Civic Intelligence

Rise Inc

EIN 35-1112612 • 501(c)3 • Angola, IN

Profile

Rise, inc.compassionately partners with families and individuals experiencing economic, physical, and developmental challenges by providing personalized services and advocacy for independence, quality of life and hope.

1600 Wohlert StreetAngola, IN 46703

www.riseangola.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

16th percentile

-17%

Higher net margin than 16% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

54th percentile

$70,000

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-18%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$0

Down $1,398,055 (-100%) from 2019

Liabilities

Down

$0

Down $604,794 (-100%) from 2019

Net Assets

Down

$0

Down $793,261 (-100%) from 2019

Revenue

Down

$1,701,960

Down $370,049 (-18%) from 2019

Expenses

Down

$1,994,170

Down $267,536 (-12%) from 2019

Net Income

Down

-$292,210

Down $102,513 (-54%) from 2019

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2019: $1,398,055Liabilities 2019: $604,794Net Assets 2019: $793,2612019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $2,072,009Expenses 2019: $2,261,706Net Income 2019: -$189,6972019Revenue 2020: $1,701,960Expenses 2020: $1,994,170Net Income 2020: -$292,2102020

Highlighted filing

2020

Revenue$1,701,960
Expenses$1,994,170
Net Income-$292,210

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 12, 2020
Return Version
2019v5.0
Gross Receipts
$1,733,844
Mission and Program Overview

Mission

Rise, inc.compassionately partners with families and individuals experiencing economic, physical, and developmental challenges by providing personalized services and advocacy for independence, quality of life and hope.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$977,096--
Accounts Receivable$201,841--
Cash and Non-Interest-Bearing Accounts$194,144--
Prepaid Expenses and Deferred Charges$24,974--
Total Assets$1,398,055$0▼ $1,398,055
Liabilities
Mortgage Notes Payable Secured by Investment Property$493,651--
Accounts Payable and Accrued Expenses$111,143--
Total Liabilities$604,794$0▼ $604,794
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$777,642--
Net Assets With Donor Restrictions$15,619--
Total Net Assets Fund Balance$793,261$0▼ $793,261
Total Liabilities and Net Assets / Fund Balance$1,398,055$0▼ $1,398,055
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Christopher StackhouseExec DirectoFT$70,000$70,000

Board Members and Trustees

NameTitle
Mike CarperPresident
Amy LewisDirector
Brenda ShipeDirector
Chris HeroyDirector
Connie SweeneyDirector
Dan LepleyDirector
Jill NicholsDirector
Mike LeyDirector
Paul GilbertDirector
Todd Rumsey MdDirector
Tom SanbornDirector
Tony FiferDirector
Jenny SanbornSecretary
Michele MolargikVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$275,732
Program Service Revenue
$1,420,069
Investment Income
$3,228
Other Revenue
$2,931
All Other Contributions
$129,171
Change in Net Assets
$-292,210
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,563,073
Other Expenses$431,097
Total Fundraising Expense$82,631
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,104,948$125,020$67,453$1,297,421
Payroll Taxes$112,502$18,849$5,730$137,081
Depreciation Depletion$97,621$15,563-$113,184
Occupancy$62,325$9,935-$72,260
Current Officers, Directors, Trustees, and Key Employees-$63,000$7,000$70,000
Other Employee Benefits$48,069$8,054$2,448$58,571
Office Expenses$45,824$7,305-$53,129
Fees for Services Accounting$33,393$5,323-$38,716
Interest$26,493$4,223-$30,716
Travel$26,481$4,222-$30,703
Insurance$19,824$3,160-$22,984
Information Technology$15,187$2,421-$17,608
Fees for Services Other$10,136$1,616-$11,752
Fees for Services Legal$3,224$514-$3,738
Conferences and Meetings$2,760$440-$3,200
Other Expenses$2,472$394-$2,866
All Other Expenses$1,665$266-$1,931
Total Functional Expenses$1,637,342$274,197$82,631$1,994,170
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$29,977
Fundraising Gross Income$28,667
Gaming Gross Income$3,350
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rise to the Occ$56,891$19,455$20,217$-762
MAYOR'S PRAYERS$7,384$7,384$1,310$6,074
Total Events$64,275$26,839$29,927$-3,088
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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, Page 6, Part VI, Line 2

Tom sanborn jenny sanborn director director family relationship

Form 990, Page 6, Part VI, Line 11B

The finance committee reviews and approves the form 990. After this intitial review process, it is submitted to the entire board for review and approval.

Form 990, Page 6, Part VI, Line 12C

The board members and key employees sign conflict of interest statements annually.

