGED UPON EXAMINATION. MANAGEMENT BELIEVES ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING ADDITIONAL INCOME TAXES FROM ACTIVITIES DEEMED TO BE UNRELATED TO RISE UP'S TAX-EXEMPT STATUS WOULD NOT HAVE A MATERIAL EFFECT ON THE ACCOMPANYING FINANCIAL STATEMENTS. RISE UP BELIEVES IT IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, AND LOCAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X LINE 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01907416
IRS990ScheduleD/TotalLiabilityAmt0630
IRS990ScheduleD/TotalRevenuePerForm990Amt01913447
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01913447
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01907416
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE DIRECTOR AND BOARD TREASURER REVIEW AND APPROVE. TREASURER REPORTS TO ALL BOARD MEMBERS ANY UPDATES OR CONCERNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXECUTIVE DIRECTOR, OTHER OFFICERS AND KEY EMPLOYEES COMPENSATION DETERMINED AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MAKES THE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0213560
IRS990/TotalAssetsEOYAmt0157164
IRS990/TotalAssetsGrp/BOYAmt0213560
IRS990/TotalAssetsGrp/EOYAmt0157164
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01840343
IRS990/TotalEmployeeCnt073
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0177969
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01729447
IRS990/TotalFunctionalExpensesGrp/TotalAmt01907416
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0179131
IRS990/TotalLiabilitiesEOYAmt0116704
IRS990/TotalLiabilitiesGrp/BOYAmt0179131
IRS990/TotalLiabilitiesGrp/EOYAmt0116704
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt034429
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt040460
IRS990/TotalOtherCompensationAmt05799
IRS990/TotalProgramServiceExpensesAmt01729447
IRS990/TotalProgramServiceRevenueAmt067338
IRS990/TotalReportableCompFromOrgAmt060552
IRS990/TotalRevenueGrp/ExclusionAmt0149
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt072955
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01913447
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0213560
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0157164
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01900
IRS990/TravelGrp/ProgramServicesAmt09791
IRS990/TravelGrp/TotalAmt011691
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt034429
IRS990/UnrestrictedNetAssetsGrp/EOYAmt040460
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0101 NOB HILL RD STE 200
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053713
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BECKY CALVERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06084425157
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RISE UP INC
ReturnHeader/Filer/BusinessNameControlTxt0RISE
ReturnHeader/Filer/EIN0300006635
ReturnHeader/Filer/PhoneNum06084425157
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 NOB HILL ROAD NO 200
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053713
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391628949
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON BLOCK & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0406 SCIENCE DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053711
ReturnHeader/PreparerPersonGrp/PhoneNum06082742002
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAN FROELICH
ReturnHeader/ReturnTs02015-04-01T13:57:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.40$1.75$3.38$3.22$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.32$1.66$3.08$2.89$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.17$1.54$2.96$2.85$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.18$1.44$3.66$2.78$0.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.12$0.55$2.54$2.34$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.11$0.35$2.53$2.23$0.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.14$0.04$2.10$2.09$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.06$0.03$1.92$1.93$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.12$0.04$1.91$1.91$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.21$0.18$0.03$1.94$1.93$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.09$0.03$1.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.06$0.02$1.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.07$0.03$1.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $1M-$5M nonprofits