Form 990, Page 6, Part VI, Line 15A

In reviewing and approving the compensation of any covered individuals, the rise inc's board of directors or a delegated committee of the board will utilize the following process: 1. The compensation arrangement must be approved in advance (before any payment is made) by the board of directors or the delegated committee of the board. This will exclude any member who may have a conflict of interest with respect to the compensation arrangement. (example: neither the executive director whose compensation is being determined nor any member of his/her family may be present during the discussion/debate). 2.before approval of any compensation of an executive or other officer, key employee, the board must gather comparable data that demonstrates fair market value of the compensation in question. Data may include the following: a. Expert compensation studies by independent firms; b. Written job offers for positions at similar agencies; c. Documented phone calls or emails regarding similar position: d. Information obtained from the irs form 990 filings of similar agencies. 3. The board shall set forth the basis for its decisions with respect to compensation in the minutes of the meeting at which the decisions are made, including the conclusions of the evaluation and the basis for determining that the individual's compensation was reasonable in light of the evaluation and the comparable date.

Form 990, Page 6, Part VI, Line 15B

The written policy for compensation includes a review and wage survey information from inarf.

Form 990, Page 6, Part VI, Line 19

The form 990 is available upon request.

Filing and Contact Details

Filer

Filer Name
Rise Inc
EIN
35-1112612
Phone
2606659408
Address
1600 WOHLERT STREET, ANGOLA, IN 46703

Signing Officer

Name
Mike Carper
Title
President
Phone
2606659408
Signed
2020-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Carper
Formed
1964
Legal Domicile
In
Voting Board Members
14
Independent Board Members
14
Employees
169
Volunteers
20

Preparer

Firm
Baden Gage & Schroeder LLC
Address
6920 POINTE INVERNESS WAY 300, FORT WAYNE, IN 46804-7926
Preparer
Brian D Bowman CPA
Phone
2604222551
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Rise, inc.compassionately partners with families and individuals experiencing economic, physical, and developmental challenges by providing personalized services and advocacy for independence, quality of life and hope.

Form 990, Page 2, Part III, Line 3

Employment services and buffalo bistro programs ceased 12.31.19. See schedule n for information on ceased operations and transfer to arc of northeast indiana.

Form 990, Page 2, Part III, Line 4B

Habilitation training programs - services in this program consist of instruction to educate and train in daily living skills. Classes are designed according to individual needs to educate and train in self-help and self-sufficiency for independence. Each consumer of rise is instrumental in helping to design classes that fit their desires, hopes, dreams, and basic needs. Classes are provided in groups as small as one on one, or in groups with up to eight participants. A 3,400 sq. Foot expansion was completed in 2017 to allow for the development of the learning center. This center teaches classes in education, health & wellness, financial stability and employment training. Twenty-two classes were designed with clients participating in groups of four for concentrated learning. During fy 2019 rise provided over 22,614 hours in facility classes and community integration. One hundred twenty persons serviced participated in one or both programs. Adult day programs - classes are for severe and profound population and are designed according to individual needs to educate and train in self-help, working on fine motor skills, socialization, communication, and community integration. This program is geared to the consumer who needs more 1:1 or small group assistance. Nursing staff, medical needs and personal care assistance is available. Four consumers were served in fy 2019. Participant assistance and care (pac) - service allows clients to remain and live successfully in their own homes, function and participate in their communities and avoid institutionalization. Pac services support and enable the participant in activities of daily living, self-care, and mobility with the hands-on assistance. Most consumers who receive pac services do not attend the day program and are high functioning. For the fy 2019, rise provided 1,146 hours and served 13 consumers total from surrounding counties.

Form 990, Page 2, Part III, Line 4D

Employment services - trc (the rise connection) in partnership with indiana vocational rehabilitation. Rise assists individuals with customized programs designed to result in successful community job placement. Other partnerships include work one northeast, the freedom academy and other post-secondary schools and agencies which can assist in maximizing employability. Trc serves clients in steuben, dekalb, noble and lagrange counties. This program was discontinued on december 30, 2019. Buffalo bistro - is a micro business collaboration between rise inc. And chapman's brewing company with a mission to provide a hospitality training platform for individuals with disabilities while offering taproom patrons excellent service and food. This program was discontinued on december 30, 2019.

Form 990, Part XI, Line 9

Transfer of assets to easterseals arc of -501,051 northeast indiana 0 total -501,051

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IRS990/ProgSrvcAccomActy2Grp/Desc0HABILITATION TRAINING PROGRAMS - SERVICES IN THIS PROGRAM CONSIST OF INSTRUCTION TO EDUCATE AND TRAIN IN DAILY LIVING SKILLS. CLASSES ARE DESIGNED ACCORDING TO INDIVIDUAL NEEDS TO EDUCATE AND TRAIN IN SELF-HELP AND SELF-SUFFICIENCY FOR INDEPENDENCE. EACH CONSUMER OF RISE IS INSTRUMENTAL IN HELPING TO DESIGN CLASSES THAT FIT THEIR DESIRES, HOPES, DREAMS, AND BASIC NEEDS. CLASSES ARE PROVIDED IN GROUPS AS SMALL AS ONE ON ONE, OR IN GROUPS WITH UP TO EIGHT PARTICIPANTS. A 3,400 SQ. FOOT EXPANSION WAS COMPLETED IN 2017 TO ALLOW FOR THE DEVELOPMENT OF THE LEARNING CENTER. THIS CENTER TEACHES CLASSES IN EDUCATION, HEALTH & WELLNESS, FINANCIAL STABILITY AND EMPLOYMENT TRAINING. TWENTY-TWO CLASSES WERE DESIGNED WITH CLIENTS PARTICIPATING IN GROUPS OF FOUR FOR CONCENTRATED LEARNING. DURING FY 2019 RISE PROVIDED OVER 22,614 HOURS IN FACILITY CLASSES AND COMMUNITY INTEGRATION. ONE HUNDRED TWENTY PERSONS SERVICED PARTICIPATED IN ONE OR BOTH PROGRAMS. ADULT DAY PROGRAMS - CLASSES ARE FOR SEVERE AND PROFOUND POPULATION AND ARE DESIGNED ACCORDING TO INDIVIDUAL NEEDS TO EDUCATE AND TRAIN IN SELF-HELP, WORKING ON FINE MOTOR SKILLS, SOCIALIZATION, COMMUNICATION, AND COMMUNITY INTEGRATION. THIS PROGRAM IS GEARED TO THE CONSUMER WHO NEEDS MORE 1:1 OR SMALL GROUP ASSISTANCE. NURSING STAFF, MEDICAL NEEDS AND PERSONAL CARE ASSISTANCE IS AVAILABLE. FOUR CONSUMERS WERE SERVED IN FY 2019. PARTICIPANT ASSISTANCE AND CARE (PAC) - SERVICE ALLOWS CLIENTS TO REMAIN AND LIVE SUCCESSFULLY IN THEIR OWN HOMES, FUNCTION AND PARTICIPATE IN THEIR COMMUNITIES AND AVOID INSTITUTIONALIZATION. PAC SERVICES SUPPORT AND ENABLE THE PARTICIPANT IN ACTIVITIES OF DAILY LIVING, SELF-CARE, AND MOBILITY WITH THE HANDS-ON ASSISTANCE. MOST CONSUMERS WHO RECEIVE PAC SERVICES DO NOT ATTEND THE DAY PROGRAM AND ARE HIGH FUNCTIONING. FOR THE FY 2019, RISE PROVIDED 1,146 HOURS AND SERVED 13 CONSUMERS TOTAL FROM SURROUNDING COUNTIES.
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IRS990/ProgSrvcAccomActy3Grp/Desc0RESIDENTAL HAB SERVICES (RHS) - RISE PROVIDES RESIDENTIAL SERVICES TO EIGHT CLIENTS IN OUR QUADPLEX APARTMENT. CLIENTS ARE ABLE TO LIVE SEMI INDEPENDENTLY WITH STAFF PROVIDING SUPPORTS WHEN NEEDED.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0EMPLOYMENT SERVICES - TRC (THE RISE CONNECTION) IN PARTNERSHIP WITH INDIANA VOCATIONAL REHABILITATION. RISE ASSISTS INDIVIDUALS WITH CUSTOMIZED PROGRAMS DESIGNED TO RESULT IN SUCCESSFUL COMMUNITY JOB PLACEMENT. OTHER PARTNERSHIPS INCLUDE WORK ONE NORTHEAST, THE FREEDOM ACADEMY AND OTHER POST-SECONDARY SCHOOLS AND AGENCIES WHICH CAN ASSIST IN MAXIMIZING EMPLOYABILITY. TRC SERVES CLIENTS IN STEUBEN, DEKALB, NOBLE AND LAGRANGE COUNTIES. THIS PROGRAM WAS DISCONTINUED ON DECEMBER 30, 2019. BUFFALO BISTRO - IS A MICRO BUSINESS COLLABORATION BETWEEN RISE INC. AND CHAPMAN'S BREWING COMPANY WITH A MISSION TO PROVIDE A HOSPITALITY TRAINING PLATFORM FOR INDIVIDUALS WITH DISABILITIES WHILE OFFERING TAPROOM PATRONS EXCELLENT SERVICE AND FOOD. THIS PROGRAM WAS DISCONTINUED ON DECEMBER 30, 2019.
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